Philip Morris
1,519 hedge funds and large institutions have $108B invested in Philip Morris in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 573 increasing their positions, 606 reducing their positions, and 58 closing their positions.
0% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 58
0.04% less ownership
Funds ownership: 71.44% → 71.4% (-0.04%)
4% less capital invested
Capital invested by funds: $113B → $108B (-$5.03B)
5% less repeat investments, than reductions
Existing positions increased: 573 | Existing positions reduced: 606
1% less funds holding
Funds holding: 1,536 → 1,519 (-17)
21% less funds holding in top 10
Funds holding in top 10: 113 → 89 (-24)
24% less call options, than puts
Call options by funds: $622M | Put options by funds: $818M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.14B |
| 2 |
Franklin Resources
San Mateo,
California
|
+$531M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$274M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$206M |
| 5 |
MC
Maverick Capital
Dallas,
Texas
|
+$138M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.27B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$374M |
| 3 |
JP Morgan Chase
New York
|
-$264M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$164M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$120M |
PM Hedge Fund Activity: Q3 2016 in Review
1,519 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q3 2016, worth a combined $108B — down 4.5% from $113B a quarter earlier.
Fund positioning in PM was balanced in Q3 2016: 58 funds opened new positions, 58 closed out, 573 added to existing stakes and 606 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $1.14B. The largest seller was Capital World Investors, cutting an estimated $1.27B.
- 1,519 institutional investors held Philip Morris (PM) as of Q3 2016, down from 1,536 in Q2 2016.
- Funds reported $108B of Philip Morris stock for Q3 2016, down 4.5% quarter-over-quarter.
- 58 funds opened new Philip Morris positions in Q3 2016 and 58 closed out, a net change of 0 holders.
- The largest Philip Morris buyer in Q3 2016 was Wellington Management Group, an estimated $1.14B added.
- The largest Philip Morris seller in Q3 2016 was Capital World Investors, an estimated $1.27B sold.
Based on aggregated 13F filings for Q3 2016.