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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
RNS
176
Robert N. Shapiro
$57K -$73K -3,031 -58%
WT
177
Whittier Trust
California
$55K – – –
TF
178
Tompkins Financial
New York
$41K -$25.7K -1,066 -40%
PTC
179
Private Trust Company
Ohio
$40K – – –
JFGIW
180
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39K – – –
BC
181
Bartlett & Co
Ohio
$34K – – –
PG
182
PEAK6 Group
Illinois
$33K -$254K -10,539 -89%
CFG
183
CKW Financial Group
Hawaii
$33K +$31.3K +1,299 New
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$32K +$5.95K +247 +25%
HF
185
Hoxton Financial
West Virginia
$29K +$27.3K +1,134 New
SIA
186
SeaBridge Investment Advisors
New Jersey
$26K – – –
ST
187
SpiderRock Trading
Illinois
$26K – – –
M&T Bank
188
M&T Bank
New York
$22K – – –
PTCG
189
Pring Turner Capital Group
California
$21K +$20.1K +835 New
LIA
190
LS Investment Advisors
Michigan
$20K – – –
BPBT
191
Boston Private Bank & Trust
Massachusetts
$19K – – –
FBT
192
Founders Bank & Trust
Michigan
$19K – – –
PMFA
193
Plante Moran Financial Advisors
Michigan
$15K – – –
WEC
194
Winslow Evans & Crocker
Massachusetts
$15K +$13.9K +577 New
PIM
195
Progressive Investment Management
Oregon
$14K +$5.63K +234 +77%
CAW
196
Cornerstone Advisors (Washington)
Washington
$13K – – –
PAS
197
Partnervest Advisory Services
California
$11K -$15K -622 -60%
EFSCE
198
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
BIM
199
BlackRock Investment Management
Delaware
$10K – – –
LWCFA
200
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K +$8.64K +359 New
6 7
8
9 10

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.