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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
BTS
101
BB&T Securities
Virginia
$786K -$5.67K -277 -0.8%
HIC
102
Holderness Investments Company
North Carolina
$786K -$2.93K -143 -0.4%
Toronto Dominion Bank
103
Toronto Dominion Bank
Ontario, Canada
$742K -$19.2K -940 -3%
PA
104
Pinnacle Associates
New York
$739K -$273K -13,346 -28%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$739K -$4.07K -199 -0.6%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$737K -$2.93K -143 -0.4%
ONB
107
Old National Bancorp
Indiana
$712K +$251K +12,244 +60%
IAA
108
Ironsides Asset Advisors
North Carolina
$694K -$41 -2 -0%
SC
109
Saturna Capital
Washington
$691K -$23.6K -1,153 -4%
WIS
110
Wright Investors Service
Connecticut
$679K -$4.42K -216 -0.7%
USAA
111
United Services Automobile Association
Texas
$655K +$9.46K +462 +2%
SCCM
112
Schafer Cullen Capital Management
New York
$638K -$6.31K -308 -1%
Citadel Advisors
113
Citadel Advisors
Florida
$597K -$4.36M -213,044 -89%
MC
114
Moors & Cabot
Massachusetts
$593K +$155K +7,552 +39%
RHBC
115
R.H. Bluestein & Co
Michigan
$592K – – –
AIIMS
116
Analyst IMS Investment Management Services
Israel
$569K -$18.6K -909 -3%
Mirae Asset Global Investments
117
Mirae Asset Global Investments
South Korea
$543K +$508K +24,811 New
ECM
118
ETrade Capital Management
Virginia
$541K +$127K +6,221 +34%
KeyBank National Association
119
KeyBank National Association
Ohio
$533K -$4.28K -209 -0.9%
VWM
120
Venturi Wealth Management
Texas
$533K +$166K +8,103 +50%
QT
121
Quantbot Technologies
New York
$517K +$484K +23,637 New
DI
122
Diligent Investors
California
$500K – – –
LMGAM
123
Liberty Mutual Group Asset Management
Massachusetts
$500K +$467K +22,824 New
JMPWA
124
JP Morgan Private Wealth Advisors
California
$481K -$52.4K -2,558 -10%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$477K +$445K +21,751 New
3 4
5
6 7

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.