PM icon

Philip Morris
PM

Overview Fund Activity

1,509 hedge funds and large institutions have $107B invested in Philip Morris in 2016 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 547 increasing their positions, 615 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,509
Holders Change
+53
Holders Change %
+3.64%
% of All Funds
40.27%
Holding in Top 10
106
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+13.98%
% of All Funds
2.83%
New
121
Increased
547
Reduced
615
Closed
51
Calls
$550M
Puts
$445M
Net Calls
+$106M
Net Calls Change
+$96.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.8B
2
Vanguard Group
Vanguard Group
Pennsylvania
$9.5B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$483M
4
State Street
State Street
Massachusetts
$5.67B
5
Goldman Sachs
Goldman Sachs
New York
$438M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$804M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$2.22B
3
WRF
Waddell & Reed Financial
Kansas
$886M
4
IFP
Independent Franchise Partners
United Kingdom
$622M
5
BA
BlackRock Advisors
Delaware
$265M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.5B +$256M +2,613,146 +3%
Capital World Investors
2
Capital World Investors
California
$8.51B +$101M +1,032,023 +1%
Capital Research Global Investors
3
Capital Research Global Investors
California
$8.19B +$80.6M +821,405 +1%
State Street
4
State Street
Massachusetts
$5.67B +$179M +1,821,500 +3%
BIT
5
BlackRock Institutional Trust
California
$3.81B +$50.6M +515,624 +1%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$3.8B +$1.39B +14,147,729 +57%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$2.69B -$116M -1,181,813 -4%
BFA
8
BlackRock Fund Advisors
California
$2.35B -$89.1M -907,977 -4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.22B -$191M -1,944,463 -8%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.05B -$152M -1,553,511 -7%
Bank of America
11
Bank of America
North Carolina
$1.91B +$69.9M +712,792 +4%
Ameriprise
12
Ameriprise
Minnesota
$1.88B -$88.7M -903,438 -5%
Northern Trust
13
Northern Trust
Illinois
$1.73B +$36M +368,943 +2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$1.72B +$59.6M +607,727 +4%
Fayez Sarofim & Co
15
Fayez Sarofim & Co
Texas
$1.64B -$17.3M -176,183 -1%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$1.48B -$13.2M -134,197 -0.9%
Capital International Investors
17
Capital International Investors
California
$1.41B +$57.3M +584,275 +4%
Morgan Stanley
18
Morgan Stanley
New York
$1.24B -$43.9M -446,999 -3%
CRC
19
Cedar Rock Capital
United Kingdom
$1.17B -$33.2M -338,032 -3%
Invesco
20
Invesco
Georgia
$1.11B -$148M -1,512,657 -12%
BG
21
BlackRock Group
United Kingdom
$1.05B -$55.4M -564,310 -5%
GRQ
22
Gardner Russo & Quinn
Pennsylvania
$1.03B -$5.31M -54,098 -0.5%
Deutsche Bank
23
Deutsche Bank
Germany
$996M -$8.22M -83,768 -0.8%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$963M -$138M -1,407,369 -13%
VAM
25
Vontobel Asset Management
New York
$946M -$85M -853,340 -8%
1
2 3 4 5