Philip Morris
1,754 hedge funds and large institutions have $112B invested in Philip Morris in 2018 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 628 increasing their positions, 753 reducing their positions, and 92 closing their positions.
39% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 92
2% more call options, than puts
Call options by funds: $546M | Put options by funds: $533M
1% more funds holding
Funds holding: 1,742 → 1,754 (+12)
0.24% more ownership
Funds ownership: 72.5% → 72.74% (+0.24%)
6% less capital invested
Capital invested by funds: $119B → $112B (-$6.7B)
7% less funds holding in top 10
Funds holding in top 10: 71 → 66 (-5)
17% less repeat investments, than reductions
Existing positions increased: 628 | Existing positions reduced: 753
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$518M |
| 2 |
Flossbach Von Storch
Cologne,
Germany
|
+$311M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$262M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$251M |
| 5 |
CI
Cambiar Investors
Denver,
Colorado
|
+$231M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$494M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$399M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$366M |
| 4 |
CRC
Cedar Rock Capital
London,
United Kingdom
|
-$354M |
| 5 |
State Street
Boston,
Massachusetts
|
-$282M |
PM Hedge Fund Activity: Q1 2018 in Review
1,754 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q1 2018, worth a combined $112B — down 5.6% from $119B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new PM positions and 92 closed out — a net gain of 36 holders — while 628 added to existing stakes and 753 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $518M. The largest seller was Capital Research Global Investors, cutting an estimated $494M.
- 1,754 institutional investors held Philip Morris (PM) as of Q1 2018, up from 1,742 in Q4 2017.
- Funds reported $112B of Philip Morris stock for Q1 2018, down 5.6% quarter-over-quarter.
- 128 funds opened new Philip Morris positions in Q1 2018 and 92 closed out, a net change of +36 holders.
- The largest Philip Morris buyer in Q1 2018 was T. Rowe Price Associates, an estimated $518M added.
- The largest Philip Morris seller in Q1 2018 was Capital Research Global Investors, an estimated $494M sold.
Based on aggregated 13F filings for Q1 2018.