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Philips

318 hedge funds and large institutions have $3.13B invested in Philips in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 103 increasing their positions, 116 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more call options, than puts

Call options by funds: $17.1M | Put options by funds: $3.98M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

53% more capital invested

Capital invested by funds: $2.05B → $3.13B (+$1.08B)

5.04% more ownership

Funds ownership: 5.85%10.89% (+5%)

6% less funds holding

Funds holding: 338318 (-20)

11% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 116

31% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 52

Holders
318
Holders Change
-20
Holders Change %
-5.92%
% of All Funds
7.01%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
36
Increased
103
Reduced
116
Closed
52
Calls
$17.1M
Puts
$3.98M
Net Calls
+$13.1M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.07B +$1.18B +33,363,001 New
BlackRock
2
BlackRock
New York
$409M +$93.8M +2,650,398 +26%
Bank of America
3
Bank of America
North Carolina
$287M +$41.9M +1,183,122 +15%
FMI
4
Fiduciary Management Inc
Wisconsin
$255M +$282M +7,980,935 New
Capital International Investors
5
Capital International Investors
California
$86.3M
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$72.8M -$42.7M -1,206,553 -35%
Morgan Stanley
7
Morgan Stanley
New York
$61.5M +$24.5M +691,584 +56%
TGHSA
8
TPG Group Holdings (SBS) Advisors
Texas
$59.9M -$85.6K -2,420 -0.1%
Wells Fargo
9
Wells Fargo
California
$51.6M -$6.13M -173,187 -10%
AllianceBernstein
10
AllianceBernstein
Tennessee
$48.5M +$5.5M +155,415 +11%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$37.9M -$1.91M -53,968 -4%
Northern Trust
12
Northern Trust
Illinois
$36.8M -$698K -19,718 -2%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$33.9M -$53.4M -1,509,627 -59%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$31.7M -$3.18M -89,905 -8%
PPA
15
Parametric Portfolio Associates
Washington
$30M -$898K -25,375 -3%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$21.9M +$17.6M +497,247 +265%
Norges Bank
17
Norges Bank
Norway
$21.8M
AG
18
Aperio Group
California
$20.3M -$302K -8,529 -1%
HJGA
19
Hardman Johnston Global Advisors
Connecticut
$19.2M -$1.72M -48,700 -7%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$17.6M +$520K +14,709 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$16M -$2.86M -80,794 -14%
Goldman Sachs
22
Goldman Sachs
New York
$15.7M -$274K -7,756 -2%
GCM
23
Galibier Capital Management
Ontario, Canada
$14.7M +$7.42M +209,692 +84%
Millennium Management
24
Millennium Management
New York
$14.5M +$4.16M +117,548 +35%
Citadel Advisors
25
Citadel Advisors
Florida
$13.4M +$8.16M +230,768 +123%

PHG Hedge Fund Activity: Q1 2020 in Review

318 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q1 2020, worth a combined $3.13B — up 53% from $2.05B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of PHG and 36 opened new positions — a net loss of 16 holders — while 116 trimmed existing stakes and 103 added.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $1.18B. The largest seller was Wellington Management Group, cutting an estimated $53.4M.

  • 318 institutional investors held Philips (PHG) as of Q1 2020, down from 338 in Q4 2019.
  • Funds reported $3.13B of Philips stock for Q1 2020, up 53% quarter-over-quarter.
  • 36 funds opened new Philips positions in Q1 2020 and 52 closed out, a net change of -16 holders.
  • The largest Philips buyer in Q1 2020 was T. Rowe Price Associates, an estimated $1.18B added.
  • The largest Philips seller in Q1 2020 was Wellington Management Group, an estimated $53.4M sold.

Based on aggregated 13F filings for Q1 2020.