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
JP Morgan Chase
76
JP Morgan Chase
New York
$986K -$1.31M -90,968 -59%
1832 Asset Management
77
1832 Asset Management
Ontario, Canada
$867K +$794K +55,195 New
DFC
78
DB Fitzpatrick & Co
Idaho
$843K +$180K +12,512 +30%
LNWWM
79
Laird Norton Wetherby Wealth Management
California
$821K +$223K +15,492 +42%
Prudential Financial
80
Prudential Financial
New Jersey
$814K +$42K +2,922 +6%
BSAM
81
Blue Square Asset Management
New York
$798K +$730K +50,779 New
Kovitz Investment Group Partners
82
Kovitz Investment Group Partners
Illinois
$773K +$8.2K +570 +1%
AAM
83
Advisors Asset Management
Colorado
$769K +$161K +11,182 +30%
Cerity Partners
84
Cerity Partners
New York
$715K +$77K +5,358 +13%
RI
85
Ridgewood Investments
New Jersey
$707K -$21K -1,461 -3%
ECM
86
ExodusPoint Capital Management
New York
$703K -$786K -54,680 -55%
TPCW
87
TD Private Client Wealth
New York
$701K +$119K +8,277 +23%
BOH
88
Bank of Hawaii
Hawaii
$700K +$244K +16,984 +62%
SCM
89
SOL Capital Management
Maryland
$691K -$5K -348 -0.8%
LPL Financial
90
LPL Financial
California
$675K -$30.7K -2,134 -5%
GF
91
Gabelli Funds
New York
$670K
NW
92
NewEdge Wealth
Pennsylvania
$664K +$122K +8,506 +25%
Kayne Anderson Rudnick Investment Management
93
Kayne Anderson Rudnick Investment Management
California
$664K -$3.95K -275 -0.6%
Simplex Trading
94
Simplex Trading
Illinois
$657K +$297K +20,685 +98%
Truist Financial
95
Truist Financial
North Carolina
$654K +$55.5K +3,863 +10%
VAS
96
Vestmark Advisory Solutions
Massachusetts
$649K +$146K +10,183 +33%
Creative Planning
97
Creative Planning
Kansas
$616K +$182K +12,650 +48%
Citigroup
98
Citigroup
New York
$612K +$151K +10,498 +37%
American Century Companies
99
American Century Companies
Missouri
$596K +$5.05K +351 +0.9%
CP
100
Covenant Partners
Tennessee
$589K +$539K +37,461 New

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.