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Philip Morris
PM

Overview Fund Activity

1,430 hedge funds and large institutions have $99.7B invested in Philip Morris in 2014 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 536 increasing their positions, 532 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,430
Holders Change
+69
Holders Change %
+5.07%
% of All Funds
38.16%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
1.68%
New
149
Increased
536
Reduced
532
Closed
64
Calls
$538M
Puts
$541M
Net Calls
-$2.97M
Net Calls Change
+$50.4M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$5.14B
2
Invesco
2
Invesco
Georgia
$689M
3
State Street
3
State Street
Massachusetts
$5.04B
4
CRC
4
Cedar Rock Capital
United Kingdom
$460M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.01B

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$66.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.28B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$927M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$7.2B
5
ACM
5
Americafirst Capital Management
California
$501M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$773M +$76.8M +943,151 +11%
IFP
27
Independent Franchise Partners
United Kingdom
$745M +$52.8M +648,256 +8%
Invesco
28
Invesco
Georgia
$689M +$361M +4,431,546 +110%
Federated Hermes
29
Federated Hermes
Pennsylvania
$658M +$26.9M +330,119 +4%
MAA
30
Managed Account Advisors
New Jersey
$601M +$5.36M +65,860 +0.9%
AllianceBernstein
31
AllianceBernstein
Tennessee
$587M -$22.6M -277,908 -4%
BTS
32
BB&T Securities
Virginia
$537M +$9.91M +12,164 +2%
Legal & General Group
33
Legal & General Group
United Kingdom
$522M -$6.69M -82,112 -1%
Wells Fargo
34
Wells Fargo
California
$522M +$61.5M +755,181 +13%
TCIM
35
TIAA CREF Investment Management
New York
$514M -$85.1M -1,044,717 -14%
ACM
36
Americafirst Capital Management
California
$501M -$231M -2,839 -32%
Harris Associates
37
Harris Associates
Illinois
$472M -$570K -7,000 -0.1%
UBS AM
38
UBS AM
Illinois
$461M -$7.42M -91,131 -2%
CRC
39
Cedar Rock Capital
United Kingdom
$460M +$245M +3,012,045 +114%
WRF
40
Waddell & Reed Financial
Kansas
$410M -$48.7M -597,877 -11%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$407M -$63.5M -779,906 -14%
American Century Companies
42
American Century Companies
Missouri
$392M +$110M +1,350,588 +39%
O
43
OppenheimerFunds
New York
$389M -$49.1M -602,652 -11%
Capital International Investors
44
Capital International Investors
California
$387M +$864K +10,605 +0.2%
BIM
45
BlackRock Investment Management
Delaware
$356M +$2.94M +36,055 +0.8%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$348M -$5.84M -71,700 -2%
JHIU
47
Janus Henderson Investors US
Colorado
$339M -$68.3M -839,077 -17%
AIG
48
American International Group
New York
$319M +$22.4M +275,363 +8%
Goldman Sachs
49
Goldman Sachs
New York
$316M +$39.4M +484,205 +14%
Franklin Resources
50
Franklin Resources
California
$312M -$2.26M -27,701 -0.7%
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