Philip Morris
1,461 hedge funds and large institutions have $96.8B invested in Philip Morris in 2015 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 502 increasing their positions, 575 reducing their positions, and 58 closing their positions.
136% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 58
18% more funds holding in top 10
Funds holding in top 10: 80 → 94 (+14)
12% more capital invested
Capital invested by funds: $86.8B → $96.8B (+$10B)
4% more funds holding
Funds holding: 1,400 → 1,461 (+61)
2% more call options, than puts
Call options by funds: $507M | Put options by funds: $497M
0.4% more ownership
Funds ownership: 70.63% → 71.02% (+0.4%)
13% less repeat investments, than reductions
Existing positions increased: 502 | Existing positions reduced: 575
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$464M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$262M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$252M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$240M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$170M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$170M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$144M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$136M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$135M |
| 5 |
Bank of New York Mellon
New York
|
-$103M |
PM Hedge Fund Activity: Q4 2015 in Review
1,461 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q4 2015, worth a combined $96.8B — up 12% from $86.8B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new PM positions and 58 closed out — a net gain of 79 holders — while 502 added to existing stakes and 575 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $464M. The largest seller was Fidelity Investments, cutting an estimated $170M.
- 1,461 institutional investors held Philip Morris (PM) as of Q4 2015, up from 1,400 in Q3 2015.
- Funds reported $96.8B of Philip Morris stock for Q4 2015, up 12% quarter-over-quarter.
- 137 funds opened new Philip Morris positions in Q4 2015 and 58 closed out, a net change of +79 holders.
- The largest Philip Morris buyer in Q4 2015 was Capital Research Global Investors, an estimated $464M added.
- The largest Philip Morris seller in Q4 2015 was Fidelity Investments, an estimated $170M sold.
Based on aggregated 13F filings for Q4 2015.