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280 hedge funds and large institutions have $1.38B invested in Philips in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 102 increasing their positions, 84 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 84

0.33% less ownership

Funds ownership: 8.79%8.45% (-0.33%)

6% less funds holding

Funds holding: 299280 (-19)

18% less capital invested

Capital invested by funds: $1.68B → $1.38B (-$294M)

32% less call options, than puts

Call options by funds: $5.65M | Put options by funds: $8.3M

38% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 50

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
280
Holders Change
-19
Holders Change %
-6.35%
% of All Funds
4.03%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
102
Reduced
84
Closed
50
Calls
$5.65M
Puts
$8.3M
Net Calls
-$2.64M
Net Calls Change
+$4.73M
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
126
Investors Research Corp
Georgia
$462K
Osaic Holdings
127
Osaic Holdings
Arizona
$455K -$1.44M -75,266 -75%
GAM
128
Groupama Asset Management
France
$454K +$484K +25,257 New
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$452K -$11.8K -614 -2%
GWMR
130
GC Wealth Management RIA
Massachusetts
$442K +$140K +7,326 +42%
GM
131
GeoWealth Management
Illinois
$442K +$140K +7,311 +42%
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$440K -$3.66K -191 -0.8%
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$430K +$6.07K +317 +1%
RJT
134
Raymond James Trust
Florida
$419K +$613 +32 +0.1%
AIA
135
Angeles Investment Advisors
California
$410K +$3.27K +171 +0.8%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$410K -$226K -11,802 -34%
VA
137
Vident Advisory
Georgia
$390K +$46.9K +2,449 +13%
TAM
138
Todd Asset Management
Kentucky
$389K +$416K +21,718 New
TRCT
139
Tower Research Capital (TRC)
New York
$354K +$293K +15,305 +342%
KPWS
140
Kestra Private Wealth Services
Texas
$353K -$2.81K -147 -0.7%
HIC
141
Holderness Investments Company
North Carolina
$325K -$958 -50 -0.3%
STA
142
Summit Trail Advisors
New York
$323K +$25.4K +1,326 +8%
CAM
143
Cresset Asset Management
Illinois
$321K +$98.8K +5,161 +40%
SCM
144
Stevens Capital Management
Pennsylvania
$316K +$338K +17,652 New
LCGC
145
Legacy Capital Group California
California
$316K -$195K -10,160 -37%
RP
146
Riverwater Partners
Wisconsin
$313K -$16.1K -838 -5%
YCM
147
Yousif Capital Management
Michigan
$313K
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$305K +$13.6K +709 +4%
BAM
149
Blueshift Asset Management
New Jersey
$301K +$322K +16,827 New
NS
150
NBC Securities
Alabama
$299K -$536 -28 -0.2%

PHG Hedge Fund Activity: Q1 2024 in Review

280 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q1 2024, worth a combined $1.38B — down 18% from $1.68B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of PHG and 31 opened new positions — a net loss of 19 holders — while 84 trimmed existing stakes and 102 added.

The largest buyer was Mondrian Investment Partners, adding an estimated $63.6M. The largest seller was Fidelity Investments, cutting an estimated $76.4M.

  • 280 institutional investors held Philips (PHG) as of Q1 2024, down from 299 in Q4 2023.
  • Funds reported $1.38B of Philips stock for Q1 2024, down 18% quarter-over-quarter.
  • 31 funds opened new Philips positions in Q1 2024 and 50 closed out, a net change of -19 holders.
  • The largest Philips buyer in Q1 2024 was Mondrian Investment Partners, an estimated $63.6M added.
  • The largest Philips seller in Q1 2024 was Fidelity Investments, an estimated $76.4M sold.

Based on aggregated 13F filings for Q1 2024.