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Philips
PHG

387 hedge funds and large institutions have $4.22B invested in Philips in 2020 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 136 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 21

40% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 97

27% more capital invested

Capital invested by funds: $3.32B → $4.22B (+$902M)

14% more funds holding

Funds holding: 339 → 387 (+48)

1.01% more ownership

Funds ownership: 9.57% → 10.59% (+1%)

5% more call options, than puts

Call options by funds: $15M | Put options by funds: $14.3M

Holders
387
Holders Change
+48
Holders Change %
+14.16%
% of All Funds
6.85%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
75
Increased
136
Reduced
97
Closed
21
Calls
$15M
Puts
$14.3M
Net Calls
+$750K
Net Calls Change
+$7.56M

Top Buyers

Rank Fund Capital Flow
1
EIG
EdgePoint Investment Group
Ontario, Canada
+$302M
2
CI
Cambiar Investors
Colorado
+$53.6M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$12.9M
4
Bank of America
Bank of America
North Carolina
+$11.9M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$11.4M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$24.1M
2
Jane Street
Jane Street
New York
-$10.3M
3
Millennium Management
Millennium Management
New York
-$5.93M
4
UBS Group
UBS Group
Switzerland
-$5.88M
5
Morgan Stanley
Morgan Stanley
New York
-$5.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
251
Bedel Financial Consulting
Indiana
$241K – – –
PA
252
Pinnacle Associates
New York
$238K – – –
MPPW
253
Mitchell & Pahl Private Wealth
Oklahoma
$230K +$216K +5,225 New
HFP
254
Holistic Financial Partners
Indiana
$229K +$215K +5,204 New
WCM
255
Washington Capital Management
Washington
$226K +$212K +5,144 New
CSS
256
Cubist Systematic Strategies
Connecticut
$225K -$1.43M -34,524 -87%
FSA
257
Franklin Street Advisors
North Carolina
$219K +$206K +4,984 New
CI Investments Inc
258
CI Investments Inc
Ontario, Canada
$212K -$12.8K -311 -6%
ICP
259
Interchange Capital Partners
Pennsylvania
$211K +$199K +4,818 New
LSAG
260
Lake Street Advisors Group
New Hampshire
$210K -$57.1K -1,382 -22%
QCG
261
Quadrant Capital Group
Ohio
$210K +$36K +873 +22%
FNWM
262
Financial Network Wealth Management
Utah
$210K +$197K +4,779 New
PCS
263
Personal CFO Solutions
New Jersey
$207K +$194K +4,707 New
FRM
264
Fox Run Management
Connecticut
$207K +$195K +4,719 New
EI
265
Ellevest Inc
New York
$206K +$42.7K +1,035 +28%
DWT
266
Dorsey & Whitney Trust
South Dakota
$206K +$194K +4,702 New
QI
267
Qtron Investments
Massachusetts
$204K +$191K +4,636 New
PWAC
268
Private Wealth Advisors (California)
California
$204K +$192K +4,656 New
APA
269
American Portfolios Advisors
New York
$187K +$991 +24 +0.6%
TAIM
270
TD Ameritrade Investment Management
Nebraska
$180K +$1.16K +28 +0.7%
Toronto Dominion Bank
271
Toronto Dominion Bank
Ontario, Canada
$171K -$304K -7,371 -65%
PFO
272
Pathstone Family Office
New Jersey
$169K +$159K +3,850 New
BWP
273
Baldwin Wealth Partners
Massachusetts
$167K – – –
RFWA
274
RPg Family Wealth Advisory
Massachusetts
$164K – – –
CAL
275
Capital Analysts LLC
Pennsylvania
$159K +$3.76K +91 +3%
9 10
11
12 13

PHG Hedge Fund Activity: Q4 2020 in Review

387 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q4 2020, worth a combined $4.22B — up 27% from $3.32B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new PHG positions and 21 closed out — a net gain of 54 holders — while 136 added to existing stakes and 97 trimmed.

The largest buyer was EdgePoint Investment Group, opening a new position worth an estimated $302M. The largest seller was BlackRock, cutting an estimated $24.1M.

  • 387 institutional investors held Philips (PHG) as of Q4 2020, up from 339 in Q3 2020.
  • Funds reported $4.22B of Philips stock for Q4 2020, up 27% quarter-over-quarter.
  • 75 funds opened new Philips positions in Q4 2020 and 21 closed out, a net change of +54 holders.
  • The largest Philips buyer in Q4 2020 was EdgePoint Investment Group, an estimated $302M added.
  • The largest Philips seller in Q4 2020 was BlackRock, an estimated $24.1M sold.

Based on aggregated 13F filings for Q4 2020.