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Philip Morris
PM

Overview Fund Activity

1,361 hedge funds and large institutions have $90.9B invested in Philip Morris in 2014 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 524 increasing their positions, 574 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,361
Holders Change
-21
Holders Change %
-1.52%
% of All Funds
39.52%
Holding in Top 10
60
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.45%
% of All Funds
1.74%
New
54
Increased
524
Reduced
574
Closed
65
Calls
$573M
Puts
$626M
Net Calls
-$53.4M
Net Calls Change
-$147M

Top Buyers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$321M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$252M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$93.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$76.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$76M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$181M
2
MG
Meritage Group
California
-$153M
3
Goldman Sachs
Goldman Sachs
New York
-$134M
4
DSA
Davis Selected Advisers
Arizona
-$106M
5
BA
BlackRock Advisors
Delaware
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
251
J.P. Morgan Private Wealth Advisors
California
$23.7M +$1.63M +19,521 +7%
PP
252
Prudential plc
United Kingdom
$23.4M -$1.08M -12,900 -4%
OTPPB
253
Ontario Teachers' Pension Plan Board
Ontario, Canada
$23.3M +$2.12M +25,454 +10%
ACM
254
Academy Capital Management
Texas
$23.3M +$200K +2,398 +0.9%
TAM
255
Todd Asset Management
Kentucky
$23.1M -$5.97M -71,533 -21%
MNA
256
Manning & Napier Advisors
New York
$23.1M -$1.24M -14,845 -5%
FFA
257
First Foundation Advisors
California
$22.8M +$899K +10,780 +4%
Baillie Gifford & Co
258
Baillie Gifford & Co
United Kingdom
$22.7M – – –
URS
259
Utah Retirement Systems
Utah
$22.7M -$50K -600 -0.2%
OPERF
260
Oregon Public Employees Retirement Fund
Oregon
$22.6M +$1.54M +18,500 +7%
ProShare Advisors
261
ProShare Advisors
Maryland
$22.5M +$1.14M +13,636 +5%
DCM
262
Dupont Capital Management
Delaware
$22M -$3.36M -40,300 -13%
ADEF
263
Adams Diversified Equity Fund
Maryland
$21.9M – – –
Asset Management One
264
Asset Management One
Japan
$21.6M +$384K +4,633 +2%
WPC
265
Waters Parkerson & Co
Louisiana
$21.5M +$504K +6,041 +2%
Mitsubishi UFJ Asset Management
266
Mitsubishi UFJ Asset Management
Japan
$21.3M -$4.56M -54,638 -18%
N
267
Natixis
France
$20.8M +$11.1M +133,334 +115%
PC
268
Polar Capital
United Kingdom
$20.6M -$9.64M -115,623 -32%
SCA
269
STALEY CAPITAL ADVISERS
Pennsylvania
$20.5M +$418K +5,006 +2%
JCM
270
Janney Capital Management
Pennsylvania
$20.4M +$830K +9,951 +4%
CI
271
Conning Inc
Connecticut
$20.3M +$1.79M +21,494 +10%
Lord, Abbett & Co
272
Lord, Abbett & Co
New Jersey
$20.3M +$581K +6,962 +3%
SCM
273
Symons Capital Management
Pennsylvania
$20.1M -$999K -11,978 -5%
William Blair & Company
274
William Blair & Company
Illinois
$19.9M -$814K -9,763 -4%
PI
275
Placemark Investments
Illinois
$19.9M +$910K +10,913 +5%
9 10
11
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