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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 %
Capital Research Global Investors
1
Capital Research Global Investors
California
$8.85B -$32.2M -372,200 -0.4%
LTI
2
Laffer Tengler Investments
Tennessee
$7.02B -$8.13M -93,882 Closed
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.81B +$31.2M +360,464 +0.5%
State Street
4
State Street
Massachusetts
$5.79B -$270M -3,113,806 -4%
BIT
5
BlackRock Institutional Trust
California
$3.57B -$64.6M -746,034 -2%
Capital World Investors
6
Capital World Investors
California
$3.27B +$544M +6,285,000 +20%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$2.73B +$24.2M +278,914 +0.9%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$2.64B +$162M +1,865,819 +7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$2.03B -$214M -2,476,856 -10%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.87B +$16.4M +188,922 +0.9%
Northern Trust
11
Northern Trust
Illinois
$1.85B -$37.7M -435,300 -2%
SF
12
Sarofim Fayez
Texas
$1.73B +$1.73B +19,932,101 New
BFA
13
BlackRock Fund Advisors
California
$1.68B +$5.06M +58,470 +0.3%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$1.62B -$281M -3,248,117 -15%
Morgan Stanley
15
Morgan Stanley
New York
$1.53B -$51.2M -591,653 -3%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$1.51B -$128M -1,475,918 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
17
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.4B +$30.6M +353,042 +2%
AAM
18
Aberdeen Asset Management
United Kingdom
$1.28B +$164M +1,895,929 +15%
Ameriprise
19
Ameriprise
Minnesota
$1.26B -$57.9M -668,118 -4%
Bank of America
20
Bank of America
North Carolina
$1.14B +$11.7M +135,528 +1%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$1.09B +$55.1M +636,470 +5%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$994M +$18.3M +211,421 +2%
Deutsche Bank
23
Deutsche Bank
Germany
$969M +$48.2M +556,776 +5%
WRF
24
Waddell & Reed Financial
Kansas
$953M -$177M -2,045,244 -16%
BG
25
BlackRock Group
United Kingdom
$905M +$80.2M +926,265 +10%
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