Philips
338 hedge funds and large institutions have $2.05B invested in Philips in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 107 increasing their positions, 100 reducing their positions, and 24 closing their positions.
138% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 24
27% more call options, than puts
Call options by funds: $12.3M | Put options by funds: $9.67M
21% more capital invested
Capital invested by funds: $1.7B → $2.05B (+$353M)
9% more funds holding
Funds holding: 311 → 338 (+27)
7% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 100
0.73% more ownership
Funds ownership: 5.12% → 5.85% (+0.73%)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$102M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$97.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$44.4M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$18.3M |
| 5 |
CBT
Capital Bank & Trust
Irvine,
California
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$23.5M |
| 2 |
Jane Street
New York
|
-$16.3M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$7.25M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.83M |
| 5 |
SCM
SKBA Capital Management
San Francisco,
California
|
-$4.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
351
Cerity Partners
New York
| – | -$350K | -9,546 | Closed |
|
|
SCM
352
Stevens Capital Management
Radnor,
Pennsylvania
| – | -$316K | -8,610 | Closed |
|
|
BFO
353
Biltmore Family Office
Charlotte,
North Carolina
| – | -$279K | -7,620 | Closed |
|
|
VFPI
354
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| – | -$250K | -6,825 | Closed |
|
|
RFWA
355
RPg Family Wealth Advisory
Burlington,
Massachusetts
| – | -$229K | -6,253 | Closed |
|
|
EWA
356
EP Wealth Advisors
Torrance,
California
| – | -$207K | -5,659 | Closed |
|
|
PCM
357
Penserra Capital Management
Orinda,
California
| – | -$123K | -3,374 | Closed |
|
358
UBS AM
Chicago,
Illinois
| – | -$71.1K | -1,940 | Closed |
|
|
AP
359
Atwood & Palmer
Kansas City,
Missouri
| – | -$37K | -1,006 | Closed |
|
|
BL
360
Balentine LLC
Atlanta,
Georgia
| – | -$11K | -311 | Closed |
|
|
CB
361
Community Bank
Dewitt,
New York
| – | -$6K | -164 | Closed |
|
|
CI
362
CX Institutional
Auburn,
Indiana
| – | -$3K | -73 | Closed |
|
PHG Hedge Fund Activity: Q4 2019 in Review
338 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q4 2019, worth a combined $2.05B — up 21% from $1.7B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new PHG positions and 24 closed out — a net gain of 33 holders — while 107 added to existing stakes and 100 trimmed.
The largest buyer was BlackRock, adding an estimated $102M. The largest seller was Arrowstreet Capital, cutting an estimated $23.5M.
- 338 institutional investors held Philips (PHG) as of Q4 2019, up from 311 in Q3 2019.
- Funds reported $2.05B of Philips stock for Q4 2019, up 21% quarter-over-quarter.
- 57 funds opened new Philips positions in Q4 2019 and 24 closed out, a net change of +33 holders.
- The largest Philips buyer in Q4 2019 was BlackRock, an estimated $102M added.
- The largest Philips seller in Q4 2019 was Arrowstreet Capital, an estimated $23.5M sold.
Based on aggregated 13F filings for Q4 2019.