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Philip Morris
PM

Overview Fund Activity

1,382 hedge funds and large institutions have $89.1B invested in Philip Morris in 2014 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 502 increasing their positions, 608 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,382
Holders Change
-18
Holders Change %
-1.29%
% of All Funds
39.94%
Holding in Top 10
74
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-18.68%
% of All Funds
2.14%
New
82
Increased
502
Reduced
608
Closed
87
Calls
$611M
Puts
$633M
Net Calls
-$22.5M
Net Calls Change
+$35.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$817M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$261M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$227M
4
WRF
Waddell & Reed Financial
Kansas
+$198M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$192M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$602M
2
State Street
State Street
Massachusetts
-$399M
3
MC
Montag & Caldwell
Georgia
-$232M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$201M
5
BA
BlackRock Advisors
Delaware
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
76
Schroder Investment Management Group
United Kingdom
$169M -$23.7M -289,845 -12%
Principal Financial Group
77
Principal Financial Group
Iowa
$168M -$4.15M -50,655 -2%
SO
78
STRS Ohio
Ohio
$164M -$1.24M -15,200 -0.8%
MG
79
Meritage Group
California
$161M -$71.3M -871,135 -31%
SB
80
Suntrust Banks
Georgia
$158M -$7.91M -96,609 -5%
TBC
81
Tweedy, Browne Co
Connecticut
$157M +$508K +6,200 +0.3%
EIP
82
Epoch Investment Partners
New York
$153M +$5.62M +68,663 +4%
BJ
83
BlackRock Japan
Japan
$150M -$5.77M -70,419 -4%
IGIM
84
I.G. Investment Management
Manitoba, Canada
$149M -$9.67M -118,089 -6%
JFL
85
Jarislowsky, Fraser Ltd
Quebec, Canada
$149M -$12.2M -149,431 -8%
NFA
86
Nationwide Fund Advisors
Ohio
$147M -$3.33M -40,684 -2%
BlackRock
87
BlackRock
New York
$145M -$4.75M -58,048 -3%
US Bancorp
88
US Bancorp
Minnesota
$141M -$5.31M -64,874 -4%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$134M +$358K +4,370 +0.3%
Allianz Asset Management
90
Allianz Asset Management
Germany
$134M -$20.8M -254,389 -13%
HCM
91
Herndon Capital Management
Georgia
$133M -$1.91M -23,271 -1%
USAA
92
United Services Automobile Association
Texas
$132M +$7.02M +85,756 +6%
Dimensional Fund Advisors
93
Dimensional Fund Advisors
Texas
$130M +$675K +8,252 +0.5%
ClearBridge Investments
94
ClearBridge Investments
New York
$130M -$10.2M -124,267 -7%
Barclays
95
Barclays
United Kingdom
$128M -$45.6M -563,457 -26%
Swiss National Bank
96
Swiss National Bank
Switzerland
$127M -$14.1M -171,800 -10%
TIM
97
Thornburg Investment Management
New Mexico
$124M – – –
SG Americas Securities
98
SG Americas Securities
New York
$124M +$82.7M +1,009,948 +202%
SBAM
99
Santa Barbara Asset Management
California
$118M -$2.15M -26,315 -2%
TA
100
Teachers Advisors
New York
$117M -$913K -11,155 -0.8%
2 3
4
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