Philip Morris
1,409 hedge funds and large institutions have $86.2B invested in Philip Morris in 2015 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 509 increasing their positions, 585 reducing their positions, and 64 closing their positions.
33% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 64
23% more call options, than puts
Call options by funds: $485M | Put options by funds: $394M
22% more funds holding in top 10
Funds holding in top 10: 59 → 72 (+13)
6% more capital invested
Capital invested by funds: $81.1B → $86.2B (+$5.05B)
0% more funds holding
Funds holding: 1,402 → 1,409 (+7)
0.19% more ownership
Funds ownership: 69.49% → 69.69% (+0.19%)
13% less repeat investments, than reductions
Existing positions increased: 509 | Existing positions reduced: 585
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$578M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$283M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$191M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$130M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$119M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$346M |
| 2 |
State Street
Boston,
Massachusetts
|
-$253M |
| 3 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
-$199M |
| 4 |
Two Sigma Investments
New York
|
-$166M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$147M |
PM Hedge Fund Activity: Q2 2015 in Review
1,409 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q2 2015, worth a combined $86.2B — up 6.2% from $81.1B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new PM positions and 64 closed out — a net gain of 21 holders — while 509 added to existing stakes and 585 trimmed.
The largest buyer was Waddell & Reed Financial, adding an estimated $578M. The largest seller was Capital Research Global Investors, cutting an estimated $346M.
- 1,409 institutional investors held Philip Morris (PM) as of Q2 2015, up from 1,402 in Q1 2015.
- Funds reported $86.2B of Philip Morris stock for Q2 2015, up 6.2% quarter-over-quarter.
- 85 funds opened new Philip Morris positions in Q2 2015 and 64 closed out, a net change of +21 holders.
- The largest Philip Morris buyer in Q2 2015 was Waddell & Reed Financial, an estimated $578M added.
- The largest Philip Morris seller in Q2 2015 was Capital Research Global Investors, an estimated $346M sold.
Based on aggregated 13F filings for Q2 2015.