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55 hedge funds and large institutions have $89.5M invested in PLDT in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.26% less ownership

Funds ownership: 2.27%2.01% (-0.26%)

13% less funds holding

Funds holding: 6355 (-8)

22% less capital invested

Capital invested by funds: $115M → $89.5M (-$25.7M)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
55
Holders Change
-8
Holders Change %
-12.7%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$54.2M +$72.3K +3,300 +0.1%
BlackRock
2
BlackRock
New York
$10.1M -$3.5M -159,625 -25%
Morgan Stanley
3
Morgan Stanley
New York
$8.67M -$1.85M -84,480 -17%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$4.22M -$299K -13,667 -6%
American Century Companies
5
American Century Companies
Missouri
$1.4M +$140K +6,381 +10%
Marshall Wace
6
Marshall Wace
United Kingdom
$1.11M +$1.17M +53,548 New
GF
7
Gabelli Funds
New York
$992K
OP
8
Oldfield Partners
United Kingdom
$919K
FTUS
9
Flow Traders U.S.
New York
$841K +$892K +40,706 New
RhumbLine Advisers
10
RhumbLine Advisers
Massachusetts
$576K +$2.3K +105 +0.4%
Citigroup
11
Citigroup
New York
$551K +$57.5K +2,627 +11%
FTDI
12
First Trust Direct Indexing
Massachusetts
$507K -$31.7K -1,447 -6%
SAM
13
Silvercrest Asset Management
New York
$490K +$519K +23,695 New
GC
14
Guggenheim Capital
Illinois
$483K -$214K -9,772 -29%
JIC
15
Johnson Investment Counsel
Ohio
$430K
State Street
16
State Street
Massachusetts
$427K -$3.07K -140 -0.7%
EI
17
Ethic Inc
New York
$405K +$174K +7,951 +39%
Jane Street
18
Jane Street
New York
$356K +$169K +7,735 +81%
LNWWM
19
Laird Norton Wetherby Wealth Management
California
$350K +$16.2K +740 +5%
Bank of America
20
Bank of America
North Carolina
$295K -$28K -1,276 -8%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$277K +$15.3K +698 +5%
Robeco Institutional Asset Management
22
Robeco Institutional Asset Management
Netherlands
$256K -$128K -5,821 -32%
Creative Planning
23
Creative Planning
Kansas
$246K -$191K -8,705 -42%
Northern Trust
24
Northern Trust
Illinois
$211K -$42.9K -1,957 -16%
M&T Bank
25
M&T Bank
New York
$209K +$110 +5 +0%

PHI Hedge Fund Activity: Q3 2023 in Review

55 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q3 2023, worth a combined $89.5M — down 22% from $115M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PHI and 4 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 17 added.

The largest buyer was Marshall Wace, opening a new position worth an estimated $1.17M. The largest seller was BlackRock, cutting an estimated $3.5M.

  • 55 institutional investors held PLDT (PHI) as of Q3 2023, down from 63 in Q2 2023.
  • Funds reported $89.5M of PLDT stock for Q3 2023, down 22% quarter-over-quarter.
  • 4 funds opened new PLDT positions in Q3 2023 and 11 closed out, a net change of -7 holders.
  • The largest PLDT buyer in Q3 2023 was Marshall Wace, an estimated $1.17M added.
  • The largest PLDT seller in Q3 2023 was BlackRock, an estimated $3.5M sold.

Based on aggregated 13F filings for Q3 2023.