Philip Morris
1,823 hedge funds and large institutions have $97.9B invested in Philip Morris in 2019 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 587 increasing their positions, 735 reducing their positions, and 72 closing their positions.
246% more first-time investments, than exits
New positions opened: 249 | Existing positions closed: 72
13% more capital invested
Capital invested by funds: $86.6B → $97.9B (+$11.3B)
10% more funds holding
Funds holding: 1,662 → 1,823 (+161)
0.59% more ownership
Funds ownership: 73.21% → 73.81% (+0.59%)
0% more funds holding in top 10
Funds holding in top 10: 42 → 42 (0)
20% less repeat investments, than reductions
Existing positions increased: 587 | Existing positions reduced: 735
28% less call options, than puts
Call options by funds: $639M | Put options by funds: $882M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.23B |
| 2 |
Goldman Sachs
New York
|
+$386M |
| 3 |
JP Morgan Chase
New York
|
+$342M |
| 4 |
Morgan Stanley
New York
|
+$296M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$124M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$440M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$209M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$208M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$204M |
| 5 |
BlackRock
New York
|
-$194M |
PM Hedge Fund Activity: Q4 2019 in Review
1,823 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q4 2019, worth a combined $97.9B — up 13% from $86.6B a quarter earlier.
Buyers outnumbered sellers: 249 funds opened new PM positions and 72 closed out — a net gain of 177 holders — while 587 added to existing stakes and 735 trimmed.
The largest buyer was Capital World Investors, adding an estimated $1.23B. The largest seller was GQG Partners, exiting entirely with an estimated $440M sold.
- 1,823 institutional investors held Philip Morris (PM) as of Q4 2019, up from 1,662 in Q3 2019.
- Funds reported $97.9B of Philip Morris stock for Q4 2019, up 13% quarter-over-quarter.
- 249 funds opened new Philip Morris positions in Q4 2019 and 72 closed out, a net change of +177 holders.
- The largest Philip Morris buyer in Q4 2019 was Capital World Investors, an estimated $1.23B added.
- The largest Philip Morris seller in Q4 2019 was GQG Partners, an estimated $440M sold.
Based on aggregated 13F filings for Q4 2019.