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Philip Morris
PM

Overview Fund Activity

1,650 hedge funds and large institutions have $91.4B invested in Philip Morris in 2018 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 622 increasing their positions, 730 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,650
Holders Change
-98
Holders Change %
-5.61%
% of All Funds
37.83%
Holding in Top 10
43
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-33.85%
% of All Funds
0.99%
New
95
Increased
622
Reduced
730
Closed
173
Calls
$618M
Puts
$775M
Net Calls
-$157M
Net Calls Change
-$170M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$6B
2
First Eagle Investment Management
First Eagle Investment Management
New York
$454M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
$1.15B
4
Morgan Stanley
Morgan Stanley
New York
$1.84B
5
Invesco
Invesco
Georgia
$1.33B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.58B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.15B
3
Bank of America
Bank of America
North Carolina
$1.54B
4
Capital Research Global Investors
Capital Research Global Investors
California
$3.37B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.48B +$117M +1,443,813 +1%
BlackRock
2
BlackRock
New York
$7.41B -$93.4M -1,156,323 -1%
Capital World Investors
3
Capital World Investors
California
$6B +$1.83B +22,654,048 +44%
State Street
4
State Street
Massachusetts
$4.47B -$32.1M -397,671 -0.7%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.58B -$820M -10,158,458 -19%
Capital Research Global Investors
6
Capital Research Global Investors
California
$3.37B -$479M -5,934,093 -12%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$2.75B +$115M +1,421,021 +4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$2.26B +$48.7M +603,444 +2%
Morgan Stanley
9
Morgan Stanley
New York
$1.84B +$354M +4,386,487 +24%
Bank of America
10
Bank of America
North Carolina
$1.54B -$509M -6,305,867 -25%
Ameriprise
11
Ameriprise
Minnesota
$1.52B -$234M -2,893,664 -13%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.52B -$81M -1,003,527 -5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.42B +$21.4M +265,173 +2%
Northern Trust
14
Northern Trust
Illinois
$1.39B -$36.2M -448,637 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.38B +$21.7M +269,592 +2%
Invesco
16
Invesco
Georgia
$1.33B +$324M +4,009,807 +32%
Fayez Sarofim & Co
17
Fayez Sarofim & Co
Texas
$1.22B -$9.98M -123,667 -0.8%
Flossbach Von Storch
18
Flossbach Von Storch
Germany
$1.15B +$373M +4,618,289 +48%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$1.15B -$609M -7,544,626 -35%
Barrow, Hanley, Mewhinney & Strauss
20
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.14B -$59.4M -735,076 -5%
Fundsmith LLP
21
Fundsmith LLP
United Kingdom
$846M +$126M +1,566,361 +18%
FEF
22
Fundsmith Equity Fund
Connecticut
$846M +$846M +10,475,148 New
GRQ
23
Gardner Russo & Quinn
Pennsylvania
$839M +$1.38M +17,119 +0.2%
Federated Hermes
24
Federated Hermes
Pennsylvania
$757M +$83.3M +1,032,255 +12%
Deutsche Bank
25
Deutsche Bank
Germany
$713M -$69.9M -865,686 -9%
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