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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
Citigroup
101
Citigroup
New York
$985K -$85.8K -2,887 -8%
SSB
102
Sandy Spring Bank
Maryland
$982K -$68.9K -2,319 -6%
MYIA
103
Mount Yale Investment Advisors
Colorado
$972K +$994K +33,437 New
HIC
104
Holderness Investments Company
North Carolina
$956K -$27K -907 -3%
RFC
105
Regions Financial Corp
Alabama
$902K -$13K -437 -1%
JMPWA
106
JP Morgan Private Wealth Advisors
California
$874K +$893K +30,062 New
RC
107
RegentAtlantic Capital
New Jersey
$854K +$465K +15,638 +114%
CAM
108
Cidel Asset Management
Ontario, Canada
$850K -$30 -1 -0%
MIS
109
Morningstar Investment Services
Illinois
$845K +$61.6K +2,074 +8%
LCM
110
Logan Capital Management
Pennsylvania
$841K -$12.2K -409 -1%
Dodge & Cox
111
Dodge & Cox
California
$831K
MC
112
Moors & Cabot
Massachusetts
$819K +$13.7K +461 +2%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$816K +$54.1K +1,822 +7%
SCCM
114
Schafer Cullen Capital Management
New York
$808K -$6.95K -234 -0.8%
BFO
115
Biltmore Family Office
North Carolina
$797K
RHBC
116
R.H. Bluestein & Co
Michigan
$766K
KWA
117
KCS Wealth Advisory
California
$758K +$63.2K +2,125 +9%
Invesco
118
Invesco
Georgia
$757K +$862 +29 +0.1%
LNWWM
119
Laird Norton Wetherby Wealth Management
California
$735K +$11.1K +374 +2%
Franklin Resources
120
Franklin Resources
California
$731K
CL
121
Choreo LLC
Illinois
$712K -$1.43K -48 -0.2%
PA
122
Profund Advisors
Maryland
$706K -$585K -19,682 -45%
AIIMS
123
Analyst IMS Investment Management Services
Israel
$706K -$4.4K -148 -0.6%
State Street
124
State Street
Massachusetts
$701K +$286K +9,612 +66%
Toronto Dominion Bank
125
Toronto Dominion Bank
Ontario, Canada
$663K

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.