Philip Morris
1,656 hedge funds and large institutions have $91.5B invested in Philip Morris in 2018 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 625 increasing their positions, 730 reducing their positions, and 173 closing their positions.
0.43% more ownership
Funds ownership: 72.74% → 73.18% (+0.43%)
6% less funds holding
Funds holding: 1,754 → 1,656 (-98)
14% less repeat investments, than reductions
Existing positions increased: 625 | Existing positions reduced: 730
18% less capital invested
Capital invested by funds: $112B → $91.5B (-$20.6B)
20% less call options, than puts
Call options by funds: $618M | Put options by funds: $775M
35% less funds holding in top 10
Funds holding in top 10: 66 → 43 (-23)
45% less first-time investments, than exits
New positions opened: 95 | Existing positions closed: 173
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.92B |
| 2 |
First Eagle Investment Management
New York
|
+$477M |
| 3 |
Flossbach Von Storch
Cologne,
Germany
|
+$392M |
| 4 |
Morgan Stanley
New York
|
+$372M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$340M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$862M |
| 2 |
JP Morgan Chase
New York
|
-$640M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$535M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$504M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$261M |
PM Hedge Fund Activity: Q2 2018 in Review
1,656 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q2 2018, worth a combined $91.5B — down 18% from $112B a quarter earlier.
Sellers outnumbered buyers: 173 funds closed out of PM and 95 opened new positions — a net loss of 78 holders — while 730 trimmed existing stakes and 625 added.
The largest buyer was Capital World Investors, adding an estimated $1.92B. The largest seller was T. Rowe Price Associates, cutting an estimated $862M.
- 1,656 institutional investors held Philip Morris (PM) as of Q2 2018, down from 1,754 in Q1 2018.
- Funds reported $91.5B of Philip Morris stock for Q2 2018, down 18% quarter-over-quarter.
- 95 funds opened new Philip Morris positions in Q2 2018 and 173 closed out, a net change of -78 holders.
- The largest Philip Morris buyer in Q2 2018 was Capital World Investors, an estimated $1.92B added.
- The largest Philip Morris seller in Q2 2018 was T. Rowe Price Associates, an estimated $862M sold.
Based on aggregated 13F filings for Q2 2018.