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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
VWM
126
Venturi Wealth Management
Texas
$651K -$39.2K -1,318 -6%
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$639K -$1.01M -34,045 -62%
DI
128
Diligent Investors
California
$636K
RG
129
Rikoon Group
New Mexico
$586K +$610K +20,517 New
CIBC World Market
130
CIBC World Market
Ontario, Canada
$578K -$69.1K -2,325 -10%
Bessemer Group
131
Bessemer Group
New Jersey
$570K -$2.76K -93 -0.5%
OSAM
132
O'Shaughnessy Asset Management
Connecticut
$557K +$9.06K +305 +2%
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$556K -$80K -2,691 -12%
MCM
134
Murphy Capital Management
New Jersey
$555K
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$534K -$1.05M -35,242 -66%
IB
136
Intrust Bank
Kansas
$531K -$46.4K -1,560 -8%
JG
137
Jefferies Group
New York
$525K -$1.99M -66,856 -79%
FA
138
FDx Advisors
Illinois
$522K -$89.3K -3,006 -14%
Citadel Advisors
139
Citadel Advisors
Florida
$520K -$92.4M -3,110,255 -99%
GT
140
Greenleaf Trust
Michigan
$520K +$13.3K +449 +3%
HDIM
141
Hanson & Doremus Investment Management
Vermont
$520K +$366K +12,305 +221%
FIM
142
Freedom Investment Management
Connecticut
$513K +$38.3K +1,288 +8%
AIM
143
Anchor Investment Management
South Carolina
$512K -$24.8K -834 -5%
GHCM
144
Glen Harbor Capital Management
California
$512K
WAM
145
Wealthspire Advisors (Maryland)
Maryland
$509K -$5.86K -197 -1%
BOH
146
Bank of Hawaii
Hawaii
$502K +$44K +1,482 +9%
CG
147
Caprock Group
Idaho
$500K +$6.72K +226 +1%
BUB
148
BBVA USA Bancshares
Texas
$477K -$146K -4,911 -23%
Geode Capital Management
149
Geode Capital Management
Massachusetts
$465K +$45.3K +1,524 +11%
ACM
150
Adalta Capital Management
New York
$439K +$449K +15,104 New

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.