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Philip Morris
PM

Overview Fund Activity

1,307 hedge funds and large institutions have $103B invested in Philip Morris in 2013 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 480 increasing their positions, 551 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,307
Holders Change
+1
Holders Change %
+0.08%
% of All Funds
42.39%
Holding in Top 10
102
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.11%
% of All Funds
3.31%
New
77
Increased
480
Reduced
551
Closed
62
Calls
$710M
Puts
$797M
Net Calls
-$87.7M
Net Calls Change
+$141M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$3.27B
2
Citadel Advisors
2
Citadel Advisors
Florida
$282M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$307M
4
AAM
4
Aberdeen Asset Management
United Kingdom
$1.28B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.64B

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$500M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$7.49M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.62B
4
State Street
4
State Street
Massachusetts
$5.79B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.03B
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
76
Prudential Financial
New Jersey
$205M -$9.53M -110,036 -4%
Canada Pension Plan Investment Board
77
Canada Pension Plan Investment Board
Ontario, Canada
$197M -$13M -150,040 -6%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$195M +$4.07M +47,020 +2%
Schroder Investment Management Group
79
Schroder Investment Management Group
United Kingdom
$194M +$38.1M +439,619 +24%
Lord, Abbett & Co
80
Lord, Abbett & Co
New Jersey
$178M +$95.7M +1,107,434 +117%
Principal Financial Group
81
Principal Financial Group
Iowa
$176M -$28M -323,347 -14%
BJ
82
BlackRock Japan
Japan
$175M -$2.88M -33,204 -2%
JFL
83
Jarislowsky, Fraser Ltd
Quebec, Canada
$174M -$4.74M -54,795 -3%
ClearBridge Investments
84
ClearBridge Investments
New York
$172M +$5.64M +65,109 +3%
Barclays
85
Barclays
United Kingdom
$170M +$5.28M +61,347 +3%
TBC
86
Tweedy, Browne Co
Connecticut
$165M – – –
US Bancorp
87
US Bancorp
Minnesota
$162M -$7.28M -84,037 -4%
NFA
88
Nationwide Fund Advisors
Ohio
$160M +$6.62M +76,421 +4%
HCM
89
Herndon Capital Management
Georgia
$157M +$15.3M +177,173 +11%
APG Asset Management
90
APG Asset Management
Netherlands
$157M -$57.8M -667,107 -27%
SCCM
91
Schafer Cullen Capital Management
New York
$153M +$4.25M +49,102 +3%
Swiss National Bank
92
Swiss National Bank
Switzerland
$153M +$1.52M +17,500 +1%
EIP
93
Epoch Investment Partners
New York
$153M +$11.8M +136,636 +8%
AAMU
94
Amundi Asset Management US
Massachusetts
$153M +$5.91M +68,292 +4%
D.E. Shaw & Co
95
D.E. Shaw & Co
New York
$152M -$76.8M -886,860 -34%
State of Wisconsin Investment Board
96
State of Wisconsin Investment Board
Wisconsin
$149M -$7.47M -86,230 -5%
BlackRock
97
BlackRock
New York
$148M -$22.9M -264,914 -13%
ESG
98
Emerging Sovereign Group
New York
$144M +$3.39M +39,100 +2%
SOMRS
99
State of Michigan Retirement System
Michigan
$142M +$6.96M +80,389 +5%
Dimensional Fund Advisors
100
Dimensional Fund Advisors
Texas
$138M +$2.43M +28,015 +2%
2 3
4
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