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PLDT
PHI

80 hedge funds and large institutions have $176M invested in PLDT in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

106% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 17

9% more capital invested

Capital invested by funds: $161M → $176M (+$14.9M)

7% more funds holding

Funds holding: 75 → 80 (+5)

0.03% more ownership

Funds ownership: 3.03% → 3.07% (+0.03%)

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
35
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.92M
2
BlackRock
BlackRock
New York
+$1.07M
3
UM
UniSuper Management
Australia
+$387K
4
Cerity Partners
Cerity Partners
New York
+$378K
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$370K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$1.87M
2
Renaissance Technologies
Renaissance Technologies
New York
-$649K
3
MCM
MAI Capital Management
Ohio
-$421K
4
Marshall Wace
Marshall Wace
United Kingdom
-$337K
5
RWM
Ritholtz Wealth Management
New York
-$299K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$68.3M -$649K -24,400 -1%
Invesco
2
Invesco
Georgia
$34.5M -$1.87M -70,087 -5%
BlackRock
3
BlackRock
New York
$21.7M +$1.07M +40,049 +5%
Morgan Stanley
4
Morgan Stanley
New York
$18.4M +$120K +4,506 +0.7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.39M +$11.5K +432 +0.2%
American Century Companies
6
American Century Companies
Missouri
$2.6M +$89.6K +3,367 +4%
NIA
7
NIA Impact Advisors
California
$2.27M +$39.6K +1,488 +2%
OSAM
8
O'Shaughnessy Asset Management
Connecticut
$2.06M +$370K +13,901 +21%
Creative Planning
9
Creative Planning
Kansas
$1.83M +$315K +11,847 +21%
OP
10
Oldfield Partners
United Kingdom
$1.22M +$10.6K +400 +0.9%
GF
11
Gabelli Funds
New York
$1.16M – – –
VA
12
Vident Advisory
Georgia
$1.13M +$221K +8,289 +25%
QCG
13
Quadrant Capital Group
Ohio
$831K +$30.8K +1,156 +4%
Citigroup
14
Citigroup
New York
$792K +$8.54K +321 +1%
RhumbLine Advisers
15
RhumbLine Advisers
Massachusetts
$716K – – –
KCM
16
Kathmere Capital Management
Pennsylvania
$675K +$166K +6,233 +33%
EI
17
Ethic Inc
New York
$667K +$1.94K +73 +0.3%
GC
18
Guggenheim Capital
Illinois
$649K -$42.9K -1,613 -6%
Bank of America
19
Bank of America
North Carolina
$649K +$23.2K +870 +4%
JIC
20
Johnson Investment Counsel
Ohio
$642K – – –
LNWWM
21
Laird Norton Wetherby Wealth Management
California
$600K -$15.5K -582 -3%
State Street
22
State Street
Massachusetts
$545K -$5.06K -190 -0.9%
VPIM
23
Vanguard Personalized Indexing Management
California
$530K +$90K +3,383 +21%
Corient Private Wealth
24
Corient Private Wealth
Florida
$414K +$12.4K +466 +3%
US Bancorp
25
US Bancorp
Minnesota
$392K -$14.5K -544 -4%
1
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PHI Hedge Fund Activity: Q3 2024 in Review

80 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q3 2024, worth a combined $176M — up 9.3% from $161M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PHI positions and 5 closed out — a net gain of 6 holders — while 35 added to existing stakes and 17 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $1.92M. The largest seller was Invesco, cutting an estimated $1.87M.

  • 80 institutional investors held PLDT (PHI) as of Q3 2024, up from 75 in Q2 2024.
  • Funds reported $176M of PLDT stock for Q3 2024, up 9.3% quarter-over-quarter.
  • 11 funds opened new PLDT positions in Q3 2024 and 5 closed out, a net change of +6 holders.
  • The largest PLDT buyer in Q3 2024 was Arrowstreet Capital, an estimated $1.92M added.
  • The largest PLDT seller in Q3 2024 was Invesco, an estimated $1.87M sold.

Based on aggregated 13F filings for Q3 2024.