Philip Morris
1,983 hedge funds and large institutions have $110B invested in Philip Morris in 2022 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 798 increasing their positions, 710 reducing their positions, and 108 closing their positions.
40% more first-time investments, than exits
New positions opened: 151 | Existing positions closed: 108
12% more repeat investments, than reductions
Existing positions increased: 798 | Existing positions reduced: 710
8% more funds holding in top 10
Funds holding in top 10: 40 → 43 (+3)
6% more call options, than puts
Call options by funds: $659M | Put options by funds: $621M
1% more funds holding
Funds holding: 1,964 → 1,983 (+19)
0.81% more ownership
Funds ownership: 74.53% → 75.34% (+0.81%)
0% less capital invested
Capital invested by funds: $110B → $110B (-$40.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$1.56B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$842M |
| 3 |
SG Americas Securities
New York
|
+$514M |
| 4 |
FIS
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
|
+$404M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$393M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Flossbach Von Storch
Cologne,
Germany
|
-$738M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$469M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$449M |
| 4 |
Fundsmith LLP
London,
United Kingdom
|
-$397M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$373M |
PM Hedge Fund Activity: Q1 2022 in Review
1,983 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q1 2022, worth a combined $110B — down 0.04% from $110B a quarter earlier.
Buyers outnumbered sellers: 151 funds opened new PM positions and 108 closed out — a net gain of 43 holders — while 798 added to existing stakes and 710 trimmed.
The largest buyer was GQG Partners, adding an estimated $1.56B. The largest seller was Flossbach Von Storch, cutting an estimated $738M.
- 1,983 institutional investors held Philip Morris (PM) as of Q1 2022, up from 1,964 in Q4 2021.
- Funds reported $110B of Philip Morris stock for Q1 2022, down 0.04% quarter-over-quarter.
- 151 funds opened new Philip Morris positions in Q1 2022 and 108 closed out, a net change of +43 holders.
- The largest Philip Morris buyer in Q1 2022 was GQG Partners, an estimated $1.56B added.
- The largest Philip Morris seller in Q1 2022 was Flossbach Von Storch, an estimated $738M sold.
Based on aggregated 13F filings for Q1 2022.