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Philips
PHG

280 hedge funds and large institutions have $1.38B invested in Philips in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 102 increasing their positions, 84 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 84

0.33% less ownership

Funds ownership: 8.79% → 8.45% (-0.33%)

6% less funds holding

Funds holding: 299 → 280 (-19)

18% less capital invested

Capital invested by funds: $1.68B → $1.38B (-$294M)

32% less call options, than puts

Call options by funds: $5.65M | Put options by funds: $8.3M

38% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 50

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
280
Holders Change
-19
Holders Change %
-6.35%
% of All Funds
4.03%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
102
Reduced
84
Closed
50
Calls
$5.65M
Puts
$8.3M
Net Calls
-$2.64M
Net Calls Change
+$4.73M

Top Buyers

1
MIP
Mondrian Investment Partners
United Kingdom
+$63.6M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$17.5M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$14.4M
4
Jane Street
Jane Street
New York
+$10.6M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$8.06M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$76.4M
2
Morgan Stanley
Morgan Stanley
New York
-$67.5M
3
Optiver Holding
Optiver Holding
Netherlands
-$11.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$9.43M
5
FMI
Fiduciary Management Inc
Wisconsin
-$7.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
301
Bayesian Capital Management
New York
– -$234K -11,224 Closed
LFA
302
Legacy Financial Advisors
Kentucky
– -$234K -11,194 Closed
FFM
303
Forum Financial Management
Illinois
– -$224K -10,723 Closed
CAN
304
Cetera Advisor Networks
California
– -$214K -10,262 Closed
EI
305
Ellevest Inc
New York
– -$213K -10,199 Closed
CCP
306
Clifford Capital Partners
Utah
– -$212K -10,178 Closed
B
307
BetterWealth
California
– -$210K -10,056 Closed
SMH
308
Sanders Morris Harris
Texas
– -$213K -9,879 Closed
BCI
309
Brinker Capital Investments
Pennsylvania
– -$209K -9,647 Closed
OPS
310
Orion Portfolio Solutions
Nebraska
– -$209K -9,647 Closed
CIM
311
Contravisory Investment Management
Massachusetts
– -$200K -9,601 Closed
EL
312
EMFO LLC
Florida
– -$150K -7,167 Closed
ACA
313
Atlas Capital Advisors
Wyoming
– -$72.6K -3,478 Closed
GI
314
Gradient Investments
Minnesota
– -$23.9K -1,144 Closed
GWS
315
Glassman Wealth Services
Virginia
– -$12.9K -620 Closed
BWP
316
Baldwin Wealth Partners
Massachusetts
– -$7.44K -357 Closed
PA
317
PSI Advisors
Florida
– -$5.67K -272 Closed
CWP
318
Concord Wealth Partners
Virginia
– -$5.51K -264 Closed
CTB
319
Country Trust Bank
Illinois
– -$4.97K -238 Closed
PWA
320
Provenance Wealth Advisors
Florida
– -$4.41K -211 Closed
MCM
321
Manchester Capital Management
Vermont
– -$3.83K -183 Closed
Bessemer Group
322
Bessemer Group
New Jersey
– -$4K -179 Closed
NFA
323
Northwest Financial Advisors
Virginia
– -$2.99K -143 Closed
NMG
324
New Millennium Group
Utah
– -$2.68K -129 Closed
IGWM
325
ICA Group Wealth Management
Colorado
– -$2.52K -121 Closed
10 11 12
13
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PHG Hedge Fund Activity: Q1 2024 in Review

280 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q1 2024, worth a combined $1.38B — down 18% from $1.68B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of PHG and 31 opened new positions — a net loss of 19 holders — while 84 trimmed existing stakes and 102 added.

The largest buyer was Mondrian Investment Partners, adding an estimated $63.6M. The largest seller was Fidelity Investments, cutting an estimated $76.4M.

  • 280 institutional investors held Philips (PHG) as of Q1 2024, down from 299 in Q4 2023.
  • Funds reported $1.38B of Philips stock for Q1 2024, down 18% quarter-over-quarter.
  • 31 funds opened new Philips positions in Q1 2024 and 50 closed out, a net change of -19 holders.
  • The largest Philips buyer in Q1 2024 was Mondrian Investment Partners, an estimated $63.6M added.
  • The largest Philips seller in Q1 2024 was Fidelity Investments, an estimated $76.4M sold.

Based on aggregated 13F filings for Q1 2024.