We are live on ! Find out more

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
ASN
176
Advisory Services Network
Georgia
$40.9K +$8.34K +580 +29%
WTC
177
WhitTier Trust Company
Nevada
$33.4K +$7.86K +547 +35%
CTA
178
Colonial Trust Advisors
South Carolina
$31.9K -$7.66K -533 -21%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$31.6K +$3.94K +274 +16%
AF
180
Allworth Financial
California
$28.5K +$1.71K +119 +7%
PWMG
181
Prestige Wealth Management Group
New Jersey
$27.5K -$1.96K -136 -7%
SWM
182
Spire Wealth Management
Virginia
$25.3K +$7.43K +517 +47%
CG
183
Cutler Group
California
$25K +$762 +53 +3%
CSC
184
Caldwell Sutter Capital
California
$24.2K
SWA
185
SOA Wealth Advisors
New York
$23.6K
AF
186
Advisornet Financial
Minnesota
$22K +$20.1K +1,401 New
LC
187
Lindbrook Capital
California
$21.5K +$5.29K +368 +37%
AAG
188
Armstrong Advisory Group
Massachusetts
$20.2K
WWP
189
WR Wealth Planners
Missouri
$20.1K +$8.15K +567 +80%
PPC
190
Park Place Capital
Alabama
$20K
PA
191
PSI Advisors
Florida
$19.7K
UB
192
UMB Bank
Missouri
$19K +$6.89K +479 +66%
TRCT
193
Tower Research Capital (TRC)
New York
$19K -$133K -9,272 -89%
PCM
194
Pointe Capital Management
Michigan
$18.7K +$17.1K +1,192 New
GI
195
Gradient Investments
Minnesota
$18K -$6.41K -446 -28%
PAM
196
Paradigm Asset Management
New York
$16.5K
SS
197
Sunbelt Securities
Texas
$14.7K +$13.8K +960 New
CT
198
Colonial Trust
South Carolina
$13.5K +$561 +39 +5%
SSB
199
Sandy Spring Bank
Maryland
$12.5K -$4.24K -295 -27%
PB
200
Pinnacle Bancorp
Nebraska
$12K

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.