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Philip Morris
PM

Overview Fund Activity

1,637 hedge funds and large institutions have $131B invested in Philip Morris in 2017 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 530 increasing their positions, 732 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,637
Holders Change
+27
Holders Change %
+1.68%
% of All Funds
40.87%
Holding in Top 10
104
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.89%
% of All Funds
2.6%
New
98
Increased
530
Reduced
732
Closed
56
Calls
$656M
Puts
$884M
Net Calls
-$228M
Net Calls Change
+$16.1M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.1B
2
BlackRock
2
BlackRock
New York
$10.8B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.46B
4
Morgan Stanley
4
Morgan Stanley
New York
$2.32B
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$686M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$6.8B
2
Capital World Investors
2
Capital World Investors
California
$7.45B
3
Bank of America
3
Bank of America
North Carolina
$3.09B
4
Franklin Resources
4
Franklin Resources
California
$794M
5
AL
5
AJO LP
Pennsylvania
$97.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.1B +$349M +2,972,929 +3%
BlackRock
2
BlackRock
New York
$10.8B +$284M +2,421,533 +3%
Capital World Investors
3
Capital World Investors
California
$7.45B -$350M -2,983,366 -4%
State Street
4
State Street
Massachusetts
$6.95B -$84M -715,119 -1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$6.9B +$246M +2,097,510 +4%
Capital Research Global Investors
6
Capital Research Global Investors
California
$6.8B -$1.38B -11,723,799 -17%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$3.68B -$47.4M -403,239 -1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$3.13B -$23.3M -198,316 -0.7%
Bank of America
9
Bank of America
North Carolina
$3.09B -$276M -2,346,485 -8%
Ameriprise
10
Ameriprise
Minnesota
$2.56B -$30.3M -258,058 -1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$2.46B +$274M +2,330,864 +13%
Morgan Stanley
12
Morgan Stanley
New York
$2.32B +$254M +2,162,754 +12%
Northern Trust
13
Northern Trust
Illinois
$2.11B -$39.2M -334,057 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.07B -$77.2M -657,069 -4%
Barrow, Hanley, Mewhinney & Strauss
15
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.04B -$32.6M -277,394 -2%
Fayez Sarofim & Co
16
Fayez Sarofim & Co
Texas
$1.85B -$20.6M -175,728 -1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.78B +$24.4M +208,484 +1%
Capital International Investors
18
Capital International Investors
California
$1.48B +$898K +7,646 +0.1%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$1.48B +$198M +1,689,943 +15%
Invesco
20
Invesco
Georgia
$1.34B +$25.9M +220,243 +2%
CRC
21
Cedar Rock Capital
United Kingdom
$1.31B -$18M -153,659 -1%
GRQ
22
Gardner Russo & Quinn
Pennsylvania
$1.2B -$14.6M -124,523 -1%
Deutsche Bank
23
Deutsche Bank
Germany
$1.05B +$28.5M +242,962 +3%
Federated Hermes
24
Federated Hermes
Pennsylvania
$1.02B -$116M -985,676 -10%
Wells Fargo
25
Wells Fargo
California
$876M -$89.3M -760,660 -9%
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