Philip Morris
2,047 hedge funds and large institutions have $120B invested in Philip Morris in 2022 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 818 increasing their positions, 677 reducing their positions, and 99 closing their positions.
143% more first-time investments, than exits
New positions opened: 241 | Existing positions closed: 99
35% more funds holding in top 10
Funds holding in top 10: 49 → 66 (+17)
28% more call options, than puts
Call options by funds: $771M | Put options by funds: $603M
22% more capital invested
Capital invested by funds: $97.9B → $120B (+$21.9B)
21% more repeat investments, than reductions
Existing positions increased: 818 | Existing positions reduced: 677
5% more funds holding
Funds holding: 1,944 → 2,047 (+103)
0.41% more ownership
Funds ownership: 75.99% → 76.4% (+0.41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$1.69B |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$1.4B |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$645M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$156M |
| 5 |
JP Morgan Chase
New York
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
CIBC World Markets
New York
|
-$1.26B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$766M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$279M |
| 4 |
Jane Street
New York
|
-$194M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$152M |
PM Hedge Fund Activity: Q4 2022 in Review
2,047 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q4 2022, worth a combined $120B — up 22% from $97.9B a quarter earlier.
Buyers outnumbered sellers: 241 funds opened new PM positions and 99 closed out — a net gain of 142 holders — while 818 added to existing stakes and 677 trimmed.
The largest buyer was Capital International Investors, adding an estimated $1.69B. The largest seller was CIBC World Markets, cutting an estimated $1.26B.
- 2,047 institutional investors held Philip Morris (PM) as of Q4 2022, up from 1,944 in Q3 2022.
- Funds reported $120B of Philip Morris stock for Q4 2022, up 22% quarter-over-quarter.
- 241 funds opened new Philip Morris positions in Q4 2022 and 99 closed out, a net change of +142 holders.
- The largest Philip Morris buyer in Q4 2022 was Capital International Investors, an estimated $1.69B added.
- The largest Philip Morris seller in Q4 2022 was CIBC World Markets, an estimated $1.26B sold.
Based on aggregated 13F filings for Q4 2022.