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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
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$379M -$8.06M -271,162 -2%
BlackRock
2
BlackRock
New York
$191M -$17.3M -583,640 -8%
Bank of America
3
Bank of America
North Carolina
$164M +$9.01M +303,103 +6%
CCM
4
Criterion Capital Management
California
$82.5M +$14.9M +502,956 +22%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$82.2M +$84M +2,827,813 New
Morgan Stanley
6
Morgan Stanley
New York
$72.2M -$26.6M -896,662 -27%
Ameriprise
7
Ameriprise
Minnesota
$67.6M +$4.83M +162,586 +8%
TG
8
TCW Group
California
$61.3M +$1.16M +39,050 +2%
Wells Fargo
9
Wells Fargo
California
$49M -$3.68M -123,859 -7%
TGHSA
10
TPG Group Holdings (SBS) Advisors
Texas
$45.9M +$12.4M +415,740 +36%
SCM
11
Steadfast Capital Management
New York
$43.2M +$3.24M +108,953 +8%
MDSL
12
M.D. Sass LLC
New York
$41.5M +$3.1M +104,406 +8%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$40.9M -$3.56M -119,730 -8%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$40.1M -$130M -4,367,352 -76%
SC
15
Samlyn Capital
New York
$39.5M -$28.6M -961,898 -41%
Northern Trust
16
Northern Trust
Illinois
$32.6M +$1.49M +50,051 +5%
HJGA
17
Hardman Johnston Global Advisors
Connecticut
$25.2M -$235K -7,919 -0.9%
PPA
18
Parametric Portfolio Associates
Washington
$23.8M +$1.47M +49,359 +6%
SCM
19
SKBA Capital Management
California
$22.1M +$7.85K +264 +0%
Norges Bank
20
Norges Bank
Norway
$21.7M
FIM
21
Foresters Investment Management
New York
$19.3M
BCM
22
Becker Capital Management
Oregon
$18M -$11.2M -375,276 -38%
AG
23
Aperio Group
California
$17.8M +$1.17M +39,255 +7%
Renaissance Technologies
24
Renaissance Technologies
New York
$16.3M -$25.8M -868,707 -61%
CPC
25
Cookson Peirce & Co
Pennsylvania
$15.7M -$65.4K -2,200 -0.4%

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.