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Philip Morris
PM

Overview Fund Activity

1,513 hedge funds and large institutions have $106B invested in Philip Morris in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 571 increasing their positions, 604 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,513
Holders Change
-17
Holders Change %
-1.11%
% of All Funds
40.43%
Holding in Top 10
88
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-21.43%
% of All Funds
2.35%
New
58
Increased
571
Reduced
604
Closed
58
Calls
$622M
Puts
$818M
Net Calls
-$196M
Net Calls Change
-$66.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.51B
2
Franklin Resources
2
Franklin Resources
California
$730M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.92B
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$230M
5
MC
5
Maverick Capital
Texas
$703M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$6.6B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.33B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$672M
4
Deutsche Bank
4
Deutsche Bank
Germany
$869M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$7.96B
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
226
Piedmont Investment Advisors
North Carolina
$31M -$3.21M -32,995 -9%
AA
227
ALPS Advisors
Colorado
$31M +$5.57M +57,287 +22%
VRS
228
Virginia Retirement Systems
Virginia
$31M – – –
Citigroup
229
Citigroup
New York
$30.8M -$798K -8,205 -3%
AIM
230
abrdn Investment Management
United Kingdom
$30.5M +$16.5M +169,469 +117%
DRZID
231
DePrince Race & Zollo Inc (DRZ)
Florida
$30.5M -$577K -5,940 -2%
Natixis Advisors
232
Natixis Advisors
Massachusetts
$30.1M +$1.71M +17,605 +6%
Janney Montgomery Scott
233
Janney Montgomery Scott
Pennsylvania
$29.7M -$26.1M -268,098 -47%
TU
234
TDAM USA
Ontario, Canada
$29.4M -$264K -2,712 -0.9%
GKIM
235
GW&K Investment Management
Massachusetts
$29.2M +$1.83M +18,840 +7%
CS
236
Candriam SCA
Luxembourg
$29.1M +$623K +6,412 +2%
Citadel Advisors
237
Citadel Advisors
Florida
$28.7M -$28.9M -297,145 -50%
Mitsubishi UFJ Asset Management
238
Mitsubishi UFJ Asset Management
Japan
$28.5M +$5.98M +61,526 +27%
RG
239
Rathbones Group
United Kingdom
$28.3M -$74.5K -766 -0.3%
JFL
240
Jarislowsky, Fraser Ltd
Quebec, Canada
$27.8M -$933K -9,598 -3%
Creative Planning
241
Creative Planning
Kansas
$27.6M +$5.88M +60,491 +27%
URS
242
Utah Retirement Systems
Utah
$27.6M – – –
WG
243
Winton Group
United Kingdom
$26.5M +$26.5M +272,616 New
Truist Financial
244
Truist Financial
North Carolina
$26.5M -$414K -4,259 -2%
Marshall Wace
245
Marshall Wace
United Kingdom
$26.3M +$19.4M +199,955 +282%
Envestnet Asset Management
246
Envestnet Asset Management
Illinois
$26.2M -$8.48M -87,229 -24%
BAPIM
247
British Airways Pensions Investment Management
United Kingdom
$26M -$29.7M -306,131 -53%
WPC
248
Waters Parkerson & Co
Louisiana
$25.5M +$323K +3,319 +1%
JCM
249
Janney Capital Management
Pennsylvania
$24.9M -$777K -7,995 -3%
CI
250
Conning Inc
Connecticut
$24.8M +$865K +8,898 +4%
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