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260 hedge funds and large institutions have $1.13B invested in Philips in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 108 increasing their positions, 63 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 63

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $1.17B → $1.13B (-$34.6M)

2.35% less ownership

Funds ownership: 10.47%8.12% (-2.4%)

5% less funds holding

Funds holding: 273260 (-13)

15% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 40

19% less call options, than puts

Call options by funds: $29.1M | Put options by funds: $36.1M

Holders
260
Holders Change
-13
Holders Change %
-4.76%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
108
Reduced
63
Closed
40
Calls
$29.1M
Puts
$36.1M
Net Calls
-$6.91M
Net Calls Change
+$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Compass Wealth Management
Connecticut
$4.75K
PTC
227
Private Trust Company
Ohio
$4.75K +$1.08K +75 +33%
CFB
228
Cullen/Frost Bankers
Texas
$4.62K
AAS
229
Ameritas Advisory Services
Nebraska
$4.56K +$3.52K +245 New
TWC
230
TD Waterhouse Canada
Ontario, Canada
$4.43K +$29 +2 +0.7%
CWP
231
Concord Wealth Partners
Virginia
$4.19K -$618 -43 -14%
NA
232
NewEdge Advisors
Louisiana
$4.15K -$12.8K -891 -77%
CFGS
233
Concourse Financial Group Securities
Alabama
$3.58K -$1.16K -81 -26%
HNB
234
Huntington National Bank
Ohio
$3.45K -$18.4K -1,281 -85%
SSC
235
Syverson Strege & Co
Iowa
$3.12K +$2.86K +199 New
CWC
236
Carolinas Wealth Consulting
North Carolina
$3.03K +$503 +35 +22%
KFS
237
Kelly Financial Services
Massachusetts
$2.59K
AIP
238
Ahrens Investment Partners
Louisiana
$2.17K +$1.98K +138 New
NMG
239
New Millennium Group
Utah
$2.04K
ST
240
Smithfield Trust
Pennsylvania
$2K
IGWM
241
ICA Group Wealth Management
Colorado
$1.91K
GCM
242
Gables Capital Management
Florida
$1.83K
SC
243
Schubert & Co
Texas
$1.8K +$863 +60 +111%
ANBT
244
American National Bank & Trust
Texas
$1.5K +$1.38K +96 New
Commonwealth Equity Services
245
Commonwealth Equity Services
Massachusetts
$1.02K -$5.82K -405 -0.6%
TAIM
246
TD Ameritrade Investment Management
Nebraska
$1K -$1.41K -98 -54%
NFSG
247
Newbridge Financial Services Group
Florida
$881
HWA
248
HHM Wealth Advisors
Tennessee
$679
FFC
249
First Financial Corp
Indiana
$678
BIA
250
Bell Investment Advisors
California
$643

PHG Hedge Fund Activity: Q1 2023 in Review

260 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q1 2023, worth a combined $1.13B — down 3% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of PHG and 34 opened new positions — a net loss of 6 holders — while 63 trimmed existing stakes and 108 added.

The largest buyer was BlackRock, adding an estimated $25.1M. The largest seller was Harris Associates, exiting entirely with an estimated $186M sold.

  • 260 institutional investors held Philips (PHG) as of Q1 2023, down from 273 in Q4 2022.
  • Funds reported $1.13B of Philips stock for Q1 2023, down 3% quarter-over-quarter.
  • 34 funds opened new Philips positions in Q1 2023 and 40 closed out, a net change of -6 holders.
  • The largest Philips buyer in Q1 2023 was BlackRock, an estimated $25.1M added.
  • The largest Philips seller in Q1 2023 was Harris Associates, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2023.