Philips
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$22.2M |
| 2 |
LCS
Levin Capital Strategies
New York
|
+$17.5M |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$14.5M |
| 4 |
CI
Cambiar Investors
Denver,
Colorado
|
+$9.92M |
| 5 |
BHC
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
+$9.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$51.2M |
| 2 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$23.2M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$17.5M |
| 4 |
Renaissance Technologies
New York
|
-$11.6M |
| 5 |
IG
ING Group
Amsterdam,
Netherlands
|
-$6.76M |
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.