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Philips
PHG

213 hedge funds and large institutions have $2.13B invested in Philips in 2013 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

36% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $1.51M

13% more capital invested

Capital invested by funds: $1.88B → $2.13B (+$251M)

8% more funds holding

Funds holding: 197 → 213 (+16)

0% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 67

0.14% less ownership

Funds ownership: 9% → 8.86% (-0.14%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
213
Holders Change
+16
Holders Change %
+8.12%
% of All Funds
6.18%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
37
Increased
67
Reduced
67
Closed
21
Calls
$2.05M
Puts
$1.51M
Net Calls
+$540K
Net Calls Change
-$90K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.2M
2
LCS
Levin Capital Strategies
New York
+$17.5M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
+$14.5M
4
CI
Cambiar Investors
Colorado
+$9.92M
5
BHC
Bowen Hanes & Co
Florida
+$9.13M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$51.2M
2
SAM
Southeastern Asset Management
Tennessee
-$23.2M
3
Victory Capital Management
Victory Capital Management
Texas
-$17.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$11.6M
5
IG
ING Group
Netherlands
-$6.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
151
Commerce Bank
Missouri
$259K – – –
Envestnet Asset Management
152
Envestnet Asset Management
Illinois
$254K +$99.5K +4,135 +72%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$234K +$220K +9,122 New
TBA
154
Tower Bridge Advisors
Pennsylvania
$230K – – –
NFA
155
Nationwide Fund Advisors
Ohio
$226K – – –
MSU
156
Maple Securities USA
New Jersey
$225K -$114K -4,730 -35%
DDPIC
157
Deroy & Devereaux Private Investment Counsel
Michigan
$211K +$198K +8,236 New
TBA
158
Train Babcock Advisors
New York
$210K +$197K +8,192 New
SCA
159
SAC Capital Advisors
Connecticut
$206K -$3.62M -150,307 -95%
YMRC
160
Yorktown Management & Research Company
Virginia
$203K +$191K +7,936 New
HDIM
161
Hanson & Doremus Investment Management
Vermont
$163K -$3.66K -152 -2%
Citigroup
162
Citigroup
New York
$146K +$34.7K +1,443 +34%
PCM
163
Prelude Capital Management
New York
$145K +$1.56M +64,932 New
Toronto Dominion Bank
164
Toronto Dominion Bank
Ontario, Canada
$137K – – –
WIL
165
Winifred I. Li
$122K – – –
OA
166
OFI Advisors
Pennsylvania
$120K -$5.87K -244 -5%
BFA
167
BlackRock Fund Advisors
California
$116K -$3.68K -153 -3%
Creative Planning
168
Creative Planning
Kansas
$103K -$46.5K -1,930 -32%
LTFS
169
Ladenburg Thalmann Financial Services
Florida
$97K +$69.7K +2,896 +324%
AllianceBernstein
170
AllianceBernstein
Tennessee
$91K – – –
Parallax Volatility Advisers
171
Parallax Volatility Advisers
California
$85K +$79.9K +3,319 New
HNB
172
Huntington National Bank
Ohio
$65K -$6.93K -288 -10%
KT
173
Kanaly Trust
Texas
$63K +$59K +2,453 New
Barclays
174
Barclays
United Kingdom
$61K +$54.9K +2,280 +1,594%
SF
175
Synovus Financial
Georgia
$59K -$6.93K -288 -11%
5 6
7
8 9

PHG Hedge Fund Activity: Q4 2013 in Review

213 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q4 2013, worth a combined $2.13B — up 13% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PHG positions and 21 closed out — a net gain of 16 holders — while 67 added to existing stakes and 67 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $22.2M. The largest seller was Dodge & Cox, cutting an estimated $51.2M.

  • 213 institutional investors held Philips (PHG) as of Q4 2013, up from 197 in Q3 2013.
  • Funds reported $2.13B of Philips stock for Q4 2013, up 13% quarter-over-quarter.
  • 37 funds opened new Philips positions in Q4 2013 and 21 closed out, a net change of +16 holders.
  • The largest Philips buyer in Q4 2013 was Fidelity Investments, an estimated $22.2M added.
  • The largest Philips seller in Q4 2013 was Dodge & Cox, an estimated $51.2M sold.

Based on aggregated 13F filings for Q4 2013.