We are live on ! Find out more

260 hedge funds and large institutions have $1.13B invested in Philips in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 108 increasing their positions, 63 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 63

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $1.17B → $1.13B (-$34.6M)

2.35% less ownership

Funds ownership: 10.47%8.12% (-2.4%)

5% less funds holding

Funds holding: 273260 (-13)

15% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 40

19% less call options, than puts

Call options by funds: $29.1M | Put options by funds: $36.1M

Holders
260
Holders Change
-13
Holders Change %
-4.76%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
108
Reduced
63
Closed
40
Calls
$29.1M
Puts
$36.1M
Net Calls
-$6.91M
Net Calls Change
+$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
BONH
51
Bank of New Hampshire
New Hampshire
$1.65M +$1.51M +105,257 New
Bank of New York Mellon
52
Bank of New York Mellon
New York
$1.63M +$361K +25,085 +32%
HFS
53
Hantz Financial Services
Michigan
$1.54M +$109K +7,612 +8%
State Street
54
State Street
Massachusetts
$1.53M +$39.5K +2,751 +3%
Norges Bank
55
Norges Bank
Norway
$1.46M
HCMT
56
Highland Capital Management (Tennessee)
Tennessee
$1.42M +$5.03K +350 +0.4%
Osaic Holdings
57
Osaic Holdings
Arizona
$1.42M +$251K +17,441 +24%
EARNEST Partners
58
EARNEST Partners
Georgia
$1.31M
PMAM
59
Penn Mutual Asset Management
Pennsylvania
$1.27M +$1.16M +80,933 New
Ameriprise
60
Ameriprise
Minnesota
$1.24M -$94.5K -6,572 -8%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$1.24M +$409K +28,450 +56%
Capital Fund Management (CFM)
62
Capital Fund Management (CFM)
France
$1.24M -$506K -35,210 -31%
US Bancorp
63
US Bancorp
Minnesota
$1.21M +$213K +14,784 +24%
LWAM
64
Legacy Wealth Asset Management
Minnesota
$1.2M -$64K -4,452 -5%
Mariner
65
Mariner
Kansas
$1.18M +$277K +19,259 +34%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$1.17M +$117K +8,143 +12%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$1.16M +$138K +9,633 +15%
KWA
68
KCS Wealth Advisory
California
$1.15M +$115K +7,993 +12%
Corient Private Wealth
69
Corient Private Wealth
Florida
$1.15M +$701K +48,736 +201%
RFC
70
Regions Financial Corp
Alabama
$1.11M +$294K +20,475 +41%
SIA
71
Schechter Investment Advisors
Michigan
$1.09M +$58.4K +4,063 +6%
FTDI
72
First Trust Direct Indexing
Massachusetts
$1.08M +$88.6K +6,162 +10%
CGH
73
Crossmark Global Holdings
Texas
$1.08M -$66.1K -4,600 -6%
BMC
74
Benin Management Corp
Connecticut
$1.07M
MML Investors Services
75
MML Investors Services
Massachusetts
$1.01M +$22.9K +1,594 +3%

PHG Hedge Fund Activity: Q1 2023 in Review

260 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q1 2023, worth a combined $1.13B — down 3% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of PHG and 34 opened new positions — a net loss of 6 holders — while 63 trimmed existing stakes and 108 added.

The largest buyer was BlackRock, adding an estimated $25.1M. The largest seller was Harris Associates, exiting entirely with an estimated $186M sold.

  • 260 institutional investors held Philips (PHG) as of Q1 2023, down from 273 in Q4 2022.
  • Funds reported $1.13B of Philips stock for Q1 2023, down 3% quarter-over-quarter.
  • 34 funds opened new Philips positions in Q1 2023 and 40 closed out, a net change of -6 holders.
  • The largest Philips buyer in Q1 2023 was BlackRock, an estimated $25.1M added.
  • The largest Philips seller in Q1 2023 was Harris Associates, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2023.