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299 hedge funds and large institutions have $1.68B invested in Philips in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 91 increasing their positions, 87 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 22

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more capital invested

Capital invested by funds: $1.28B → $1.68B (+$399M)

12% more funds holding

Funds holding: 267299 (+32)

1.09% more ownership

Funds ownership: 7.7%8.79% (+1.1%)

5% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 87

36% less call options, than puts

Call options by funds: $13.1M | Put options by funds: $20.4M

Holders
299
Holders Change
+32
Holders Change %
+11.99%
% of All Funds
4.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
59
Increased
91
Reduced
87
Closed
22
Calls
$13.1M
Puts
$20.4M
Net Calls
-$7.37M
Net Calls Change
+$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
126
Advisors Asset Management
Colorado
$537K -$234K -12,867 -33%
EH
127
Equitable Holdings
New York
$528K
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$517K -$7.09K -390 -2%
SWP
129
Strategic Wealth Partners
Ohio
$516K -$1.41M -77,681 -76%
Envestnet Portfolio Solutions
130
Envestnet Portfolio Solutions
Illinois
$499K +$24K +1,321 +6%
TFS
131
Thoroughbred Financial Services
Tennessee
$498K -$161K -8,854 -27%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$495K -$28.6K -1,574 -6%
RJT
133
Raymond James Trust
Florida
$488K -$79.8K -4,387 -16%
AIA
134
Angeles Investment Advisors
California
$475K +$2.98K +164 +0.7%
SFA
135
Sequoia Financial Advisors
Ohio
$473K +$413K +22,688 New
ASN
136
Advisory Services Network
Georgia
$446K -$112K -6,143 -22%
DS
137
DRW Securities
Illinois
$442K +$385K +21,176 New
PAS
138
Park Avenue Securities
New York
$441K +$44.3K +2,438 +13%
Franklin Resources
139
Franklin Resources
California
$420K +$56.3K +3,099 +18%
KPWS
140
Kestra Private Wealth Services
Texas
$415K -$37K -2,034 -9%
VA
141
Vident Advisory
Georgia
$403K +$74.3K +4,089 +27%
QI
142
Qtron Investments
Massachusetts
$400K +$348K +19,155 New
RP
143
Riverwater Partners
Wisconsin
$383K
HIC
144
Holderness Investments Company
North Carolina
$380K
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$371K -$143K -7,882 -31%
PAG
146
Private Advisor Group
New Jersey
$368K +$321K +17,628 New
YCM
147
Yousif Capital Management
Michigan
$365K
GWMR
148
GC Wealth Management RIA
Massachusetts
$363K +$316K +17,407 New
GM
149
GeoWealth Management
Illinois
$363K +$316K +17,407 New
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$354K -$36.9K -2,028 -11%

PHG Hedge Fund Activity: Q4 2023 in Review

299 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q4 2023, worth a combined $1.68B — up 31% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new PHG positions and 22 closed out — a net gain of 37 holders — while 91 added to existing stakes and 87 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74.8M. The largest seller was Macquarie Group, cutting an estimated $18.3M.

  • 299 institutional investors held Philips (PHG) as of Q4 2023, up from 267 in Q3 2023.
  • Funds reported $1.68B of Philips stock for Q4 2023, up 31% quarter-over-quarter.
  • 59 funds opened new Philips positions in Q4 2023 and 22 closed out, a net change of +37 holders.
  • The largest Philips buyer in Q4 2023 was Morgan Stanley, an estimated $74.8M added.
  • The largest Philips seller in Q4 2023 was Macquarie Group, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2023.