Philip Morris
1,643 hedge funds and large institutions have $131B invested in Philip Morris in 2017 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 531 increasing their positions, 734 reducing their positions, and 56 closing their positions.
75% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 56
2% more funds holding
Funds holding: 1,616 → 1,643 (+27)
4% more capital invested
Capital invested by funds: $127B → $131B (+$4.86B)
0.14% less ownership
Funds ownership: 72.22% → 72.08% (-0.14%)
2% less funds holding in top 10
Funds holding in top 10: 107 → 105 (-2)
26% less call options, than puts
Call options by funds: $656M | Put options by funds: $884M
28% less repeat investments, than reductions
Existing positions increased: 531 | Existing positions reduced: 734
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$344M |
| 2 |
BlackRock
New York
|
+$280M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$270M |
| 4 |
Morgan Stanley
New York
|
+$250M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$248M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.36B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$346M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$272M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$231M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$189M |
PM Hedge Fund Activity: Q2 2017 in Review
1,643 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q2 2017, worth a combined $131B — up 3.8% from $127B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new PM positions and 56 closed out — a net gain of 42 holders — while 531 added to existing stakes and 734 trimmed.
The largest buyer was Vanguard Group, adding an estimated $344M. The largest seller was Capital Research Global Investors, cutting an estimated $1.36B.
- 1,643 institutional investors held Philip Morris (PM) as of Q2 2017, up from 1,616 in Q1 2017.
- Funds reported $131B of Philip Morris stock for Q2 2017, up 3.8% quarter-over-quarter.
- 98 funds opened new Philip Morris positions in Q2 2017 and 56 closed out, a net change of +42 holders.
- The largest Philip Morris buyer in Q2 2017 was Vanguard Group, an estimated $344M added.
- The largest Philip Morris seller in Q2 2017 was Capital Research Global Investors, an estimated $1.36B sold.
Based on aggregated 13F filings for Q2 2017.