PM icon

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
$4.63B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.3B
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.62B
4
WRF
Waddell & Reed Financial
Kansas
$1.11B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$192M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$7.39B
2
State Street
State Street
Massachusetts
$5.16B
3
MC
Montag & Caldwell
Georgia
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.79B
5
BA
BlackRock Advisors
Delaware
$423M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital Research Global Investors
1
Capital Research Global Investors
California
$7.39B -$602M -7,357,963 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.53B +$67.3M +822,337 +1%
State Street
3
State Street
Massachusetts
$5.16B -$399M -4,869,548 -7%
Capital World Investors
4
Capital World Investors
California
$4.63B +$817M +9,975,473 +21%
BIT
5
BlackRock Institutional Trust
California
$3.35B +$14M +171,398 +0.4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$2.59B +$31.4M +383,049 +1%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$2.58B +$28.5M +347,610 +1%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.85B +$58.2M +711,379 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.79B -$201M -2,456,272 -10%
BFA
10
BlackRock Fund Advisors
California
$1.71B +$1.09M +13,278 +0.1%
Northern Trust
11
Northern Trust
Illinois
$1.65B -$107M -1,305,185 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
12
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.62B +$227M +2,773,133 +16%
Fayez Sarofim & Co
13
Fayez Sarofim & Co
Texas
$1.58B -$15.3M -186,337 -1%
Morgan Stanley
14
Morgan Stanley
New York
$1.53B +$60.2M +735,756 +4%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$1.41B -$43.9M -536,485 -3%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$1.32B +$77.4M +944,938 +6%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$1.3B +$261M +3,183,543 +25%
Ameriprise
18
Ameriprise
Minnesota
$1.23B +$130M +1,592,254 +12%
AAM
19
Aberdeen Asset Management
United Kingdom
$1.15B -$37.6M -459,650 -3%
WRF
20
Waddell & Reed Financial
Kansas
$1.11B +$198M +2,420,124 +22%
Bank of America
21
Bank of America
North Carolina
$1.03B -$87.5M -1,068,239 -8%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$959M -$2.78M -33,973 -0.3%
Deutsche Bank
23
Deutsche Bank
Germany
$893M -$7.2M -87,990 -0.8%
GRQ
24
Gardner Russo & Quinn
Pennsylvania
$834M +$18M +219,930 +2%
BG
25
BlackRock Group
United Kingdom
$807M -$5.64M -68,876 -0.7%
1
2 3 4 5