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PLDT
PHI

75 hedge funds and large institutions have $161M invested in PLDT in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

0% more funds holding

Funds holding: 75 → 75 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.05% less ownership

Funds ownership: 3.08% → 3.03% (-0.05%)

2% less capital invested

Capital invested by funds: $165M → $161M (-$4.11M)

Holders
75
Holders Change
–
Holders Change %
0%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.6M
2
OSAM
O'Shaughnessy Asset Management
Connecticut
+$652K
3
MCM
MAI Capital Management
Ohio
+$414K
4
HF
HRT Financial
New York
+$292K
5
Goldman Sachs
Goldman Sachs
New York
+$283K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$5.26M
2
SAG
SageView Advisory Group
California
-$661K
3
Jane Street
Jane Street
New York
-$435K
4
Renaissance Technologies
Renaissance Technologies
New York
-$408K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$348K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$63M -$408K -16,900 -0.7%
Invesco
2
Invesco
Georgia
$33.2M -$5.26M -217,979 -14%
BlackRock
3
BlackRock
New York
$18.8M +$12.6K +520 +0.1%
Morgan Stanley
4
Morgan Stanley
New York
$16.7M +$1.6M +66,369 +11%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$4.91M -$101K -4,192 -2%
American Century Companies
6
American Century Companies
Missouri
$2.3M +$222K +9,206 +11%
NIA
7
NIA Impact Advisors
California
$2.04M -$90.5K -3,749 -4%
OSAM
8
O'Shaughnessy Asset Management
Connecticut
$1.59M +$652K +26,993 +71%
Creative Planning
9
Creative Planning
Kansas
$1.38M +$221K +9,169 +20%
OP
10
Oldfield Partners
United Kingdom
$1.11M +$12.1K +500 +1%
GF
11
Gabelli Funds
New York
$1.06M – – –
VA
12
Vident Advisory
Georgia
$828K +$166K +6,879 +26%
QCG
13
Quadrant Capital Group
Ohio
$731K +$37.7K +1,560 +6%
Citigroup
14
Citigroup
New York
$716K -$7.15K -296 -1%
EI
15
Ethic Inc
New York
$658K -$15.6K -645 -2%
RhumbLine Advisers
16
RhumbLine Advisers
Massachusetts
$654K -$30.7K -1,270 -5%
GC
17
Guggenheim Capital
Illinois
$633K +$64.5K +2,671 +12%
JIC
18
Johnson Investment Counsel
Ohio
$587K – – –
Bank of America
19
Bank of America
North Carolina
$572K +$28.4K +1,176 +5%
LNWWM
20
Laird Norton Wetherby Wealth Management
California
$563K -$18.9K -784 -3%
Goldman Sachs
21
Goldman Sachs
New York
$529K +$283K +11,719 +119%
State Street
22
State Street
Massachusetts
$503K +$724 +30 +0.1%
KCM
23
Kathmere Capital Management
Pennsylvania
$464K +$203K +8,408 +80%
MCM
24
MAI Capital Management
Ohio
$421K +$414K +17,148 New
VPIM
25
Vanguard Personalized Indexing Management
California
$396K +$70.1K +2,903 +22%
1
2 3 4

PHI Hedge Fund Activity: Q2 2024 in Review

75 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q2 2024, worth a combined $161M — down 2.5% from $165M a quarter earlier.

Fund positioning in PHI was balanced in Q2 2024: 8 funds opened new positions, 8 closed out, 29 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.6M. The largest seller was Invesco, cutting an estimated $5.26M.

  • 75 institutional investors held PLDT (PHI) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $161M of PLDT stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 8 funds opened new PLDT positions in Q2 2024 and 8 closed out, a net change of 0 holders.
  • The largest PLDT buyer in Q2 2024 was Morgan Stanley, an estimated $1.6M added.
  • The largest PLDT seller in Q2 2024 was Invesco, an estimated $5.26M sold.

Based on aggregated 13F filings for Q2 2024.