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Philip Morris
PM

Overview Fund Activity

1,382 hedge funds and large institutions have $89.1B invested in Philip Morris in 2014 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 502 increasing their positions, 608 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,382
Holders Change
-18
Holders Change %
-1.29%
% of All Funds
39.94%
Holding in Top 10
74
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-18.68%
% of All Funds
2.14%
New
82
Increased
502
Reduced
608
Closed
87
Calls
$611M
Puts
$633M
Net Calls
-$22.5M
Net Calls Change
+$35.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$817M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$261M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$227M
4
WRF
Waddell & Reed Financial
Kansas
+$198M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$192M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$602M
2
State Street
State Street
Massachusetts
-$399M
3
MC
Montag & Caldwell
Georgia
-$232M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$201M
5
BA
BlackRock Advisors
Delaware
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
301
TCTC Holdings
Texas
$15.9M +$1.29M +15,730 +9%
DekaBank Deutsche Girozentrale
302
DekaBank Deutsche Girozentrale
Germany
$15.8M -$3.11M -38,228 -16%
AIM
303
abrdn Investment Management
United Kingdom
$15.7M -$23.4M -285,618 -60%
Janney Montgomery Scott
304
Janney Montgomery Scott
Pennsylvania
$15.7M +$1.96M +23,957 +14%
AQR Capital Management
305
AQR Capital Management
Connecticut
$15.6M -$1.88M -23,010 -11%
HI
306
Honeywell International
North Carolina
$15.6M -$60.5M -739,500 -80%
Swedbank
307
Swedbank
Sweden
$15.4M +$15.4M +204,834 New
HNB
308
Huntington National Bank
Ohio
$15.3M +$981K +11,979 +7%
UOC
309
UBS O'Connor
Illinois
$15.2M -$56.5M -690,000 -79%
MOACM
310
Mutual of America Capital Management
New York
$15.2M -$1.17M -14,243 -7%
LCM
311
Logan Capital Management
Pennsylvania
$15.2M -$404K -4,936 -3%
CTC
312
Central Trust Company
Missouri
$15M -$151K -1,845 -1%
VDI
313
Vaughan David Investments
Illinois
$15M +$217K +2,655 +1%
TU
314
TDAM USA
Ontario, Canada
$15M -$9.41M -114,936 -39%
GKIM
315
GW&K Investment Management
Massachusetts
$14.9M -$3.42M -41,745 -19%
HTC
316
Haverford Trust Company
Pennsylvania
$14.9M -$1.18M -14,454 -7%
GG
317
Gofen & Glossberg
Illinois
$14.8M +$2.59M +32,054 +21%
UMA
318
USA Mutuals Advisors
Texas
$14.7M +$3.27M +40,000 +29%
Janus Henderson Group
319
Janus Henderson Group
United Kingdom
$14.7M +$3.46M +42,286 +31%
AAM
320
Auxier Asset Management
Oregon
$14.7M +$158K +1,935 +1%
WT
321
Whittier Trust
California
$14.7M -$157K -1,916 -1%
AL
322
AJO LP
Pennsylvania
$14.4M +$876K +10,700 +6%
CSIC
323
Clifford Swan Investment Counsel
California
$14.4M +$1.3M +15,842 +10%
GH
324
GAM Holding
Switzerland
$14.1M -$5.37M -65,570 -28%
UCFA
325
United Capital Financial Advisors
Texas
$14M +$6.36M +77,665 +83%
11 12
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