PM icon

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

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$66.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.28B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$927M
4
Capital Research Global Investors
Capital Research Global Investors
California
$7.2B
5
ACM
Americafirst Capital Management
California
$501M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
51
Charles Schwab
California
$311M +$14.1M +173,574 +5%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$310M +$712K +8,628 +0.2%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$304M +$34.9M +428,401 +13%
CS
54
Credit Suisse
Switzerland
$286M -$12.5M -153,624 -4%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$280M -$18.9M -232,278 -6%
Adage Capital Partners
56
Adage Capital Partners
Massachusetts
$275M -$63.6M -781,400 -19%
UBS Group
57
UBS Group
Switzerland
$268M +$268M +3,296,227 New
BA
58
BlackRock Advisors
Delaware
$267M -$68.4M -839,324 -20%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$261M +$23M +282,032 +10%
BAM
60
Burgundy Asset Management
Ontario, Canada
$254M +$3.15M +38,496 +1%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$248M -$2.54M -31,133 -1%
Prudential Financial
62
Prudential Financial
New Jersey
$241M -$14.7M -180,490 -6%
Principal Financial Group
63
Principal Financial Group
Iowa
$223M -$12.7M -156,392 -5%
RFC
64
Russell Frank Company
Washington
$214M -$46.3M -560,601 -18%
APG Asset Management
65
APG Asset Management
Netherlands
$210M +$15.5M +190,620 +8%
Renaissance Technologies
66
Renaissance Technologies
New York
$208M +$106M +1,295,400 +103%
SOMRS
67
State of Michigan Retirement System
Michigan
$206M +$400K +4,905 +0.2%
State of New Jersey Common Pension Fund D
68
State of New Jersey Common Pension Fund D
New Jersey
$203M -$4.07M -50,000 -2%
Fundsmith LLP
69
Fundsmith LLP
United Kingdom
$203M +$44.5M +545,784 +28%
PPA
70
Parametric Portfolio Associates
Washington
$201M +$3.68M +45,159 +2%
BBHC
71
Brown Brothers Harriman & Co
New York
$191M -$398K -4,886 -0.2%
PI
72
Putnam Investments
Massachusetts
$188M -$45.2M -554,734 -19%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$187M -$4.6M -56,484 -2%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$185M +$1.57M +19,225 +0.9%
MTB
75
Mizuho Trust & Banking
Japan
$184M +$5.67M +69,609 +3%
1 2
3
4 5