We are live on ! Find out more

290 hedge funds and large institutions have $1.95B invested in Philips in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more call options, than puts

Call options by funds: $6.52M | Put options by funds: $1.42M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 92

1.66% less ownership

Funds ownership: 8.8%7.13% (-1.7%)

2% less funds holding

Funds holding: 296290 (-6)

11% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 45

18% less capital invested

Capital invested by funds: $2.37B → $1.95B (-$423M)

Holders
290
Holders Change
-6
Holders Change %
-2.03%
% of All Funds
6.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
40
Increased
90
Reduced
92
Closed
45
Calls
$6.52M
Puts
$1.42M
Net Calls
+$5.1M
Net Calls Change
+$2.32M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
201
Advisor Group
Arizona
$166K -$61.3K -2,063 -27%
IA
202
IFP Advisors
Florida
$160K
YWP
203
YorkBridge Wealth Partners
New York
$145K
PCG
204
Private Capital Group
Connecticut
$134K +$3.21K +108 +2%
HFP
205
Holistic Financial Partners
Indiana
$102K
CAL
206
Capital Analysts LLC
Pennsylvania
$99K -$18.2K -613 -15%
BBA
207
Braun-Bostich & Associates
Pennsylvania
$94K
APA
208
American Portfolios Advisors
New York
$90.5K +$15.4K +519 +20%
GWM
209
Geneos Wealth Management
Colorado
$72K +$8.29K +279 +13%
AssetMark Inc
210
AssetMark Inc
California
$71K +$9.15K +308 +14%
DWM
211
Destination Wealth Management
California
$68K +$64.1K +2,157 New
HNB
212
Huntington National Bank
Ohio
$67K -$6.42K -216 -9%
MA
213
MUFG Americas
New York
$61K -$6K -202 -9%
DOA
214
D'Orazio & Associates
Virginia
$57K
POIA
215
Pin Oak Investment Advisors
Texas
$56K
QCG
216
Quadrant Capital Group
Ohio
$55K +$3.75K +126 +6%
SWM
217
SeaCrest Wealth Management
New York
$55K +$13.7K +461 +32%
NIT
218
NumerixS Investment Technologies
British Columbia, Canada
$53K -$7.85K -264 -13%
KF
219
Krilogy Financial
Missouri
$53K +$28.4K +954 +109%
VFA
220
Valeo Financial Advisors
Indiana
$53K +$38.1K +1,282 +236%
SFG
221
SevenBridge Financial Group
Pennsylvania
$49K
PCP
222
Proficio Capital Partners
Massachusetts
$46K +$565 +19 +1%
BWP
223
Baldwin Wealth Partners
Massachusetts
$45K -$3.71K -125 -7%
CG
224
Cutler Group
California
$41K
FGC
225
Financial Gravity Companies
Texas
$41K +$3.12K +105 +9%

PHG Hedge Fund Activity: Q1 2018 in Review

290 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q1 2018, worth a combined $1.95B — down 18% from $2.37B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of PHG and 40 opened new positions — a net loss of 5 holders — while 92 trimmed existing stakes and 90 added.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $84M. The largest seller was Arrowstreet Capital, cutting an estimated $130M.

  • 290 institutional investors held Philips (PHG) as of Q1 2018, down from 296 in Q4 2017.
  • Funds reported $1.95B of Philips stock for Q1 2018, down 18% quarter-over-quarter.
  • 40 funds opened new Philips positions in Q1 2018 and 45 closed out, a net change of -5 holders.
  • The largest Philips buyer in Q1 2018 was Wellington Management Group, an estimated $84M added.
  • The largest Philips seller in Q1 2018 was Arrowstreet Capital, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2018.