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Philip Morris

1,965 hedge funds and large institutions have $110B invested in Philip Morris in 2021 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 755 increasing their positions, 674 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 248 | Existing positions closed: 105

12% more repeat investments, than reductions

Existing positions increased: 755 | Existing positions reduced: 674

6% more funds holding

Funds holding: 1,8481,965 (+117)

0.31% less ownership

Funds ownership: 74.84%74.53% (-0.31%)

1% less capital invested

Capital invested by funds: $110B → $110B (-$697M)

11% less funds holding in top 10

Funds holding in top 10: 4540 (-5)

17% less call options, than puts

Call options by funds: $483M | Put options by funds: $582M

Holders
1,965
Holders Change
+117
Holders Change %
+6.33%
% of All Funds
30.24%
Holding in Top 10
40
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.11%
% of All Funds
0.62%
New
248
Increased
755
Reduced
674
Closed
105
Calls
$483M
Puts
$582M
Net Calls
-$99.2M
Net Calls Change
-$27.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$12B +$111M +1,184,738 +0.9%
BlackRock
2
BlackRock
New York
$8.94B +$204M +2,179,980 +2%
Capital World Investors
3
Capital World Investors
California
$7.63B -$227M -2,427,306 -3%
Capital International Investors
4
Capital International Investors
California
$7.05B +$12.3M +131,800 +0.2%
Capital Research Global Investors
5
Capital Research Global Investors
California
$5.46B -$30.8M -329,073 -0.6%
State Street
6
State Street
Massachusetts
$5.44B +$186M +1,992,512 +4%
Morgan Stanley
7
Morgan Stanley
New York
$4.44B +$116M +1,235,877 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.59B +$20.1M +214,617 +0.8%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$2.33B -$21.7M -232,274 -0.9%
JP Morgan Chase
10
JP Morgan Chase
New York
$2.22B -$206M -2,203,493 -9%
Fundsmith LLP
11
Fundsmith LLP
United Kingdom
$1.94B +$100M +1,069,807 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.85B +$77.6M +829,743 +4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.7B -$78M -834,437 -4%
Ameriprise
14
Ameriprise
Minnesota
$1.67B -$58M -620,204 -3%
Invesco
15
Invesco
Georgia
$1.67B -$97.6M -1,044,343 -6%
Northern Trust
16
Northern Trust
Illinois
$1.37B -$31.3M -335,238 -2%
GQG Partners
17
GQG Partners
Florida
$1.37B +$15.6M +166,463 +1%
Bank of America
18
Bank of America
North Carolina
$1.33B -$73.9M -790,391 -5%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$1.31B -$86.4M -924,711 -6%
Fayez Sarofim & Co
20
Fayez Sarofim & Co
Texas
$1.29B -$7.49M -80,119 -0.6%
Charles Schwab
21
Charles Schwab
California
$1.2B +$31M +331,894 +3%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$993M -$6.03M -64,541 -0.6%
Franklin Resources
23
Franklin Resources
California
$989M -$24.6M -263,122 -2%
N
24
Nuveen
North Carolina
$967M -$13.9M -148,389 -1%
IFP
25
Independent Franchise Partners
United Kingdom
$848M -$35.4M -378,668 -4%

PM Hedge Fund Activity: Q4 2021 in Review

1,965 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q4 2021, worth a combined $110B — down 0.63% from $110B a quarter earlier.

Buyers outnumbered sellers: 248 funds opened new PM positions and 105 closed out — a net gain of 143 holders — while 755 added to existing stakes and 674 trimmed.

The largest buyer was Barclays, adding an estimated $311M. The largest seller was Goldman Sachs, cutting an estimated $416M.

  • 1,965 institutional investors held Philip Morris (PM) as of Q4 2021, up from 1,848 in Q3 2021.
  • Funds reported $110B of Philip Morris stock for Q4 2021, down 0.63% quarter-over-quarter.
  • 248 funds opened new Philip Morris positions in Q4 2021 and 105 closed out, a net change of +143 holders.
  • The largest Philip Morris buyer in Q4 2021 was Barclays, an estimated $311M added.
  • The largest Philip Morris seller in Q4 2021 was Goldman Sachs, an estimated $416M sold.

Based on aggregated 13F filings for Q4 2021.