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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
OC
351
Oakworth Capital
Alabama
$12K – – –
AWG
352
Altus Wealth Group
Colorado
$11K +$10.4K +252 New
FF
353
FourThought Financial
Florida
$11K +$10.7K +260 New
TIAM2
354
Tru Independence Asset Management 2
Oregon
$10K +$9.45K +229 New
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
RPWA
356
Regent Peak Wealth Advisors
Georgia
$8K +$7.18K +174 New
KFS
357
Kelly Financial Services
Massachusetts
$7.23K – – –
RWA
358
Ropes Wealth Advisors
Massachusetts
$7K -$4.62K -112 -41%
Federated Hermes
359
Federated Hermes
Pennsylvania
$6K – – –
HCP
360
Hexagon Capital Partners
Arkansas
$6K – – –
WEC
361
Winslow Evans & Crocker
Massachusetts
$6K – – –
CFD
362
Creative Financial Designs
Indiana
$5K – – –
GAM
363
Gemmer Asset Management
California
$5K – – –
VCG
364
Vantage Consulting Group
Virginia
$5K +$4.5K +109 New
HWM
365
HighMark Wealth Management
Minnesota
$4K – – –
COCM
366
Charter Oak Capital Management
New Hampshire
$4K +$4.09K +99 New
NSB
367
Norway Savings Bank
Maine
$4K +$4.21K +102 New
AWA
368
Arkadios Wealth Advisors
Georgia
$4K +$4.58K +111 New
BAM
369
Bellevue Asset Management
Washington
$3K – – –
CCA
370
Column Capital Advisors
Indiana
$3K +$206 +5 +7%
BSSFA
371
Baron Silver Stevens Financial Advisors
Florida
$3K +$2.85K +69 New
M
372
MOTCO
Texas
$3K +$3.01K +73 New
ME
373
McIlrath & Eck
Washington
$2K – – –
SL
374
Savior LLC
Massachusetts
$2K – – –
SIS
375
Sound Income Strategies
Florida
$2K – – –
13 14
15
16 17

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.