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Philip Morris
PM

Overview Fund Activity

1,513 hedge funds and large institutions have $106B invested in Philip Morris in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 571 increasing their positions, 604 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,513
Holders Change
-17
Holders Change %
-1.11%
% of All Funds
40.43%
Holding in Top 10
88
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-21.43%
% of All Funds
2.35%
New
58
Increased
571
Reduced
604
Closed
58
Calls
$622M
Puts
$818M
Net Calls
-$196M
Net Calls Change
-$66.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.51B
2
Franklin Resources
2
Franklin Resources
California
$730M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.92B
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$230M
5
MC
5
Maverick Capital
Texas
$703M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$6.6B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.33B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$672M
4
Deutsche Bank
4
Deutsche Bank
Germany
$869M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$7.96B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.92B +$266M +2,733,484 +3%
Capital Research Global Investors
2
Capital Research Global Investors
California
$7.96B -$116M -1,197,920 -1%
Capital World Investors
3
Capital World Investors
California
$6.6B -$1.23B -12,694,471 -16%
State Street
4
State Street
Massachusetts
$5.64B +$58.8M +604,951 +1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$4.2B +$43.6M +448,142 +1%
BIT
6
BlackRock Institutional Trust
California
$3.83B +$15.9M +163,627 +0.4%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$2.74B +$27.6M +283,573 +1%
BFA
8
BlackRock Fund Advisors
California
$2.57B +$84.7M +871,161 +3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$2.51B +$1.11B +11,369,547 +79%
Bank of America
10
Bank of America
North Carolina
$2.38B +$96.3M +990,849 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.91B -$112M -1,149,725 -6%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.83B -$62.5M -643,357 -3%
Northern Trust
13
Northern Trust
Illinois
$1.75B +$14.2M +146,569 +0.8%
Ameriprise
14
Ameriprise
Minnesota
$1.72B -$10.6M -109,293 -0.6%
Fayez Sarofim & Co
15
Fayez Sarofim & Co
Texas
$1.62B -$20M -205,974 -1%
Capital International Investors
16
Capital International Investors
California
$1.39B +$2.28M +23,437 +0.2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$1.33B -$363M -3,737,968 -21%
Morgan Stanley
18
Morgan Stanley
New York
$1.32B +$40.8M +420,084 +3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.29B +$50.9M +524,728 +4%
Invesco
20
Invesco
Georgia
$1.17B +$60.7M +624,865 +5%
CRC
21
Cedar Rock Capital
United Kingdom
$1.16B +$1.37M +14,113 +0.1%
Federated Hermes
22
Federated Hermes
Pennsylvania
$1.05B +$93M +956,619 +10%
BG
23
BlackRock Group
United Kingdom
$1.05B +$12.7M +130,344 +1%
GRQ
24
Gardner Russo & Quinn
Pennsylvania
$1B -$17.2M -176,851 -2%
Deutsche Bank
25
Deutsche Bank
Germany
$869M -$160M -1,642,044 -16%
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