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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
$4.63B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.3B
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.62B
4
WRF
Waddell & Reed Financial
Kansas
$1.11B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$192M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$7.39B
2
State Street
State Street
Massachusetts
$5.16B
3
MC
Montag & Caldwell
Georgia
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.79B
5
BA
BlackRock Advisors
Delaware
$423M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$708M -$52.8M -645,008 -7%
VAM
27
Vontobel Asset Management
New York
$659M -$57.3K -704 -0%
AllianceBernstein
28
AllianceBernstein
Tennessee
$592M -$42.6M -520,264 -7%
Legal & General Group
29
Legal & General Group
United Kingdom
$588M -$20.2M -247,298 -3%
MAA
30
Managed Account Advisors
New Jersey
$561M -$18.8M -229,912 -3%
Federated Hermes
31
Federated Hermes
Pennsylvania
$533M +$176M +2,151,099 +49%
IFP
32
Independent Franchise Partners
United Kingdom
$508M +$67M +818,788 +15%
O
33
OppenheimerFunds
New York
$496M +$4.47M +54,572 +0.9%
Harris Associates
34
Harris Associates
Illinois
$495M -$4.53M -55,300 -0.9%
BTS
35
BB&T Securities
Virginia
$488M +$111M +135,777 +30%
UBS AM
36
UBS AM
Illinois
$471M -$238K -2,903 -0.1%
Wells Fargo
37
Wells Fargo
California
$468M +$3.56M +43,495 +0.8%
JHIU
38
Janus Henderson Investors US
Colorado
$460M -$158M -1,934,961 -26%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$439M -$16.4M -200,912 -4%
BIM
40
BlackRock Investment Management
Delaware
$429M -$69.2M -845,571 -14%
Goldman Sachs
41
Goldman Sachs
New York
$424M -$25.1M -306,774 -6%
BA
42
BlackRock Advisors
Delaware
$423M -$199M -2,434,219 -32%
Invesco
43
Invesco
Georgia
$385M +$13.3M +162,776 +4%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$369M -$8.17M -99,800 -2%
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$359M -$2.87M -35,050 -0.8%
Capital International Investors
46
Capital International Investors
California
$344M – – –
Adage Capital Partners
47
Adage Capital Partners
Massachusetts
$337M -$102M -1,251,387 -23%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$331M -$11.4M -139,457 -3%
Franklin Resources
49
Franklin Resources
California
$328M -$10.8M -131,576 -3%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$327M +$26.8M +327,753 +9%
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