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383 hedge funds and large institutions have $3.71B invested in Philips in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 127 increasing their positions, 210 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $26M | Put options by funds: $17.8M

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

2% more funds holding

Funds holding: 376383 (+7)

0.25% more ownership

Funds ownership: 9.61%9.86% (+0.25%)

9% less capital invested

Capital invested by funds: $4.06B → $3.71B (-$347M)

40% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 210

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
383
Holders Change
+7
Holders Change %
+1.86%
% of All Funds
6.67%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
127
Reduced
210
Closed
36
Calls
$26M
Puts
$17.8M
Net Calls
+$8.16M
Net Calls Change
+$7.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
251
Fiera Capital (Canada)
Quebec, Canada
$249K -$5.22K -113 -2%
PCA
252
Personal Capital Advisors
California
$245K -$28.6K -619 -9%
WPC
253
Waters Parkerson & Co
Louisiana
$242K -$5.09K -110 -2%
MPPW
254
Mitchell & Pahl Private Wealth
Oklahoma
$239K +$19.6K +425 +8%
QCG
255
Quadrant Capital Group
Ohio
$236K -$139 -3 -0.1%
HFP
256
Holistic Financial Partners
Indiana
$226K +$13.5K +293 +6%
SWM
257
Spire Wealth Management
Virginia
$223K -$40.4K -874 -14%
TCA
258
Transcend Capital Advisors
New Jersey
$222K -$6.2K -134 -2%
BFC
259
Bedel Financial Consulting
Indiana
$222K -$4.62K -100 -2%
TAIM
260
TD Ameritrade Investment Management
Nebraska
$222K +$60.2K +1,301 +32%
FSA
261
Franklin Street Advisors
North Carolina
$221K +$18K +390 +8%
EI
262
Ellevest Inc
New York
$219K +$22.6K +488 +10%
EGM
263
Engineers Gate Manager
New York
$217K -$98.3K -2,126 -29%
CT
264
Cambridge Trust
Massachusetts
$216K -$4.53K -98 -2%
LTI
265
Laffer Tengler Investments
Tennessee
$208K +$234K +5,058 New
WCM
266
Washington Capital Management
Washington
$207K -$4.3K -93 -2%
PCS
267
Personal CFO Solutions
New Jersey
$202K +$7.86K +170 +4%
CI Investments Inc
268
CI Investments Inc
Ontario, Canada
$201K -$11.4K -246 -5%
APA
269
American Portfolios Advisors
New York
$177K +$5.27K +114 +3%
HDIM
270
Hanson & Doremus Investment Management
Vermont
$163K -$492K -10,644 -72%
SC
271
Sierra Capital
Florida
$159K -$3.33K -72 -2%
CAL
272
Capital Analysts LLC
Pennsylvania
$152K +$24K +520 +16%
BWP
273
Baldwin Wealth Partners
Massachusetts
$151K -$13.7K -296 -7%
RFWA
274
RPg Family Wealth Advisory
Massachusetts
$151K +$170K +3,668 New
SN
275
Sittner & Nelson
Oregon
$136K -$2.82K -61 -2%

PHG Hedge Fund Activity: Q2 2021 in Review

383 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q2 2021, worth a combined $3.71B — down 8.5% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PHG positions and 36 closed out — a net gain of 9 holders — while 127 added to existing stakes and 210 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $171M. The largest seller was T. Rowe Price Associates, cutting an estimated $220M.

  • 383 institutional investors held Philips (PHG) as of Q2 2021, up from 376 in Q1 2021.
  • Funds reported $3.71B of Philips stock for Q2 2021, down 8.5% quarter-over-quarter.
  • 45 funds opened new Philips positions in Q2 2021 and 36 closed out, a net change of +9 holders.
  • The largest Philips buyer in Q2 2021 was Wellington Management Group, an estimated $171M added.
  • The largest Philips seller in Q2 2021 was T. Rowe Price Associates, an estimated $220M sold.

Based on aggregated 13F filings for Q2 2021.