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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
NSIM
326
North Star Investment Management
Illinois
$26K – – –
GWS
327
Glassman Wealth Services
Virginia
$26K +$9.95K +241 +68%
PMFA
328
Plante Moran Financial Advisors
Michigan
$25K – – –
FHC
329
First Horizon Corporation
Tennessee
$24K -$2.11K -51 -9%
Schroder Investment Management Group
330
Schroder Investment Management Group
United Kingdom
$24K – – –
FPFS
331
First Personal Financial Services
North Carolina
$23K -$7.8K -189 -27%
LWCFA
332
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K +$22K +533 New
ACA
333
Atlas Capital Advisors
Wyoming
$22.1K +$20.8K +503 New
CFA
334
Carroll Financial Associates
North Carolina
$22K – – –
Bessemer Group
335
Bessemer Group
New Jersey
$21K +$19.5K +473 New
ST
336
Smithfield Trust
Pennsylvania
$20K – – –
OAJ
337
Ogorek Anthony Joseph
New York
$19K – – –
NL
338
NVWM LLC
Pennsylvania
$18K – – –
JWM
339
Janiczek Wealth Management
Colorado
$17K +$14.9K +360 +1,385%
HPC
340
HM Payson & Co
Maine
$17K +$16.2K +393 New
GEA
341
Glen Eagle Advisors
New Jersey
$16.6K – – –
CFB
342
Cullen/Frost Bankers
Texas
$16K -$1.36K -33 -8%
BWM
343
BerganKDV Wealth Management
Minnesota
$16K – – –
GWMIA
344
Global Wealth Management Investment Advisory
Florida
$16K +$15.3K +370 New
FCA
345
FinTrust Capital Advisors
South Carolina
$15K – – –
JCM
346
Jacobi Capital Management
Pennsylvania
$14K +$495 +12 +4%
LWA
347
Lenox Wealth Advisors
New York
$14K +$6.85K +166 +115%
EIP
348
Ellis Investment Partners
Pennsylvania
$13K – – –
FHA
349
First Horizon Advisors
Tennessee
$13K +$1.61K +39 +14%
CCA
350
Childress Capital Advisors
Texas
$13K +$12.6K +305 New
12 13
14
15 16

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.