We are live on ! Find out more
PHG icon

Philips
PHG

387 hedge funds and large institutions have $4.22B invested in Philips in 2020 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 136 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 21

40% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 97

27% more capital invested

Capital invested by funds: $3.32B → $4.22B (+$902M)

14% more funds holding

Funds holding: 339 → 387 (+48)

1.01% more ownership

Funds ownership: 9.57% → 10.59% (+1%)

5% more call options, than puts

Call options by funds: $15M | Put options by funds: $14.3M

Holders
387
Holders Change
+48
Holders Change %
+14.16%
% of All Funds
6.85%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
75
Increased
136
Reduced
97
Closed
21
Calls
$15M
Puts
$14.3M
Net Calls
+$750K
Net Calls Change
+$7.56M

Top Buyers

Rank Fund Capital Flow
1
EIG
EdgePoint Investment Group
Ontario, Canada
+$302M
2
CI
Cambiar Investors
Colorado
+$53.6M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$12.9M
4
Bank of America
Bank of America
North Carolina
+$11.9M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$11.4M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$24.1M
2
Jane Street
Jane Street
New York
-$10.3M
3
Millennium Management
Millennium Management
New York
-$5.93M
4
UBS Group
UBS Group
Switzerland
-$5.88M
5
Morgan Stanley
Morgan Stanley
New York
-$5.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
201
Baird Financial Group
Wisconsin
$377K +$45K +1,089 +15%
LWAM
202
Legacy Wealth Asset Management
Minnesota
$370K +$348K +8,429 New
BP
203
BBR Partners
New York
$361K -$149K -3,605 -30%
JP Morgan Chase
204
JP Morgan Chase
New York
$361K -$78.3K -1,897 -19%
GLLW
205
Graves Light Lenhart Wealth
Virginia
$360K -$38K -920 -10%
SFO
206
Standard Family Office
South Dakota
$353K +$332K +8,041 New
DIM
207
DC Investments Management
Virginia
$350K -$233K -5,654 -42%
MIC
208
Meridian Investment Counsel
California
$348K -$76.6K -1,856 -19%
SPC
209
Sigma Planning Corp
Michigan
$343K +$30.8K +745 +11%
IRC
210
Investors Research Corp
Georgia
$342K – – –
RCAG
211
Rehmann Capital Advisory Group
Michigan
$339K +$24.6K +595 +8%
VFA
212
Voya Financial Advisors
Connecticut
$336K +$33.2K +804 +12%
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$335K +$129K +3,131 +70%
SWM
214
Sculati Wealth Management
Michigan
$334K – – –
AssetMark Inc
215
AssetMark Inc
California
$333K -$3.96K -96 -1%
LA
216
LVW Advisors
New York
$331K -$36.9K -894 -11%
1WA
217
180 Wealth Advisors
Washington
$331K -$2.56K -62 -0.8%
PP
218
Pegasus Partners
Wisconsin
$329K +$309K +7,482 New
OIM
219
Oder Investment Management
California
$327K +$307K +7,442 New
KAS
220
Kestra Advisory Services
Texas
$324K +$300K +7,257 +9,186%
PCA
221
Personal Capital Advisors
California
$321K +$302K +7,308 New
FCM
222
Firsthand Capital Management
California
$319K – – –
WI
223
WrapManager Inc
California
$314K +$296K +7,158 New
SBH
224
Segall Bryant & Hamill
Illinois
$313K -$11.4K -276 -4%
VWM
225
Venturi Wealth Management
Texas
$308K +$6.61K +160 +2%
7 8
9
10 11

PHG Hedge Fund Activity: Q4 2020 in Review

387 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q4 2020, worth a combined $4.22B — up 27% from $3.32B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new PHG positions and 21 closed out — a net gain of 54 holders — while 136 added to existing stakes and 97 trimmed.

The largest buyer was EdgePoint Investment Group, opening a new position worth an estimated $302M. The largest seller was BlackRock, cutting an estimated $24.1M.

  • 387 institutional investors held Philips (PHG) as of Q4 2020, up from 339 in Q3 2020.
  • Funds reported $4.22B of Philips stock for Q4 2020, up 27% quarter-over-quarter.
  • 75 funds opened new Philips positions in Q4 2020 and 21 closed out, a net change of +54 holders.
  • The largest Philips buyer in Q4 2020 was EdgePoint Investment Group, an estimated $302M added.
  • The largest Philips seller in Q4 2020 was BlackRock, an estimated $24.1M sold.

Based on aggregated 13F filings for Q4 2020.