Philip Morris
1,433 hedge funds and large institutions have $99.7B invested in Philip Morris in 2014 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 536 increasing their positions, 534 reducing their positions, and 64 closing their positions.
133% more first-time investments, than exits
New positions opened: 149 | Existing positions closed: 64
10% more capital invested
Capital invested by funds: $91B → $99.7B (+$8.76B)
5% more funds holding
Funds holding: 1,364 → 1,433 (+69)
5% more funds holding in top 10
Funds holding in top 10: 61 → 64 (+3)
0.38% more ownership
Funds ownership: 69.16% → 69.54% (+0.38%)
0% more repeat investments, than reductions
Existing positions increased: 536 | Existing positions reduced: 534
1% less call options, than puts
Call options by funds: $538M | Put options by funds: $541M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$437M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$381M |
| 3 |
State Street
Boston,
Massachusetts
|
+$275M |
| 4 |
CRC
Cedar Rock Capital
London,
United Kingdom
|
+$259M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$208M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$366M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$355M |
| 3 |
JP Morgan Chase
New York
|
-$345M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$328M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$170M |
PM Hedge Fund Activity: Q4 2014 in Review
1,433 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q4 2014, worth a combined $99.7B — up 9.6% from $91B a quarter earlier.
Buyers outnumbered sellers: 149 funds opened new PM positions and 64 closed out — a net gain of 85 holders — while 536 added to existing stakes and 534 trimmed.
The largest buyer was Capital World Investors, adding an estimated $437M. The largest seller was Arrowstreet Capital, cutting an estimated $366M.
- 1,433 institutional investors held Philip Morris (PM) as of Q4 2014, up from 1,364 in Q3 2014.
- Funds reported $99.7B of Philip Morris stock for Q4 2014, up 9.6% quarter-over-quarter.
- 149 funds opened new Philip Morris positions in Q4 2014 and 64 closed out, a net change of +85 holders.
- The largest Philip Morris buyer in Q4 2014 was Capital World Investors, an estimated $437M added.
- The largest Philip Morris seller in Q4 2014 was Arrowstreet Capital, an estimated $366M sold.
Based on aggregated 13F filings for Q4 2014.