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267 hedge funds and large institutions have $1.28B invested in Philips in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 93 increasing their positions, 88 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 88

0.19% more ownership

Funds ownership: 7.51%7.7% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

3% less funds holding

Funds holding: 274267 (-7)

6% less capital invested

Capital invested by funds: $1.35B → $1.28B (-$76M)

25% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $37.3M

Holders
267
Holders Change
-7
Holders Change %
-2.55%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
93
Reduced
88
Closed
30
Calls
$27.8M
Puts
$37.3M
Net Calls
-$9.43M
Net Calls Change
+$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$190M +$3.33M +173,343 +2%
FMI
2
Fiduciary Management Inc
Wisconsin
$154M -$7.07M -368,474 -4%
BlackRock
3
BlackRock
New York
$130M -$2.81M -146,680 -2%
MIP
4
Mondrian Investment Partners
United Kingdom
$61.3M
Macquarie Group
5
Macquarie Group
Australia
$54.7M -$1.1M -57,551 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$53.4M +$7.73M +402,876 +16%
Morgan Stanley
7
Morgan Stanley
New York
$53M -$850K -44,314 -1%
TSW
8
Thompson Siegel & Walmsley
Virginia
$51.1M -$2.64M -137,379 -5%
PL
9
Perpetual Ltd
Australia
$40.7M -$2.39M -124,444 -5%
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$36.5M +$39.3M +2,048,823 New
Bank of America
11
Bank of America
North Carolina
$33.5M -$15.2M -790,756 -30%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$28.9M +$7.05M +367,716 +29%
BCM
13
Becker Capital Management
Oregon
$28.4M +$1.44M +75,254 +5%
Northern Trust
14
Northern Trust
Illinois
$24.2M -$2.1M -109,453 -7%
Millennium Management
15
Millennium Management
New York
$22.4M +$22.2M +1,156,500 +1,175%
CCM
16
Causeway Capital Management
California
$21.8M -$1.5M -78,025 -6%
Natixis Advisors
17
Natixis Advisors
Massachusetts
$17.8M +$337K +17,584 +2%
BIP
18
Brandes Investment Partners
California
$17.2M +$587K +30,615 +3%
Goldman Sachs
19
Goldman Sachs
New York
$15.7M +$212K +11,040 +1%
SCM
20
SKBA Capital Management
California
$15.7M -$38 -2 -0%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$11.1M +$10.7M +556,448 +841%
LCAM
22
London & Capital Asset Management
United Kingdom
$10.5M +$665K +34,662 +6%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$9.68M +$2.14M +111,694 +31%
RJA
24
Raymond James & Associates
Florida
$8.89M -$1.29M -67,488 -12%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$7.88M -$415K -21,607 -5%

PHG Hedge Fund Activity: Q3 2023 in Review

267 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q3 2023, worth a combined $1.28B — down 5.6% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of PHG and 28 opened new positions — a net loss of 2 holders — while 88 trimmed existing stakes and 93 added.

The largest buyer was Brandywine Global Investment Management, opening a new position worth an estimated $39.3M. The largest seller was Bank of America, cutting an estimated $15.2M.

  • 267 institutional investors held Philips (PHG) as of Q3 2023, down from 274 in Q2 2023.
  • Funds reported $1.28B of Philips stock for Q3 2023, down 5.6% quarter-over-quarter.
  • 28 funds opened new Philips positions in Q3 2023 and 30 closed out, a net change of -2 holders.
  • The largest Philips buyer in Q3 2023 was Brandywine Global Investment Management, an estimated $39.3M added.
  • The largest Philips seller in Q3 2023 was Bank of America, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2023.