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290 hedge funds and large institutions have $1.95B invested in Philips in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more call options, than puts

Call options by funds: $6.52M | Put options by funds: $1.42M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 92

1.66% less ownership

Funds ownership: 8.8%7.13% (-1.7%)

2% less funds holding

Funds holding: 296290 (-6)

11% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 45

18% less capital invested

Capital invested by funds: $2.37B → $1.95B (-$423M)

Holders
290
Holders Change
-6
Holders Change %
-2.03%
% of All Funds
6.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
40
Increased
90
Reduced
92
Closed
45
Calls
$6.52M
Puts
$1.42M
Net Calls
+$5.1M
Net Calls Change
+$2.32M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
51
Stevens Capital Management
Pennsylvania
$3.91M +$4M +134,506 New
SFI
52
Susquehanna Fundamental Investments
Pennsylvania
$3.87M +$3.95M +133,034 New
HCMT
53
Highland Capital Management (Tennessee)
Tennessee
$3.77M -$206K -6,942 -5%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$3.72M -$3.5M -117,894 -48%
AA
55
Apriem Advisors
California
$3.61M +$1.37M +45,981 +59%
ANTB
56
AMG National Trust Bank
Colorado
$3.31M +$91.3K +3,071 +3%
QIM
57
Quantitative Investment Management
Virginia
$3.29M -$720K -24,241 -18%
FIMG
58
Financial & Investment Management Group
Michigan
$3.23M +$3.3M +110,886 New
AllianceBernstein
59
AllianceBernstein
Tennessee
$3.01M +$3.08M +103,641 New
SCM
60
Sio Capital Management
New York
$2.94M +$349K +11,742 +13%
SCM
61
Salem Capital Management
Massachusetts
$2.89M +$117K +3,952 +4%
TCM
62
Tekla Capital Management
Massachusetts
$2.89M +$209K +7,029 +8%
AIA
63
Avalon Investment & Advisory
Texas
$2.45M -$472K -15,875 -16%
1832 Asset Management
64
1832 Asset Management
Ontario, Canada
$2.39M +$450K +15,155 +23%
TAM
65
Trillium Asset Management
Massachusetts
$2.31M +$2.37M +79,579 New
OCM
66
One Capital Management
California
$2.31M +$16.4K +551 +0.7%
M&T Bank
67
M&T Bank
New York
$2.26M +$308K +10,374 +15%
BC
68
Brinker Capital
Pennsylvania
$2.25M +$101K +3,400 +5%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$2.23M +$730K +24,575 +47%
Comerica Bank
70
Comerica Bank
Texas
$2.15M +$31.7K +1,068 +2%
AAM
71
Advisors Asset Management
Colorado
$1.93M -$450K -15,137 -18%
PSUF
72
People's United Financial
Connecticut
$1.92M -$123K -4,147 -6%
GG
73
Gofen & Glossberg
Illinois
$1.76M
HI
74
Harrington Investments
California
$1.74M -$1.72K -58 -0.1%
PAI
75
Pittenger & Anderson Inc
Nebraska
$1.74M

PHG Hedge Fund Activity: Q1 2018 in Review

290 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q1 2018, worth a combined $1.95B — down 18% from $2.37B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of PHG and 40 opened new positions — a net loss of 5 holders — while 92 trimmed existing stakes and 90 added.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $84M. The largest seller was Arrowstreet Capital, cutting an estimated $130M.

  • 290 institutional investors held Philips (PHG) as of Q1 2018, down from 296 in Q4 2017.
  • Funds reported $1.95B of Philips stock for Q1 2018, down 18% quarter-over-quarter.
  • 40 funds opened new Philips positions in Q1 2018 and 45 closed out, a net change of -5 holders.
  • The largest Philips buyer in Q1 2018 was Wellington Management Group, an estimated $84M added.
  • The largest Philips seller in Q1 2018 was Arrowstreet Capital, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2018.