PM icon

Philip Morris
PM

Overview Fund Activity

1,382 hedge funds and large institutions have $89.1B invested in Philip Morris in 2014 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 502 increasing their positions, 608 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,382
Holders Change
-18
Holders Change %
-1.29%
% of All Funds
39.94%
Holding in Top 10
74
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-18.68%
% of All Funds
2.14%
New
82
Increased
502
Reduced
608
Closed
87
Calls
$611M
Puts
$633M
Net Calls
-$22.5M
Net Calls Change
+$35.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$817M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$261M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$227M
4
WRF
Waddell & Reed Financial
Kansas
+$198M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$192M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$602M
2
State Street
State Street
Massachusetts
-$399M
3
MC
Montag & Caldwell
Georgia
-$232M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$201M
5
BA
BlackRock Advisors
Delaware
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
251
LPL Financial
California
$24.5M -$1.49M -18,224 -6%
BBHC
252
Brown Brothers Harriman & Co
New York
$24.1M +$2.74M +33,416 +13%
URS
253
Utah Retirement Systems
Utah
$24.1M +$164K +2,000 +0.7%
HighTower Advisors
254
HighTower Advisors
Illinois
$24M +$3.9M +47,688 +19%
ACM
255
Aviance Capital Management
Florida
$23.9M +$21.9M +266,962 +1,065%
CFB
256
Cullen/Frost Bankers
Texas
$23.6M -$6.04M -73,825 -20%
AG
257
Aperio Group
California
$23.4M +$23.4M +286,260 New
ProShare Advisors
258
ProShare Advisors
Maryland
$23.3M +$1.23M +15,044 +6%
ACM
259
Academy Capital Management
Texas
$22.6M +$9.65M +117,850 +75%
AF
260
Ally Financial
Michigan
$22.5M – – –
PP
261
PDT Partners
New York
$22.4M +$20.6M +251,968 +1,143%
Robeco Institutional Asset Management
262
Robeco Institutional Asset Management
Netherlands
$22.3M -$485K -5,923 -2%
Asset Management One
263
Asset Management One
Japan
$22M -$1.44M -17,699 -6%
William Blair & Company
264
William Blair & Company
Illinois
$21.8M +$107K +1,312 +0.5%
RG
265
Rathbones Group
United Kingdom
$21.7M +$1.66M +20,235 +8%
CCM
266
Cadence Capital Management
Massachusetts
$21.5M -$3.4M -41,567 -14%
ADEF
267
Adams Diversified Equity Fund
Maryland
$21.5M – – –
JPMPWA
268
J.P. Morgan Private Wealth Advisors
California
$21.2M +$2.98M +36,390 +16%
ZIM
269
Zacks Investment Management
Illinois
$21.1M +$2.31M +28,261 +12%
OPERF
270
Oregon Public Employees Retirement Fund
Oregon
$21M +$242K +2,960 +1%
DCM
271
Dupont Capital Management
Delaware
$20.6M -$8.86M -108,200 -30%
OTPPB
272
Ontario Teachers' Pension Plan Board
Ontario, Canada
$20.6M -$5.04M -61,619 -20%
FFA
273
First Foundation Advisors
California
$20.6M +$1.12M +13,691 +6%
WPC
274
Waters Parkerson & Co
Louisiana
$20.5M -$534K -6,520 -3%
DILH
275
Dai-ichi Life Holdings
Japan
$20.4M -$796K -9,728 -4%
9 10
11
12 13