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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
SAM
1
Southeastern Asset Management
Tennessee
$561M -$23.2M -965,561 -4%
Dodge & Cox
2
Dodge & Cox
California
$547M -$51.2M -2,126,318 -9%
Victory Capital Management
3
Victory Capital Management
Texas
$146M -$17.5M -725,604 -11%
TG
4
TCW Group
California
$99.3M +$1.26M +52,539 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$87.4M +$22.2M +921,173 +37%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$62.2M +$23.4K +971 +0%
Renaissance Technologies
7
Renaissance Technologies
New York
$39.5M -$11.6M -482,707 -24%
Credit Agricole
8
Credit Agricole
France
$28.2M +$729K +30,302 +3%
CI
9
Cambiar Investors
Colorado
$25.5M +$9.92M +412,189 +71%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$23.4M +$858K +35,641 +4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$19.4M +$146K +6,060 +0.8%
OSAM
12
O'Shaughnessy Asset Management
Connecticut
$19.3M +$14.5M +601,652 +397%
U
13
UBS
Switzerland
$19.2M -$108K -4,468 -0.6%
LCS
14
Levin Capital Strategies
New York
$18.7M +$17.5M +728,685 New
NEI
15
Northwest & Ethical Investments
Ontario, Canada
$16M -$677K -28,137 -4%
CTI
16
Community Trust & Investment
Kentucky
$15.6M -$107K -4,425 -0.7%
ACH
17
ArrowMark Colorado Holdings
Colorado
$15.4M -$1.18M -49,060 -8%
Franklin Resources
18
Franklin Resources
California
$15.4M -$175K -7,269 -1%
BCM
19
Beddow Capital Management
Wyoming
$14.3M -$615K -25,539 -4%
Boston Partners
20
Boston Partners
Massachusetts
$13.5M +$3.45M +143,525 +38%
KeyBank National Association
21
KeyBank National Association
Ohio
$12.7M -$598K -24,824 -5%
Wells Fargo
22
Wells Fargo
California
$12.7M +$8.58M +356,419 +255%
TSW
23
Thompson Siegel & Walmsley
Virginia
$10.6M -$137K -5,693 -1%
BA
24
Boston Advisors
Massachusetts
$10.2M +$40.8K +1,696 +0.4%
Northern Trust
25
Northern Trust
Illinois
$10M +$1.09M +45,168 +13%
1
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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.