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Philip Morris
PM

Overview Fund Activity

1,736 hedge funds and large institutions have $119B invested in Philip Morris in 2017 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 647 increasing their positions, 616 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,736
Holders Change
+108
Holders Change %
+6.63%
% of All Funds
39.43%
Holding in Top 10
70
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.26%
% of All Funds
1.59%
New
217
Increased
647
Reduced
616
Closed
98
Calls
$466M
Puts
$1.02B
Net Calls
-$554M
Net Calls Change
-$256M

Top Buyers

1
Flossbach Von Storch
1
Flossbach Von Storch
Germany
$699M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$608M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.08B
4
BlackRock
4
BlackRock
New York
$10B
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$512M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$5.86B
2
Capital International Investors
2
Capital International Investors
California
$820M
3
Bank of America
3
Bank of America
North Carolina
$2.85B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.92B
5
WRF
5
Waddell & Reed Financial
Kansas
$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
Diamond Hill Capital Management
51
Diamond Hill Capital Management
Ohio
$400M +$52.7M +498,823 +15%
TA
52
Teachers Advisors
New York
$388M -$8.12M -76,868 -2%
WRF
53
Waddell & Reed Financial
Kansas
$371M -$217M -2,058,080 -37%
UBS Group
54
UBS Group
Switzerland
$365M +$44.6M +422,601 +14%
CS
55
Credit Suisse
Switzerland
$365M +$59.1M +559,580 +19%
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$351M +$1.36M +12,854 +0.4%
American Century Companies
57
American Century Companies
Missouri
$351M +$68.2M +645,108 +24%
Harris Associates
58
Harris Associates
Illinois
$330M +$193K +1,824 +0.1%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$318M -$7.03M -66,504 -2%
Barclays
60
Barclays
United Kingdom
$300M +$100M +950,663 +50%
CWG
61
C WorldWide Group
Denmark
$299M +$836K +7,915 +0.3%
EIP
62
Epoch Investment Partners
New York
$298M +$34.7M +328,034 +13%
Schroder Investment Management Group
63
Schroder Investment Management Group
United Kingdom
$297M +$45.9M +434,353 +18%
Principal Financial Group
64
Principal Financial Group
Iowa
$296M +$12.5M +117,935 +4%
BAM
65
Burgundy Asset Management
Ontario, Canada
$288M +$2.21M +20,919 +0.8%
Dimensional Fund Advisors
66
Dimensional Fund Advisors
Texas
$281M +$342K +3,238 +0.1%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$276M -$1.54M -14,600 -0.6%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$276M +$84.4M +798,808 +44%
AAM
69
Amerigo Asset Management
Cayman Islands
$271M +$75.5M +714,750 +39%
Asset Management One
70
Asset Management One
Japan
$270M -$6.04M -57,198 -2%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$264M -$10.8M -102,013 -4%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$264M +$7.32M +69,320 +3%
T
73
Thomaspartners
Massachusetts
$260M +$9.53M +90,180 +4%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$253M +$804K +7,608 +0.3%
RJA
75
Raymond James & Associates
Florida
$240M +$6.15M +58,209 +3%
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