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Philips
PHG

236 hedge funds and large institutions have $1.78B invested in Philips in 2016 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

424% more call options, than puts

Call options by funds: $6.2M | Put options by funds: $1.18M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

17% more capital invested

Capital invested by funds: $1.52B → $1.78B (+$260M)

1% more funds holding

Funds holding: 234 → 236 (+2)

0.01% more ownership

Funds ownership: 8.7% → 8.71% (+0.01%)

16% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 89

Holders
236
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
6.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
29
Increased
75
Reduced
89
Closed
24
Calls
$6.2M
Puts
$1.18M
Net Calls
+$5.02M
Net Calls Change
+$3.83M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$187M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$41.3M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$38M
4
BCM
Becker Capital Management
Oregon
+$22.7M
5
Bank of America
Bank of America
North Carolina
+$19.6M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
-$226M
2
Ameriprise
Ameriprise
Minnesota
-$53.7M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$19.8M
4
MTB
Mizuho Trust & Banking
Japan
-$18.3M
5
SEI Investments
SEI Investments
Pennsylvania
-$15M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
151
Kelleher Financial Advisors
New York
$298K – – –
CAM
152
Carret Asset Management
New York
$296K – – –
MIS
153
Morningstar Investment Services
Illinois
$284K -$8.5K -415 -3%
AB
154
AT Bancorp
Iowa
$284K – – –
State Street
155
State Street
Massachusetts
$284K +$3.36K +164 +1%
PAG
156
Private Advisor Group
New Jersey
$271K -$94.2K -4,599 -27%
RJFSA
157
Raymond James Financial Services Advisors
Florida
$255K -$76.6K -3,742 -24%
ANI
158
American National Insurance
Texas
$252K – – –
CCA
159
Checchi Capital Advisers
California
$252K +$2.93K +143 +1%
SRC
160
Shufro Rose & Co
New York
$237K -$39.8K -1,945 -15%
FCM
161
Firsthand Capital Management
California
$230K -$111K -5,402 -34%
LTFS
162
Ladenburg Thalmann Financial Services
Florida
$230K -$25.8K -1,259 -11%
MIC
163
Meridian Investment Counsel
California
$230K +$215K +10,511 New
TH
164
Timber Hill
Connecticut
$215K -$259K -12,668 -56%
SPC
165
Sigma Planning Corp
Michigan
$205K -$370K -18,087 -66%
RCM
166
Riverhead Capital Management
Delaware
$205K -$21.3K -1,038 -10%
Geode Capital Management
167
Geode Capital Management
Massachusetts
$205K +$192K +9,367 New
EAM
168
Eagle Asset Management
Florida
$203K +$190K +9,301 New
AP
169
Atwood & Palmer
Missouri
$193K – – –
WAM
170
Wealthspire Advisors (Maryland)
Maryland
$164K -$10.3K -505 -6%
MFS
171
MSI Financial Services
Massachusetts
$142K -$17.9K -875 -12%
JCM
172
Jacobi Capital Management
Pennsylvania
$139K – – –
IA
173
IFP Advisors
Florida
$128K +$4.67K +228 +4%
Creative Planning
174
Creative Planning
Kansas
$127K -$4.65K -227 -4%
HDIM
175
Hanson & Doremus Investment Management
Vermont
$125K -$8.74K -427 -7%
5 6
7
8 9

PHG Hedge Fund Activity: Q3 2016 in Review

236 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q3 2016, worth a combined $1.78B — up 17% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PHG positions and 24 closed out — a net gain of 5 holders — while 75 added to existing stakes and 89 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $187M. The largest seller was Southeastern Asset Management, exiting entirely with an estimated $226M sold.

  • 236 institutional investors held Philips (PHG) as of Q3 2016, up from 234 in Q2 2016.
  • Funds reported $1.78B of Philips stock for Q3 2016, up 17% quarter-over-quarter.
  • 29 funds opened new Philips positions in Q3 2016 and 24 closed out, a net change of +5 holders.
  • The largest Philips buyer in Q3 2016 was Boston Partners, an estimated $187M added.
  • The largest Philips seller in Q3 2016 was Southeastern Asset Management, an estimated $226M sold.

Based on aggregated 13F filings for Q3 2016.