We are live on ! Find out more

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
SIS
251
Sound Income Strategies
Florida
$624 -$158 -11 -22%
Barclays
252
Barclays
United Kingdom
$606
LWP
253
Lumature Wealth Partners
Georgia
$551 +$503 +35 New
AIC
254
Archer Investment Corporation
Indiana
$367
KFI
255
Key Financial Inc
Pennsylvania
$349
TWD
256
True Wealth Design
Ohio
$331
BAAM
257
Baker Avenue Asset Management
California
$263 +$230 +16 New
FPFS
258
First Personal Financial Services
North Carolina
$19
FGAM
259
Financial Gravity Asset Management
Texas
$11 +$331 +23 New
Harris Associates
260
Harris Associates
Illinois
-$186M -14,511,663 Closed
CWM
261
CIBC World Markets
New York
-$7.07M -550,651 Closed
Capital International Investors
262
Capital International Investors
California
-$6.82M -531,612 Closed
Voloridge Investment Management
263
Voloridge Investment Management
Florida
-$3.62M -281,908 Closed
Two Sigma Investments
264
Two Sigma Investments
New York
-$3.26M -254,282 Closed
CGPCS
265
Capital Group Private Client Services
California
-$2.63M -204,608 Closed
FCI
266
Financial Counselors Inc
Kansas
-$2.14M -166,655 Closed
QT
267
Quantbot Technologies
New York
-$2.01M -156,324 Closed
CI
268
Conning Inc
Connecticut
-$1.78M -138,402 Closed
FI
269
Fosun International
China
-$1.78M -138,402 Closed
Jane Street
270
Jane Street
New York
-$1.58M -122,980 Closed
Qube Research & Technologies (QRT)
271
Qube Research & Technologies (QRT)
United Kingdom
-$1.47M -114,402 Closed
CCIA
272
Campbell & Co Investment Adviser
Maryland
-$1.42M -110,333 Closed
E
273
Ergoteles
New York
-$1.41M -109,983 Closed
Massachusetts Financial Services
274
Massachusetts Financial Services
Massachusetts
-$1.01M -78,901 Closed
Balyasny Asset Management
275
Balyasny Asset Management
Illinois
-$611K -47,584 Closed

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.