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260 hedge funds and large institutions have $1.13B invested in Philips in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 108 increasing their positions, 63 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 63

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $1.17B → $1.13B (-$34.6M)

2.35% less ownership

Funds ownership: 10.47%8.12% (-2.4%)

5% less funds holding

Funds holding: 273260 (-13)

15% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 40

19% less call options, than puts

Call options by funds: $29.1M | Put options by funds: $36.1M

Holders
260
Holders Change
-13
Holders Change %
-4.76%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
108
Reduced
63
Closed
40
Calls
$29.1M
Puts
$36.1M
Net Calls
-$6.91M
Net Calls Change
+$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
151
Firsthand Capital Management
California
$200K
DWT
152
Dorsey & Whitney Trust
South Dakota
$192K +$175K +12,189 New
IA
153
IFP Advisors
Florida
$191K -$17.4K -1,210 -12%
KAS
154
Kestra Advisory Services
Texas
$190K -$111K -7,739 -39%
CL
155
Choreo LLC
Illinois
$186K
SWS
156
SYSTM Wealth Solutions
Illinois
$185K +$169K +11,762 New
FA
157
Forefront Analytics
Pennsylvania
$184K +$168K +11,679 New
WT
158
Whittier Trust
California
$163K
CAL
159
Capital Analysts LLC
Pennsylvania
$152K +$111K +7,719 +390%
EI
160
Ellevest Inc
New York
$148K +$25.9K +1,800 +24%
JFGIW
161
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$140K +$128K +8,914 New
QCG
162
Quadrant Capital Group
Ohio
$133K +$52.4K +3,646 +76%
EWA
163
EverSource Wealth Advisors
Alabama
$125K +$10.8K +753 +10%
BTI
164
Blue Trust Inc
Georgia
$116K -$35.5K -2,469 -21%
EL
165
EMFO LLC
Florida
$113K +$58.8K +4,087 +133%
HIIFS
166
Harel Insurance Investments & Financial Services
Israel
$86K -$10.4K -723 -12%
PA
167
Parallel Advisors
California
$73.9K +$20.7K +1,438 +44%
SN
168
Sittner & Nelson
Oregon
$73.2K
GWM
169
Geneos Wealth Management
Colorado
$68.7K +$57.5K +4,000 +1,070%
National Bank of Canada
170
National Bank of Canada
Quebec, Canada
$67.7K -$5.86M -407,340 -99%
CI Investments Inc
171
CI Investments Inc
Ontario, Canada
$65K -$2.13K -148 -3%
GRP
172
Global Retirement Partners
California
$62.9K +$16.4K +1,138 +48%
JWM
173
Janiczek Wealth Management
Colorado
$62.2K -$8.53K -593 -13%
HDIM
174
Hanson & Doremus Investment Management
Vermont
$58K
CT
175
Cambridge Trust
Massachusetts
$43.2K

PHG Hedge Fund Activity: Q1 2023 in Review

260 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q1 2023, worth a combined $1.13B — down 3% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of PHG and 34 opened new positions — a net loss of 6 holders — while 63 trimmed existing stakes and 108 added.

The largest buyer was BlackRock, adding an estimated $25.1M. The largest seller was Harris Associates, exiting entirely with an estimated $186M sold.

  • 260 institutional investors held Philips (PHG) as of Q1 2023, down from 273 in Q4 2022.
  • Funds reported $1.13B of Philips stock for Q1 2023, down 3% quarter-over-quarter.
  • 34 funds opened new Philips positions in Q1 2023 and 40 closed out, a net change of -6 holders.
  • The largest Philips buyer in Q1 2023 was BlackRock, an estimated $25.1M added.
  • The largest Philips seller in Q1 2023 was Harris Associates, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2023.