Philip Morris
1,402 hedge funds and large institutions have $81.1B invested in Philip Morris in 2015 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 524 increasing their positions, 586 reducing their positions, and 95 closing their positions.
0.04% less ownership
Funds ownership: 69.54% → 69.49% (-0.04%)
2% less funds holding
Funds holding: 1,433 → 1,402 (-31)
8% less funds holding in top 10
Funds holding in top 10: 64 → 59 (-5)
11% less repeat investments, than reductions
Existing positions increased: 524 | Existing positions reduced: 586
14% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 95
19% less capital invested
Capital invested by funds: $99.7B → $81.1B (-$18.6B)
26% less call options, than puts
Call options by funds: $287M | Put options by funds: $388M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.71B |
| 2 |
CRC
Cedar Rock Capital
London,
United Kingdom
|
+$517M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$435M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$247M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$216M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$676M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$498M |
| 3 |
State Street
Boston,
Massachusetts
|
-$335M |
| 4 |
Morgan Stanley
New York
|
-$236M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$222M |
PM Hedge Fund Activity: Q1 2015 in Review
1,402 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q1 2015, worth a combined $81.1B — down 19% from $99.7B a quarter earlier.
Sellers outnumbered buyers: 95 funds closed out of PM and 82 opened new positions — a net loss of 13 holders — while 586 trimmed existing stakes and 524 added.
The largest buyer was Capital World Investors, adding an estimated $1.71B. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $676M.
- 1,402 institutional investors held Philip Morris (PM) as of Q1 2015, down from 1,433 in Q4 2014.
- Funds reported $81.1B of Philip Morris stock for Q1 2015, down 19% quarter-over-quarter.
- 82 funds opened new Philip Morris positions in Q1 2015 and 95 closed out, a net change of -13 holders.
- The largest Philip Morris buyer in Q1 2015 was Capital World Investors, an estimated $1.71B added.
- The largest Philip Morris seller in Q1 2015 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $676M sold.
Based on aggregated 13F filings for Q1 2015.