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Philip Morris
PM

Overview Fund Activity

1,400 hedge funds and large institutions have $95.6B invested in Philip Morris in 2013 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 489 increasing their positions, 564 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,400
Holders Change
+93
Holders Change %
+7.12%
% of All Funds
40.66%
Holding in Top 10
91
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-10.78%
% of All Funds
2.64%
New
166
Increased
489
Reduced
564
Closed
58
Calls
$779M
Puts
$837M
Net Calls
-$58.3M
Net Calls Change
+$29.4M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$4.06B
2
Capital International Investors
Capital International Investors
California
$366M
3
AIG
American International Group
New York
$301M
4
BFA
BlackRock Fund Advisors
California
$1.82B
5
BAM
Burgundy Asset Management
Ontario, Canada
$226M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$8.5B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
VOYA Investment Management
VOYA Investment Management
Georgia
$71M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.33B
5
American Century Companies
American Century Companies
Missouri
$426M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$810M -$45.5M -522,487 -5%
VAM
27
Vontobel Asset Management
New York
$700M +$28M +323,536 +4%
AllianceBernstein
28
AllianceBernstein
Tennessee
$675M +$14.1M +162,177 +2%
BA
29
BlackRock Advisors
Delaware
$662M -$1.85M -21,237 -0.3%
JHIU
30
Janus Henderson Investors US
Colorado
$658M -$177M -2,034,893 -21%
Legal & General Group
31
Legal & General Group
United Kingdom
$648M +$5.21M +59,756 +0.8%
MAA
32
Managed Account Advisors
New Jersey
$617M -$13.8M -158,707 -2%
Harris Associates
33
Harris Associates
Illinois
$532M +$5.75M +66,000 +1%
BIM
34
BlackRock Investment Management
Delaware
$531M -$16.6M -191,032 -3%
O
35
OppenheimerFunds
New York
$523M +$2.95M +33,899 +0.6%
UBS AM
36
UBS AM
Illinois
$501M +$24M +275,616 +5%
Wells Fargo
37
Wells Fargo
California
$495M +$27.8M +318,602 +6%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$484M -$18.5M -212,750 -4%
Goldman Sachs
39
Goldman Sachs
New York
$478M +$11.5M +132,501 +2%
IFP
40
Independent Franchise Partners
United Kingdom
$469M +$27.8M +319,582 +6%
Adage Capital Partners
41
Adage Capital Partners
Massachusetts
$468M +$49.8M +572,000 +12%
American Century Companies
42
American Century Companies
Missouri
$426M -$181M -2,081,847 -30%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$401M -$15.6M -179,100 -4%
BTS
44
BB&T Securities
Virginia
$401M +$73.7M +84,641 +23%
Invesco
45
Invesco
Georgia
$395M +$2.55M +29,285 +0.6%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$385M +$1.83M +21,021 +0.5%
Federated Hermes
47
Federated Hermes
Pennsylvania
$380M +$39.8M +457,139 +12%
Capital International Investors
48
Capital International Investors
California
$366M +$366M +4,200,000 New
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$362M -$29.6M -341,593 -8%
Franklin Resources
50
Franklin Resources
California
$361M -$7.61M -87,351 -2%
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