Philip Morris
1,681 hedge funds and large institutions have $85B invested in Philip Morris in 2020 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 568 increasing their positions, 796 reducing their positions, and 189 closing their positions.
24% more funds holding in top 10
Funds holding in top 10: 42 → 52 (+10)
0.97% more ownership
Funds ownership: 73.81% → 74.78% (+0.97%)
4% less call options, than puts
Call options by funds: $481M | Put options by funds: $500M
8% less funds holding
Funds holding: 1,823 → 1,681 (-142)
13% less capital invested
Capital invested by funds: $97.9B → $85B (-$12.9B)
29% less repeat investments, than reductions
Existing positions increased: 568 | Existing positions reduced: 796
60% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 189
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.45B |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$601M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$358M |
| 4 |
Morgan Stanley
New York
|
+$270M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$266M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$488M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$355M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$353M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$199M |
| 5 |
Barclays
London,
United Kingdom
|
-$171M |
PM Hedge Fund Activity: Q1 2020 in Review
1,681 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q1 2020, worth a combined $85B — down 13% from $97.9B a quarter earlier.
Sellers outnumbered buyers: 189 funds closed out of PM and 75 opened new positions — a net loss of 114 holders — while 796 trimmed existing stakes and 568 added.
The largest buyer was Capital World Investors, adding an estimated $1.45B. The largest seller was Goldman Sachs, cutting an estimated $488M.
- 1,681 institutional investors held Philip Morris (PM) as of Q1 2020, down from 1,823 in Q4 2019.
- Funds reported $85B of Philip Morris stock for Q1 2020, down 13% quarter-over-quarter.
- 75 funds opened new Philip Morris positions in Q1 2020 and 189 closed out, a net change of -114 holders.
- The largest Philip Morris buyer in Q1 2020 was Capital World Investors, an estimated $1.45B added.
- The largest Philip Morris seller in Q1 2020 was Goldman Sachs, an estimated $488M sold.
Based on aggregated 13F filings for Q1 2020.