Philips
255 hedge funds and large institutions have $2.21B invested in Philips in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 92 reducing their positions, and 39 closing their positions.
21% more capital invested
Capital invested by funds: $1.83B → $2.21B (+$383M)
1.27% more ownership
Funds ownership: 8.68% → 9.96% (+1.3%)
3% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 39
2% less funds holding
Funds holding: 260 → 255 (-5)
18% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 92
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
43% less call options, than puts
Call options by funds: $1.4M | Put options by funds: $2.44M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$191M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$129M |
| 3 |
BlackRock
New York
|
+$80.5M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$53.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$37.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cambiar Investors
Denver,
Colorado
|
-$111M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$45.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$37.9M |
| 4 |
LCS
Levin Capital Strategies
New York
|
-$29.3M |
| 5 |
Morgan Stanley
New York
|
-$28.9M |
PHG Hedge Fund Activity: Q1 2017 in Review
255 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q1 2017, worth a combined $2.21B — up 21% from $1.83B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of PHG and 38 opened new positions — a net loss of 1 holder — while 92 trimmed existing stakes and 75 added.
The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $191M. The largest seller was Cambiar Investors, cutting an estimated $111M.
- 255 institutional investors held Philips (PHG) as of Q1 2017, down from 260 in Q4 2016.
- Funds reported $2.21B of Philips stock for Q1 2017, up 21% quarter-over-quarter.
- 38 funds opened new Philips positions in Q1 2017 and 39 closed out, a net change of -1 holder.
- The largest Philips buyer in Q1 2017 was Hotchkis & Wiley Capital Management, an estimated $191M added.
- The largest Philips seller in Q1 2017 was Cambiar Investors, an estimated $111M sold.
Based on aggregated 13F filings for Q1 2017.