We are live on ! Find out more
PHI icon

PLDT
PHI

69 hedge funds and large institutions have $128M invested in PLDT in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

43% more capital invested

Capital invested by funds: $89.5M → $128M (+$38.1M)

25% more funds holding

Funds holding: 55 → 69 (+14)

0.51% more ownership

Funds ownership: 2.01% → 2.52% (+0.51%)

Holders
69
Holders Change
+14
Holders Change %
+25.45%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
28
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$15.9M
2
BlackRock
BlackRock
New York
+$5.53M
3
Creative Planning
Creative Planning
Kansas
+$494K
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$352K
5
American Century Companies
American Century Companies
Missouri
+$322K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$841K
2
SAM
Silvercrest Asset Management
New York
-$490K
3
Jane Street
Jane Street
New York
-$356K
4
GF
Gabelli Funds
New York
-$78.3K
5
GC
Guggenheim Capital
Illinois
-$21.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$61.6M +$154K +6,896 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$26.5M +$15.9M +711,088 +169%
BlackRock
3
BlackRock
New York
$17.2M +$5.53M +247,186 +51%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$4.78M -$269 -12 -0%
American Century Companies
5
American Century Companies
Missouri
$1.93M +$322K +14,386 +21%
Marshall Wace
6
Marshall Wace
United Kingdom
$1.32M +$58.7K +2,623 +5%
GF
7
Gabelli Funds
New York
$1.04M -$78.3K -3,500 -7%
OP
8
Oldfield Partners
United Kingdom
$1.04M – – –
Creative Planning
9
Creative Planning
Kansas
$796K +$494K +22,080 +186%
EI
10
Ethic Inc
New York
$708K +$42.8K +1,913 +7%
Citigroup
11
Citigroup
New York
$684K +$56.8K +2,536 +10%
RhumbLine Advisers
12
RhumbLine Advisers
Massachusetts
$652K -$2.01K -90 -0.3%
FTDI
13
First Trust Direct Indexing
Massachusetts
$651K +$73.5K +3,283 +13%
LNWWM
14
Laird Norton Wetherby Wealth Management
California
$590K +$185K +8,261 +49%
GC
15
Guggenheim Capital
Illinois
$524K -$21.9K -979 -4%
Bank of America
16
Bank of America
North Carolina
$514K +$171K +7,653 +54%
QCG
17
Quadrant Capital Group
Ohio
$510K +$308K +13,741 +171%
JIC
18
Johnson Investment Counsel
Ohio
$487K – – –
State Street
19
State Street
Massachusetts
$482K -$2.01K -90 -0.4%
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$369K +$352K +15,749 New
US Bancorp
21
US Bancorp
Minnesota
$337K +$165K +7,359 +104%
VA
22
Vident Advisory
Georgia
$329K +$314K +14,042 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$324K +$9.69K +433 +3%
Corient Private Wealth
24
Corient Private Wealth
Florida
$320K +$305K +13,641 New
S
25
SignatureFD
Georgia
$318K +$156K +6,979 +106%
1
2 3

PHI Hedge Fund Activity: Q4 2023 in Review

69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q4 2023, worth a combined $128M — up 43% from $89.5M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PHI positions and 4 closed out — a net gain of 14 holders — while 28 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.9M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $841K sold.

  • 69 institutional investors held PLDT (PHI) as of Q4 2023, up from 55 in Q3 2023.
  • Funds reported $128M of PLDT stock for Q4 2023, up 43% quarter-over-quarter.
  • 18 funds opened new PLDT positions in Q4 2023 and 4 closed out, a net change of +14 holders.
  • The largest PLDT buyer in Q4 2023 was Morgan Stanley, an estimated $15.9M added.
  • The largest PLDT seller in Q4 2023 was Flow Traders U.S., an estimated $841K sold.

Based on aggregated 13F filings for Q4 2023.