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Philip Morris
PM

Overview Fund Activity

1,398 hedge funds and large institutions have $81B invested in Philip Morris in 2015 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 524 increasing their positions, 585 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,398
Holders Change
-32
Holders Change %
-2.24%
% of All Funds
37.29%
Holding in Top 10
58
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.94%
% of All Funds
1.55%
New
81
Increased
524
Reduced
585
Closed
95
Calls
$287M
Puts
$388M
Net Calls
-$100M
Net Calls Change
-$97.3M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$6.34B
2
CRC
2
Cedar Rock Capital
United Kingdom
$906M
3
Capital International Investors
3
Capital International Investors
California
$762M
4
Ameriprise
4
Ameriprise
Minnesota
$1.17B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.68B

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.14B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$6.2B
3
State Street
3
State Street
Massachusetts
$4.35B
4
Morgan Stanley
4
Morgan Stanley
New York
$1.23B
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$337M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
51
Epoch Investment Partners
New York
$282M +$126M +1,669,509 +81%
Goldman Sachs
52
Goldman Sachs
New York
$281M -$11.2M -148,583 -4%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$277M -$4.58M -60,788 -2%
Principal Financial Group
54
Principal Financial Group
Iowa
$268M +$61.4M +815,152 +30%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$261M +$2.83M +37,532 +1%
UBS Group
56
UBS Group
Switzerland
$255M +$6.62M +87,877 +3%
BAM
57
Burgundy Asset Management
Ontario, Canada
$247M +$11.2M +147,640 +5%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$243M +$1.06M +14,044 +0.4%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$226M -$3.41M -45,315 -1%
JHIU
60
Janus Henderson Investors US
Colorado
$225M -$88.2M -1,170,572 -28%
Fundsmith LLP
61
Fundsmith LLP
United Kingdom
$222M +$34.2M +453,586 +18%
Prudential Financial
62
Prudential Financial
New Jersey
$192M -$31.3M -416,000 -14%
PPA
63
Parametric Portfolio Associates
Washington
$190M +$4.9M +65,032 +3%
PI
64
Putnam Investments
Massachusetts
$186M +$12.5M +165,547 +7%
Arrowstreet Capital
65
Arrowstreet Capital
Massachusetts
$182M +$121M +1,601,744 +195%
Swiss National Bank
66
Swiss National Bank
Switzerland
$178M +$68.9M +914,900 +63%
MTB
67
Mizuho Trust & Banking
Japan
$178M +$7.14M +94,744 +4%
BBHC
68
Brown Brothers Harriman & Co
New York
$174M -$2.05M -27,202 -1%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$171M -$1.91M -25,298 -1%
RFC
70
Russell Frank Company
Washington
$170M -$24.8M -328,824 -13%
Canada Pension Plan Investment Board
71
Canada Pension Plan Investment Board
Ontario, Canada
$170M +$72.2M +958,082 +74%
Schroder Investment Management Group
72
Schroder Investment Management Group
United Kingdom
$170M +$11M +142,691 +7%
APG Asset Management
73
APG Asset Management
Netherlands
$164M -$30.1M -400,221 -16%
Adage Capital Partners
74
Adage Capital Partners
Massachusetts
$164M -$91.1M -1,210,000 -36%
HCM
75
Herndon Capital Management
Georgia
$161M +$47.5M +631,282 +42%
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