Philip Morris
1,742 hedge funds and large institutions have $119B invested in Philip Morris in 2017 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 649 increasing their positions, 617 reducing their positions, and 99 closing their positions.
118% more first-time investments, than exits
New positions opened: 216 | Existing positions closed: 99
6% more funds holding
Funds holding: 1,636 → 1,742 (+106)
5% more repeat investments, than reductions
Existing positions increased: 649 | Existing positions reduced: 617
0.05% less ownership
Funds ownership: 72.55% → 72.5% (-0.05%)
5% less capital invested
Capital invested by funds: $125B → $119B (-$6.24B)
10% less funds holding in top 10
Funds holding in top 10: 79 → 71 (-8)
54% less call options, than puts
Call options by funds: $467M | Put options by funds: $1.02B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Flossbach Von Storch
Cologne,
Germany
|
+$333M |
| 2 |
Renaissance Technologies
New York
|
+$296M |
| 3 |
JP Morgan Chase
New York
|
+$281M |
| 4 |
BlackRock
New York
|
+$197M |
| 5 |
Janus Henderson Group
London,
|
+$161M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$954M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$521M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$368M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$313M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$219M |
PM Hedge Fund Activity: Q4 2017 in Review
1,742 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q4 2017, worth a combined $119B — down 5% from $125B a quarter earlier.
Buyers outnumbered sellers: 216 funds opened new PM positions and 99 closed out — a net gain of 117 holders — while 649 added to existing stakes and 617 trimmed.
The largest buyer was Flossbach Von Storch, adding an estimated $333M. The largest seller was Capital World Investors, cutting an estimated $954M.
- 1,742 institutional investors held Philip Morris (PM) as of Q4 2017, up from 1,636 in Q3 2017.
- Funds reported $119B of Philip Morris stock for Q4 2017, down 5% quarter-over-quarter.
- 216 funds opened new Philip Morris positions in Q4 2017 and 99 closed out, a net change of +117 holders.
- The largest Philip Morris buyer in Q4 2017 was Flossbach Von Storch, an estimated $333M added.
- The largest Philip Morris seller in Q4 2017 was Capital World Investors, an estimated $954M sold.
Based on aggregated 13F filings for Q4 2017.