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Philip Morris
PM

Overview Fund Activity

1,430 hedge funds and large institutions have $99.7B invested in Philip Morris in 2014 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 536 increasing their positions, 532 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,430
Holders Change
+69
Holders Change %
+5.07%
% of All Funds
38.16%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
1.68%
New
149
Increased
536
Reduced
532
Closed
64
Calls
$538M
Puts
$541M
Net Calls
-$2.97M
Net Calls Change
+$50.4M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$5.14B
2
Invesco
2
Invesco
Georgia
$689M
3
State Street
3
State Street
Massachusetts
$5.04B
4
CRC
4
Cedar Rock Capital
United Kingdom
$460M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.01B

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$66.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.28B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$927M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$7.2B
5
ACM
5
Americafirst Capital Management
California
$501M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTI
1
Laffer Tengler Investments
Tennessee
$11.2B -$10.8M -129,825 Closed
Capital Research Global Investors
2
Capital Research Global Investors
California
$7.2B -$311M -3,819,427 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.01B +$197M +2,417,781 +3%
Capital World Investors
4
Capital World Investors
California
$5.14B +$415M +5,090,000 +9%
State Street
5
State Street
Massachusetts
$5.04B +$261M +3,206,665 +5%
BIT
6
BlackRock Institutional Trust
California
$3.25B +$1.3M +15,908 +0%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$2.5B -$93.5M -1,148,260 -4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$2.18B -$141M -1,733,546 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
9
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.91B -$19.3M -237,538 -1%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.91B +$23.6M +289,564 +1%
BFA
11
BlackRock Fund Advisors
California
$1.9B +$152M +1,870,324 +9%
Northern Trust
12
Northern Trust
Illinois
$1.6B +$331K +4,065 +0%
Morgan Stanley
13
Morgan Stanley
New York
$1.56B +$85.8M +1,053,820 +6%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$1.55B -$132M -1,618,204 -8%
Fayez Sarofim & Co
15
Fayez Sarofim & Co
Texas
$1.5B -$35M -429,956 -2%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$1.37B -$138M -1,690,959 -9%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$1.28B -$336M -4,130,300 -21%
AAM
18
Aberdeen Asset Management
United Kingdom
$1.11B -$57.6M -706,895 -5%
Ameriprise
19
Ameriprise
Minnesota
$1.02B -$113M -1,390,434 -10%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$966M +$27.7M +340,550 +3%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$927M -$327M -4,015,872 -26%
BG
22
BlackRock Group
United Kingdom
$897M +$48.1M +590,098 +6%
Bank of America
23
Bank of America
North Carolina
$842M -$162M -1,984,438 -16%
GRQ
24
Gardner Russo & Quinn
Pennsylvania
$804M -$30.8M -378,543 -4%
VAM
25
Vontobel Asset Management
New York
$779M -$11.8M -143,757 -1%
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