We are live on ! Find out more

255 hedge funds and large institutions have $2.21B invested in Philips in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 92 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $1.83B → $2.21B (+$383M)

1.27% more ownership

Funds ownership: 8.68%9.96% (+1.3%)

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

2% less funds holding

Funds holding: 259255 (-4)

18% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 92

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

43% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $2.44M

Holders
255
Holders Change
-4
Holders Change %
-1.54%
% of All Funds
6.35%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
38
Increased
75
Reduced
92
Closed
38
Calls
$1.4M
Puts
$2.44M
Net Calls
-$1.04M
Net Calls Change
-$5.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HMS
251
Hanseatic Management Services
New Mexico
$2K +$1.82K +81 New
BC
252
Barnett & Company
Tennessee
$1K
LF
253
Lee Financial
Texas
$1K
LCS
254
Levin Capital Strategies
New York
-$29.3M -1,292,985 Closed
FCI
255
Financial Counselors Inc
Kansas
-$7.93M -350,571 Closed
Marshall Wace
256
Marshall Wace
United Kingdom
-$3.3M -145,917 Closed
CIM
257
Calvert Investment Management
Maryland
-$2.04M -90,182 Closed
HSBC Holdings
258
HSBC Holdings
United Kingdom
-$1.53M -67,528 Closed
Citadel Advisors
259
Citadel Advisors
Florida
-$1.39M -62,172 Closed
SB
260
Suntrust Banks
Georgia
-$1.24M -54,725 Closed
BTS
261
BB&T Securities
Virginia
-$786K -35,903 Closed
IAA
262
Ironsides Asset Advisors
North Carolina
-$717K -31,658 Closed
BCM
263
Bayesian Capital Management
New York
-$666K -29,423 Closed
USAA
264
United Services Automobile Association
Texas
-$662K -29,245 Closed
DI
265
Diligent Investors
California
-$507K -22,429 Closed
WI
266
WrapManager Inc
California
-$343K -15,141 Closed
CONA
267
Capital One National Association
New York
-$329K -14,550 Closed
HC
268
Henshaw Capital
Massachusetts
-$321K -14,185 Closed
PAM
269
Princeton Alpha Management
New Jersey
-$314K -13,881 Closed
TC
270
Telemus Capital
Michigan
-$301K -13,303 Closed
GVT
271
Genesee Valley Trust
New York
-$282 -12,501 Closed
RFCA
272
R&F Capital Advisors
New York
-$255K -11,254 Closed
HighTower Advisors
273
HighTower Advisors
Illinois
-$246K -10,927 Closed
TH
274
Timber Hill
Connecticut
-$231K -10,216 Closed
CS
275
Credit Suisse
Switzerland
-$230K -10,178 Closed

PHG Hedge Fund Activity: Q1 2017 in Review

255 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q1 2017, worth a combined $2.21B — up 21% from $1.83B a quarter earlier.

Fund positioning in PHG was balanced in Q1 2017: 38 funds opened new positions, 38 closed out, 75 added to existing stakes and 92 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $191M. The largest seller was Cambiar Investors, cutting an estimated $111M.

  • 255 institutional investors held Philips (PHG) as of Q1 2017, down from 259 in Q4 2016.
  • Funds reported $2.21B of Philips stock for Q1 2017, up 21% quarter-over-quarter.
  • 38 funds opened new Philips positions in Q1 2017 and 38 closed out, a net change of 0 holders.
  • The largest Philips buyer in Q1 2017 was Hotchkis & Wiley Capital Management, an estimated $191M added.
  • The largest Philips seller in Q1 2017 was Cambiar Investors, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2017.