Philip Morris
1,661 hedge funds and large institutions have $81.2B invested in Philip Morris in 2020 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 579 increasing their positions, 711 reducing their positions, and 114 closing their positions.
0.54% less ownership
Funds ownership: 74.88% → 74.34% (-0.54%)
5% less capital invested
Capital invested by funds: $85.1B → $81.2B (-$3.94B)
6% less first-time investments, than exits
New positions opened: 107 | Existing positions closed: 114
1% less funds holding
Funds holding: 1,682 → 1,661 (-21)
19% less repeat investments, than reductions
Existing positions increased: 579 | Existing positions reduced: 711
20% less call options, than puts
Call options by funds: $381M | Put options by funds: $474M
33% less funds holding in top 10
Funds holding in top 10: 52 → 35 (-17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$912M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$525M |
| 3 |
Morgan Stanley
New York
|
+$235M |
| 4 |
Fundsmith LLP
London,
United Kingdom
|
+$172M |
| 5 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$167M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Flossbach Von Storch
Cologne,
Germany
|
-$598M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$545M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$442M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$437M |
| 5 |
BlackRock
New York
|
-$235M |
PM Hedge Fund Activity: Q2 2020 in Review
1,661 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q2 2020, worth a combined $81.2B — down 4.6% from $85.1B a quarter earlier.
Sellers outnumbered buyers: 114 funds closed out of PM and 107 opened new positions — a net loss of 7 holders — while 711 trimmed existing stakes and 579 added.
The largest buyer was Capital Research Global Investors, adding an estimated $912M. The largest seller was Flossbach Von Storch, cutting an estimated $598M.
- 1,661 institutional investors held Philip Morris (PM) as of Q2 2020, down from 1,682 in Q1 2020.
- Funds reported $81.2B of Philip Morris stock for Q2 2020, down 4.6% quarter-over-quarter.
- 107 funds opened new Philip Morris positions in Q2 2020 and 114 closed out, a net change of -7 holders.
- The largest Philip Morris buyer in Q2 2020 was Capital Research Global Investors, an estimated $912M added.
- The largest Philip Morris seller in Q2 2020 was Flossbach Von Storch, an estimated $598M sold.
Based on aggregated 13F filings for Q2 2020.