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299 hedge funds and large institutions have $1.68B invested in Philips in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 91 increasing their positions, 87 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 22

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more capital invested

Capital invested by funds: $1.28B → $1.68B (+$399M)

12% more funds holding

Funds holding: 267299 (+32)

1.09% more ownership

Funds ownership: 7.7%8.79% (+1.1%)

5% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 87

36% less call options, than puts

Call options by funds: $13.1M | Put options by funds: $20.4M

Holders
299
Holders Change
+32
Holders Change %
+11.99%
% of All Funds
4.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
59
Increased
91
Reduced
87
Closed
22
Calls
$13.1M
Puts
$20.4M
Net Calls
-$7.37M
Net Calls Change
+$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
251
First Horizon Advisors
Tennessee
$7.04K
ZB
252
Zions Bancorporation
Utah
$6.98K
TLA
253
Tanglewood Legacy Advisors
Texas
$6.79K
LFG
254
Larson Financial Group
Missouri
$6.72K +$982 +54 +20%
JWA
255
JFS Wealth Advisors
Pennsylvania
$6.7K
CBT
256
CoreFirst Bank & Trust
Kansas
$6.56K
CT
257
Colonial Trust
South Carolina
$6.35K -$1.22K -67 -18%
CWM
258
Compass Wealth Management
Connecticut
$6.3K
CFB
259
Cullen/Frost Bankers
Texas
$6.11K
CFGS
260
Concourse Financial Group Securities
Alabama
$5.86K +$91 +5 +2%
PA
261
PSI Advisors
Florida
$5.67K -$17.8K -979 -78%
CWP
262
Concord Wealth Partners
Virginia
$5.51K
CTB
263
Country Trust Bank
Illinois
$4.97K +$4.33K +238 New
PWA
264
Provenance Wealth Advisors
Florida
$4.41K +$3.84K +211 New
CWC
265
Carolinas Wealth Consulting
North Carolina
$4.08K +$127 +7 +4%
Bessemer Group
266
Bessemer Group
New Jersey
$4K +$3.25K +179 New
MCM
267
Manchester Capital Management
Vermont
$3.83K
Jones Financial Companies
268
Jones Financial Companies
Missouri
$3.55K -$4.51K -248 -59%
KFS
269
Kelly Financial Services
Massachusetts
$3.44K
SPIA
270
Steward Partners Investment Advisory
New York
$3.12K
VWA
271
Valued Wealth Advisors
Utah
$3.09K +$3.15K +173 New
GKIM
272
GW&K Investment Management
Massachusetts
$3K
ST
273
Smithfield Trust
Pennsylvania
$3K
NFA
274
Northwest Financial Advisors
Virginia
$2.99K +$2.6K +143 New
RFG
275
REAP Financial Group
Texas
$2.94K +$2.56K +141 New

PHG Hedge Fund Activity: Q4 2023 in Review

299 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q4 2023, worth a combined $1.68B — up 31% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new PHG positions and 22 closed out — a net gain of 37 holders — while 91 added to existing stakes and 87 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74.8M. The largest seller was Macquarie Group, cutting an estimated $18.3M.

  • 299 institutional investors held Philips (PHG) as of Q4 2023, up from 267 in Q3 2023.
  • Funds reported $1.68B of Philips stock for Q4 2023, up 31% quarter-over-quarter.
  • 59 funds opened new Philips positions in Q4 2023 and 22 closed out, a net change of +37 holders.
  • The largest Philips buyer in Q4 2023 was Morgan Stanley, an estimated $74.8M added.
  • The largest Philips seller in Q4 2023 was Macquarie Group, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2023.