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Philip Morris
PM

Overview Fund Activity

1,398 hedge funds and large institutions have $81B invested in Philip Morris in 2015 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 524 increasing their positions, 585 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,398
Holders Change
-32
Holders Change %
-2.24%
% of All Funds
37.29%
Holding in Top 10
58
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.94%
% of All Funds
1.55%
New
81
Increased
524
Reduced
585
Closed
95
Calls
$287M
Puts
$388M
Net Calls
-$100M
Net Calls Change
-$97.3M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$6.34B
2
CRC
2
Cedar Rock Capital
United Kingdom
$906M
3
Capital International Investors
3
Capital International Investors
California
$762M
4
Ameriprise
4
Ameriprise
Minnesota
$1.17B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.68B

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.14B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$6.2B
3
State Street
3
State Street
Massachusetts
$4.35B
4
Morgan Stanley
4
Morgan Stanley
New York
$1.23B
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$337M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.68B +$201M +2,664,434 +3%
Capital World Investors
2
Capital World Investors
California
$6.34B +$1.59B +21,115,000 +33%
Capital Research Global Investors
3
Capital Research Global Investors
California
$6.2B -$463M -6,139,845 -7%
State Street
4
State Street
Massachusetts
$4.35B -$311M -4,132,099 -7%
BIT
5
BlackRock Institutional Trust
California
$3.01B +$3.83M +50,793 +0.1%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$2.28B -$31.7M -420,285 -1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.94B -$74.4M -987,635 -4%
BFA
8
BlackRock Fund Advisors
California
$1.81B +$56.8M +753,860 +3%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.75B -$19M -251,694 -1%
Northern Trust
10
Northern Trust
Illinois
$1.43B -$43.4M -575,838 -3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$1.38B -$55M -729,814 -4%
Fayez Sarofim & Co
12
Fayez Sarofim & Co
Texas
$1.37B -$16.2M -215,486 -1%
Morgan Stanley
13
Morgan Stanley
New York
$1.23B -$219M -2,904,489 -15%
Ameriprise
14
Ameriprise
Minnesota
$1.17B +$229M +3,037,204 +24%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$1.15B -$118M -1,570,154 -9%
Grantham, Mayo, Van Otterloo & Co (GMO)
16
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.14B -$628M -8,334,015 -36%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$1.05B -$129M -1,719,050 -11%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$918M +$24.3M +322,742 +3%
CRC
19
Cedar Rock Capital
United Kingdom
$906M +$480M +6,371,171 +113%
Bank of America
20
Bank of America
North Carolina
$890M +$111M +1,467,509 +14%
AAM
21
Aberdeen Asset Management
United Kingdom
$889M -$142M -1,880,087 -14%
BG
22
BlackRock Group
United Kingdom
$873M +$43.1M +571,616 +5%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$804M -$53.1M -704,409 -6%
Capital International Investors
24
Capital International Investors
California
$762M +$404M +5,361,731 +113%
GRQ
25
Gardner Russo & Quinn
Pennsylvania
$760M +$16.6M +219,779 +2%
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