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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
SN
276
Sittner & Nelson
Oregon
$149K +$140K +3,381 New
RA
277
Reby Advisors
Connecticut
$141K +$133K +3,220 New
CYG
278
Clean Yield Group
Vermont
$135K – – –
GRP
279
Global Retirement Partners
California
$133K -$18.8K -455 -13%
SBL
280
Sargent Bickham Lagudis
Colorado
$125K – – –
QT
281
Quantbot Technologies
New York
$108K -$136K -3,287 -57%
Acadian Asset Management
282
Acadian Asset Management
Massachusetts
$106K -$27.8K -673 -22%
BCP
283
Blue Chip Partners
Michigan
$106K +$99.2K +2,402 New
PWPS
284
Pinnacle Wealth Planning Services
Ohio
$101K +$95.4K +2,310 New
SPIA
285
Steward Partners Investment Advisory
New York
$99K +$1.32K +32 +1%
LWM
286
Liberty Wealth Management
California
$99K +$11.9K +288 +15%
DOA
287
D'Orazio & Associates
Virginia
$83K – – –
PWMG
288
Prestige Wealth Management Group
New Jersey
$82K – – –
GWM
289
Geneos Wealth Management
Colorado
$81K +$15.6K +379 +28%
SWA
290
SOA Wealth Advisors
New York
$80K +$72.6K +1,758 New
ASN
291
Advisory Services Network
Georgia
$77K -$41.8K -1,013 -37%
AIM
292
Anchor Investment Management
South Carolina
$74K -$20.8K -503 -23%
NFG
293
Next Financial Group
Texas
$73K -$3.1K -75 -4%
VFA
294
Valeo Financial Advisors
Indiana
$70K +$6.11K +148 +10%
LC
295
Lindbrook Capital
California
$66K +$661 +16 +1%
CIM
296
Contravisory Investment Management
Massachusetts
$66K +$1.61K +39 +3%
PB
297
Pinnacle Bancorp
Nebraska
$65K – – –
TFS
298
TrustCore Financial Services
Tennessee
$61K – – –
AF
299
Allworth Financial
California
$56K – – –
FWM
300
Focused Wealth Management
New York
$55K – – –
10 11
12
13 14

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.