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Philip Morris
PM

Overview Fund Activity

1,400 hedge funds and large institutions have $95.6B invested in Philip Morris in 2013 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 489 increasing their positions, 564 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,400
Holders Change
+93
Holders Change %
+7.12%
% of All Funds
40.66%
Holding in Top 10
91
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-10.78%
% of All Funds
2.64%
New
166
Increased
489
Reduced
564
Closed
58
Calls
$779M
Puts
$837M
Net Calls
-$58.3M
Net Calls Change
+$29.4M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$4.06B
2
Capital International Investors
2
Capital International Investors
California
$366M
3
AIG
3
American International Group
New York
$301M
4
BFA
4
BlackRock Fund Advisors
California
$1.82B
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$226M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$8.5B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$71M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.33B
5
American Century Companies
5
American Century Companies
Missouri
$426M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital Research Global Investors
1
Capital Research Global Investors
California
$8.5B -$401M -4,603,830 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.88B +$28.3M +325,075 +0.4%
State Street
3
State Street
Massachusetts
$5.91B +$84.6M +970,448 +1%
Capital World Investors
4
Capital World Investors
California
$4.06B +$772M +8,856,374 +23%
BIT
5
BlackRock Institutional Trust
California
$3.55B -$37.1M -426,237 -1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$2.73B -$17.8M -204,262 -0.6%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$2.72B +$62.7M +719,210 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$2.11B +$70.1M +804,026 +3%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.91B +$27.5M +316,110 +1%
Northern Trust
10
Northern Trust
Illinois
$1.87B +$7.94M +91,123 +0.4%
BFA
11
BlackRock Fund Advisors
California
$1.82B +$124M +1,428,235 +7%
Fayez Sarofim & Co
12
Fayez Sarofim & Co
Texas
$1.69B +$1.69B +19,441,921 New
Morgan Stanley
13
Morgan Stanley
New York
$1.57B +$25.5M +293,101 +2%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$1.55B -$84.4M -968,604 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
15
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.49B +$74.6M +855,976 +5%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$1.33B -$190M -2,175,841 -13%
AAM
17
Aberdeen Asset Management
United Kingdom
$1.25B -$21.6M -249,700 -2%
Bank of America
18
Bank of America
North Carolina
$1.19B +$38.8M +444,974 +3%
Ameriprise
19
Ameriprise
Minnesota
$1.17B -$99.3M -1,139,854 -8%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$1.11B +$11.7M +134,117 +1%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$1.02B +$23.2M +266,621 +2%
WRF
22
Waddell & Reed Financial
Kansas
$969M +$9.59M +110,069 +1%
Deutsche Bank
23
Deutsche Bank
Germany
$958M -$17.3M -198,098 -2%
GRQ
24
Gardner Russo & Quinn
Pennsylvania
$869M +$30.9M +354,368 +4%
BG
25
BlackRock Group
United Kingdom
$865M -$45.9M -526,573 -5%
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