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Philips
PHG

236 hedge funds and large institutions have $1.78B invested in Philips in 2016 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

424% more call options, than puts

Call options by funds: $6.2M | Put options by funds: $1.18M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

17% more capital invested

Capital invested by funds: $1.52B → $1.78B (+$260M)

1% more funds holding

Funds holding: 234 → 236 (+2)

0.01% more ownership

Funds ownership: 8.7% → 8.71% (+0.01%)

16% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 89

Holders
236
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
6.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
29
Increased
75
Reduced
89
Closed
24
Calls
$6.2M
Puts
$1.18M
Net Calls
+$5.02M
Net Calls Change
+$3.83M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$187M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$41.3M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$38M
4
BCM
Becker Capital Management
Oregon
+$22.7M
5
Bank of America
Bank of America
North Carolina
+$19.6M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
-$226M
2
Ameriprise
Ameriprise
Minnesota
-$53.7M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$19.8M
4
MTB
Mizuho Trust & Banking
Japan
-$18.3M
5
SEI Investments
SEI Investments
Pennsylvania
-$15M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
76
Schwartz Investment Counsel
Michigan
$1.42M +$83K +4,052 +7%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$1.36M +$366K +17,877 +40%
Stifel Financial
78
Stifel Financial
Missouri
$1.36M -$14.5K -706 -1%
MCM
79
McKinley Capital Management
Alaska
$1.35M -$49.3K -2,409 -4%
AAM
80
Azzad Asset Management
Virginia
$1.33M +$495K +24,197 +66%
EA
81
Emerald Acquisition
Washington
$1.32M +$1.23M +60,100 New
SB
82
Suntrust Banks
Georgia
$1.31M +$144K +7,022 +13%
ANTB
83
AMG National Trust Bank
Colorado
$1.26M -$15.6K -764 -1%
SSB
84
Sandy Spring Bank
Maryland
$1.21M -$43.5K -2,125 -4%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$1.13M -$1.1M -53,821 -51%
LCM
86
Logan Capital Management
Pennsylvania
$1.13M +$14.4K +701 +1%
GF
87
Gabelli Funds
New York
$1.11M – – –
SCM
88
SOL Capital Management
Maryland
$1.09M -$4.5K -220 -0.4%
AIA
89
Avalon Investment & Advisory
Texas
$1.01M +$111K +5,432 +13%
First Trust Advisors
90
First Trust Advisors
Illinois
$1M -$139K -6,784 -13%
OC
91
Oppenheimer & Co
New York
$1M +$41.5K +2,025 +5%
Simplex Trading
92
Simplex Trading
Illinois
$958K +$748K +36,523 +505%
DC
93
Deere & Company
Illinois
$941K – – –
PA
94
Profund Advisors
Maryland
$933K +$72.1K +3,521 +9%
VKH
95
Virtu KCG Holdings
New York
$927K -$1.69M -82,432 -66%
Dodge & Cox
96
Dodge & Cox
California
$868K -$152K -7,428 -16%
PAM
97
Princeton Alpha Management
New Jersey
$859K +$101K +4,951 +14%
IB
98
Intrust Bank
Kansas
$856K -$39.3K -1,922 -5%
IPC
99
Independent Portfolio Consultants
Florida
$823K -$17.1K -837 -2%
ACI
100
AMP Capital Investors
Australia
$797K +$751K +36,669 New
2 3
4
5 6

PHG Hedge Fund Activity: Q3 2016 in Review

236 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q3 2016, worth a combined $1.78B — up 17% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PHG positions and 24 closed out — a net gain of 5 holders — while 75 added to existing stakes and 89 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $187M. The largest seller was Southeastern Asset Management, exiting entirely with an estimated $226M sold.

  • 236 institutional investors held Philips (PHG) as of Q3 2016, up from 234 in Q2 2016.
  • Funds reported $1.78B of Philips stock for Q3 2016, up 17% quarter-over-quarter.
  • 29 funds opened new Philips positions in Q3 2016 and 24 closed out, a net change of +5 holders.
  • The largest Philips buyer in Q3 2016 was Boston Partners, an estimated $187M added.
  • The largest Philips seller in Q3 2016 was Southeastern Asset Management, an estimated $226M sold.

Based on aggregated 13F filings for Q3 2016.