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290 hedge funds and large institutions have $1.95B invested in Philips in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more call options, than puts

Call options by funds: $6.52M | Put options by funds: $1.42M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 92

1.66% less ownership

Funds ownership: 8.8%7.13% (-1.7%)

2% less funds holding

Funds holding: 296290 (-6)

11% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 45

18% less capital invested

Capital invested by funds: $2.37B → $1.95B (-$423M)

Holders
290
Holders Change
-6
Holders Change %
-2.03%
% of All Funds
6.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
40
Increased
90
Reduced
92
Closed
45
Calls
$6.52M
Puts
$1.42M
Net Calls
+$5.1M
Net Calls Change
+$2.32M
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
226
Financial Gravity Asset Management
Texas
$41K +$37K +1,245 New
LFA
227
Legacy Financial Advisors
Kentucky
$40K -$4.79K -161 -11%
BCWM
228
Bartlett & Co Wealth Management
Ohio
$39.3K +$40.2K +1,352 New
BC
229
Bartlett & Co
Ohio
$39K
FWM
230
Focused Wealth Management
New York
$38K
LA
231
Legacy Advisors
Pennsylvania
$38K +$1.72K +58 +5%
GEA
232
Glen Eagle Advisors
New Jersey
$37.7K
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$37K +$37.6K +1,265 New
ASN
234
Advisory Services Network
Georgia
$32K -$1.87K -63 -5%
PA
235
Parallel Advisors
California
$28K +$12.1K +408 +75%
AF
236
Advisornet Financial
Minnesota
$24K
LIA
237
LS Investment Advisors
Michigan
$23K
TCCM
238
Timber Creek Capital Management
Massachusetts
$21K
MGIA
239
Moneta Group Investment Advisors
Missouri
$21K +$821K +27,639 New
RWA
240
Ropes Wealth Advisors
Massachusetts
$19K -$15.7K -527 -45%
NSIM
241
North Star Investment Management
Illinois
$18K
Manulife (Manufacturers Life Insurance)
242
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K +$11.7K +395 +174%
CBT
243
Capital Bank & Trust
California
$17K
PMFA
244
Plante Moran Financial Advisors
Michigan
$17K
TRCT
245
Tower Research Capital (TRC)
New York
$15K -$4.67K -157 -23%
CFA
246
Carroll Financial Associates
North Carolina
$15K
EFSCE
247
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$3.65K +123 +31%
SFA
248
Spectrum Financial Alliance
Kentucky
$15K +$16.1K +543 New
SPIA
249
Steward Partners Investment Advisory
New York
$13K +$13.4K +450 +9,000%
CIP
250
Convergence Investment Partners
Florida
$13K +$13.7K +461 New

PHG Hedge Fund Activity: Q1 2018 in Review

290 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q1 2018, worth a combined $1.95B — down 18% from $2.37B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of PHG and 40 opened new positions — a net loss of 5 holders — while 92 trimmed existing stakes and 90 added.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $84M. The largest seller was Arrowstreet Capital, cutting an estimated $130M.

  • 290 institutional investors held Philips (PHG) as of Q1 2018, down from 296 in Q4 2017.
  • Funds reported $1.95B of Philips stock for Q1 2018, down 18% quarter-over-quarter.
  • 40 funds opened new Philips positions in Q1 2018 and 45 closed out, a net change of -5 holders.
  • The largest Philips buyer in Q1 2018 was Wellington Management Group, an estimated $84M added.
  • The largest Philips seller in Q1 2018 was Arrowstreet Capital, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2018.