We are live on ! Find out more
PHG icon

Philips
PHG

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: 259 → 255 (-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: 5 → 3 (-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

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$191M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$129M
3
BlackRock
BlackRock
New York
+$80.5M
4
Boston Partners
Boston Partners
Massachusetts
+$53.8M
5
Wells Fargo
Wells Fargo
California
+$37.2M

Top Sellers

1
CI
Cambiar Investors
Colorado
-$111M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$45.1M
3
Bank of America
Bank of America
North Carolina
-$37.9M
4
LCS
Levin Capital Strategies
New York
-$29.3M
5
Morgan Stanley
Morgan Stanley
New York
-$28.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
276
Fox Run Management
Connecticut
– -$220K -9,724 Closed
SPC
277
Sigma Planning Corp
Michigan
– -$201K -8,891 Closed
Brown Advisory
278
Brown Advisory
Maryland
– -$201K -8,877 Closed
JCM
279
Jacobi Capital Management
Pennsylvania
– -$145K -6,358 Closed
NFA
280
Nationwide Fund Advisors
Ohio
– -$103K -4,547 Closed
IIC
281
Integrated Investment Consultants
Michigan
– -$101K -4,466 Closed
IDBONY
282
Israel Discount Bank of New York
New York
– -$31K -1,351 Closed
Manulife (Manufacturers Life Insurance)
283
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$19K -840 Closed
PWM
284
Perigon Wealth Management
California
– -$18K -802 Closed
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
– -$10K -436 Closed
WIM
286
Westside Investment Management
California
– -$7.99K -351 Closed
IWA
287
IBEX Wealth Advisors
New Jersey
– -$5K -228 Closed
SFS
288
Sowell Financial Services
Arkansas
– -$3K -135 Closed
FNBT
289
FineMark National Bank & Trust
Florida
– -$3K -115 Closed
TSW
290
Thompson Siegel & Walmsley
Virginia
– -$2K -84 Closed
SPIA
291
Steward Partners Investment Advisory
New York
– +$112 +5 New
8 9 10 11
12

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.