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Philips
PHG

213 hedge funds and large institutions have $2.13B invested in Philips in 2013 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

36% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $1.51M

13% more capital invested

Capital invested by funds: $1.88B → $2.13B (+$251M)

8% more funds holding

Funds holding: 197 → 213 (+16)

0% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 67

0.14% less ownership

Funds ownership: 9% → 8.86% (-0.14%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
213
Holders Change
+16
Holders Change %
+8.12%
% of All Funds
6.18%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
37
Increased
67
Reduced
67
Closed
21
Calls
$2.05M
Puts
$1.51M
Net Calls
+$540K
Net Calls Change
-$90K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.2M
2
LCS
Levin Capital Strategies
New York
+$17.5M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
+$14.5M
4
CI
Cambiar Investors
Colorado
+$9.92M
5
BHC
Bowen Hanes & Co
Florida
+$9.13M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$51.2M
2
SAM
Southeastern Asset Management
Tennessee
-$23.2M
3
Victory Capital Management
Victory Capital Management
Texas
-$17.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$11.6M
5
IG
ING Group
Netherlands
-$6.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZAM
26
Zevin Asset Management
Massachusetts
$9.79M -$506K -21,035 -5%
Morgan Stanley
27
Morgan Stanley
New York
$9.78M +$859K +35,693 +10%
BHC
28
Bowen Hanes & Co
Florida
$9.71M +$9.13M +379,133 New
BCAM
29
Boston Common Asset Management
Massachusetts
$9.47M +$166K +6,890 +2%
RCYC
30
Richard C. Young & Co
Rhode Island
$9.27M -$51.7K -2,149 -0.6%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$9.1M -$189K -7,861 -2%
MAA
32
Managed Account Advisors
New Jersey
$8.64M -$301K -12,497 -4%
TAM
33
Trillium Asset Management
Massachusetts
$8.1M +$401K +16,677 +6%
AG
34
Aperio Group
California
$7.67M -$6.58M -273,345 Closed
AAM
35
Advisors Asset Management
Colorado
$7.31M +$1.16M +48,268 +20%
HHMI
36
Howard Hughes Medical Institute
Maryland
$6.84M +$6.43M +266,944 New
Deutsche Bank
37
Deutsche Bank
Germany
$6.83M +$492K +20,432 +8%
FBP
38
Flippin Bruce & Porter
Virginia
$6.49M -$860K -35,740 -12%
GG
39
Greenwood Gearhart
Arkansas
$6.47M -$53.9K -2,241 -0.9%
STMM
40
South Texas Money Management
Texas
$6.22M +$5.85M +242,838 New
Goldman Sachs
41
Goldman Sachs
New York
$6.19M +$393K +16,314 +7%
PPA
42
Parametric Portfolio Associates
Washington
$6.09M +$334K +13,867 +6%
BAM
43
Barrett Asset Management
New York
$6.09M – – –
Bank of America
44
Bank of America
North Carolina
$5.96M +$170K +7,072 +3%
HJGA
45
Hardman Johnston Global Advisors
Connecticut
$4.51M +$4.24M +175,981 New
FWCM
46
Ferguson Wellman Capital Management
Oregon
$4.42M +$57.2K +2,376 +1%
FCI
47
Financial Counselors Inc
Kansas
$4.04M -$36.3K -1,508 -0.9%
MSR
48
Main Street Research
Connecticut
$4M +$62K +2,576 +2%
SSB
49
Sandy Spring Bank
Maryland
$3.88M -$150K -6,222 -4%
JP Morgan Chase
50
JP Morgan Chase
New York
$3.82M -$184K -7,642 -5%
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PHG Hedge Fund Activity: Q4 2013 in Review

213 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q4 2013, worth a combined $2.13B — up 13% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PHG positions and 21 closed out — a net gain of 16 holders — while 67 added to existing stakes and 67 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $22.2M. The largest seller was Dodge & Cox, cutting an estimated $51.2M.

  • 213 institutional investors held Philips (PHG) as of Q4 2013, up from 197 in Q3 2013.
  • Funds reported $2.13B of Philips stock for Q4 2013, up 13% quarter-over-quarter.
  • 37 funds opened new Philips positions in Q4 2013 and 21 closed out, a net change of +16 holders.
  • The largest Philips buyer in Q4 2013 was Fidelity Investments, an estimated $22.2M added.
  • The largest Philips seller in Q4 2013 was Dodge & Cox, an estimated $51.2M sold.

Based on aggregated 13F filings for Q4 2013.