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Philip Morris
PM

Overview Fund Activity

1,361 hedge funds and large institutions have $90.9B invested in Philip Morris in 2014 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 524 increasing their positions, 574 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,361
Holders Change
-21
Holders Change %
-1.52%
% of All Funds
39.52%
Holding in Top 10
60
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.45%
% of All Funds
1.74%
New
54
Increased
524
Reduced
574
Closed
65
Calls
$573M
Puts
$626M
Net Calls
-$53.4M
Net Calls Change
-$147M

Top Buyers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.98B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.97B
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$646M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$93.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.28B

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$2.38B
2
MG
2
Meritage Group
California
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$283M
4
DSA
4
Davis Selected Advisers
Arizona
$82.7M
5
BA
5
BlackRock Advisors
Delaware
$344M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital Research Global Investors
1
Capital Research Global Investors
California
$7.7B -$5.62M -67,400 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.97B +$252M +3,019,132 +4%
State Street
3
State Street
Massachusetts
$4.89B +$38.3M +459,525 +0.8%
Capital World Investors
4
Capital World Investors
California
$4.84B -$2.92M -35,000 -0.1%
BIT
5
BlackRock Institutional Trust
California
$3.33B -$11.3M -135,382 -0.3%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$2.65B -$40.8M -488,636 -2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$2.38B -$181M -2,169,218 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
8
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.98B +$321M +3,847,600 +19%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.93B +$28.4M +340,560 +1%
BFA
10
BlackRock Fund Advisors
California
$1.79B +$55.9M +669,766 +3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$1.72B +$11.2M +134,722 +0.7%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$1.65B -$40.1M -480,787 -2%
Northern Trust
13
Northern Trust
Illinois
$1.63B -$56M -671,608 -3%
Fayez Sarofim & Co
14
Fayez Sarofim & Co
Texas
$1.57B -$15M -179,804 -0.9%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$1.55B -$39.2M -470,173 -2%
Morgan Stanley
16
Morgan Stanley
New York
$1.51B +$4.48M +53,665 +0.3%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$1.28B +$76M +910,965 +6%
AAM
18
Aberdeen Asset Management
United Kingdom
$1.2B +$17.3M +208,002 +1%
Ameriprise
19
Ameriprise
Minnesota
$1.16B -$104M -1,250,259 -8%
Bank of America
20
Bank of America
North Carolina
$1.03B -$51M -611,817 -5%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$961M -$16.7M -200,295 -2%
BG
22
BlackRock Group
United Kingdom
$869M +$6.05M +72,572 +0.7%
GRQ
23
Gardner Russo & Quinn
Pennsylvania
$855M +$2.36M +28,298 +0.3%
VAM
24
Vontobel Asset Management
New York
$815M +$40.8M +484,483 +5%
ACM
25
Americafirst Capital Management
California
$750M +$750M +8,989 New
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