Philip Morris
1,662 hedge funds and large institutions have $81.2B invested in Philip Morris in 2020 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 578 increasing their positions, 712 reducing their positions, and 113 closing their positions.
0.45% less ownership
Funds ownership: 74.78% → 74.33% (-0.45%)
4% less first-time investments, than exits
New positions opened: 108 | Existing positions closed: 113
5% less capital invested
Capital invested by funds: $85B → $81.2B (-$3.84B)
1% less funds holding
Funds holding: 1,681 → 1,662 (-19)
19% less repeat investments, than reductions
Existing positions increased: 578 | Existing positions reduced: 712
20% less call options, than puts
Call options by funds: $381M | Put options by funds: $474M
33% less funds holding in top 10
Funds holding in top 10: 52 → 35 (-17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$912M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$525M |
| 3 |
Morgan Stanley
New York
|
+$235M |
| 4 |
Fundsmith LLP
London,
United Kingdom
|
+$172M |
| 5 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$167M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Flossbach Von Storch
Cologne,
Germany
|
-$598M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$545M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$442M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$437M |
| 5 |
BlackRock
New York
|
-$235M |
PM Hedge Fund Activity: Q2 2020 in Review
1,662 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q2 2020, worth a combined $81.2B — down 4.5% from $85B a quarter earlier.
Sellers outnumbered buyers: 113 funds closed out of PM and 108 opened new positions — a net loss of 5 holders — while 712 trimmed existing stakes and 578 added.
The largest buyer was Capital Research Global Investors, adding an estimated $912M. The largest seller was Flossbach Von Storch, cutting an estimated $598M.
- 1,662 institutional investors held Philip Morris (PM) as of Q2 2020, down from 1,681 in Q1 2020.
- Funds reported $81.2B of Philip Morris stock for Q2 2020, down 4.5% quarter-over-quarter.
- 108 funds opened new Philip Morris positions in Q2 2020 and 113 closed out, a net change of -5 holders.
- The largest Philip Morris buyer in Q2 2020 was Capital Research Global Investors, an estimated $912M added.
- The largest Philip Morris seller in Q2 2020 was Flossbach Von Storch, an estimated $598M sold.
Based on aggregated 13F filings for Q2 2020.