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274 hedge funds and large institutions have $1.35B invested in Philips in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 121 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 26

20% more capital invested

Capital invested by funds: $1.13B → $1.35B (+$221M)

5% more funds holding

Funds holding: 260274 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.61% less ownership

Funds ownership: 8.12%7.51% (-0.61%)

21% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 121

26% less call options, than puts

Call options by funds: $35.2M | Put options by funds: $47.8M

Holders
274
Holders Change
+14
Holders Change %
+5.38%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
95
Reduced
121
Closed
26
Calls
$35.2M
Puts
$47.8M
Net Calls
-$12.6M
Net Calls Change
-$5.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$203M +$7.47M +426,882 +4%
FMI
2
Fiduciary Management Inc
Wisconsin
$175M -$12.6M -718,319 -7%
BlackRock
3
BlackRock
New York
$145M -$5.05M -288,787 -4%
MIP
4
Mondrian Investment Partners
United Kingdom
$66.7M +$7.63M +436,063 +15%
Macquarie Group
5
Macquarie Group
Australia
$60.6M +$9.63M +550,850 +21%
Morgan Stanley
6
Morgan Stanley
New York
$58.5M -$3.49M -199,479 -6%
TSW
7
Thompson Siegel & Walmsley
Virginia
$58.3M -$10.4M -593,083 -16%
Bank of America
8
Bank of America
North Carolina
$51.8M -$3.88M -221,990 -8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$50.3M +$5.38M +307,834 +13%
PL
10
Perpetual Ltd
Australia
$46.7M -$10.2M -583,631 -20%
BCM
11
Becker Capital Management
Oregon
$29.5M +$416K +23,774 +2%
Northern Trust
12
Northern Trust
Illinois
$28.4M +$1.73M +98,872 +7%
CCM
13
Causeway Capital Management
California
$25.2M +$2.15M +123,033 +10%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$24.3M +$791K +45,247 +4%
Natixis Advisors
15
Natixis Advisors
Massachusetts
$19M +$1.05M +59,867 +7%
BIP
16
Brandes Investment Partners
California
$18.2M -$838K -47,884 -5%
SCM
17
SKBA Capital Management
California
$17.1M -$227 -13 -0%
Goldman Sachs
18
Goldman Sachs
New York
$16.9M +$2.38M +136,135 +19%
Jane Street
19
Jane Street
New York
$15.8M +$14.3M +814,819 New
RJA
20
Raymond James & Associates
Florida
$11M -$343K -19,585 -3%
LCAM
21
London & Capital Asset Management
United Kingdom
$10.7M -$721K -41,209 -7%
Wells Fargo
22
Wells Fargo
California
$9.96M -$921K -52,679 -9%
Citadel Advisors
23
Citadel Advisors
Florida
$9.72M -$1.37M -78,313 -14%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$9.41M -$1.62M -92,820 -16%
Optiver Holding
25
Optiver Holding
Netherlands
$9.19M +$8.29M +473,762 New

PHG Hedge Fund Activity: Q2 2023 in Review

274 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q2 2023, worth a combined $1.35B — up 20% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PHG positions and 26 closed out — a net gain of 17 holders — while 95 added to existing stakes and 121 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $14.3M. The largest seller was D.E. Shaw & Co, cutting an estimated $19.6M.

  • 274 institutional investors held Philips (PHG) as of Q2 2023, up from 260 in Q1 2023.
  • Funds reported $1.35B of Philips stock for Q2 2023, up 20% quarter-over-quarter.
  • 43 funds opened new Philips positions in Q2 2023 and 26 closed out, a net change of +17 holders.
  • The largest Philips buyer in Q2 2023 was Jane Street, an estimated $14.3M added.
  • The largest Philips seller in Q2 2023 was D.E. Shaw & Co, an estimated $19.6M sold.

Based on aggregated 13F filings for Q2 2023.