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Philip Morris
PM

Overview Fund Activity

1,398 hedge funds and large institutions have $81B invested in Philip Morris in 2015 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 524 increasing their positions, 585 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,398
Holders Change
-32
Holders Change %
-2.24%
% of All Funds
37.29%
Holding in Top 10
58
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.94%
% of All Funds
1.55%
New
81
Increased
524
Reduced
585
Closed
95
Calls
$287M
Puts
$388M
Net Calls
-$100M
Net Calls Change
-$97.3M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.59B
2
CRC
Cedar Rock Capital
United Kingdom
+$480M
3
Capital International Investors
Capital International Investors
California
+$404M
4
Ameriprise
Ameriprise
Minnesota
+$229M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$201M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$628M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$463M
3
State Street
State Street
Massachusetts
-$311M
4
Morgan Stanley
Morgan Stanley
New York
-$219M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTI
326
Laffer Tengler Investments
Tennessee
$10.7M +$10.7M +142,171 New
SIM
327
Sentry Investment Management
Wisconsin
$10.5M -$164K -2,171 -2%
UMA
328
USA Mutuals Advisors
Texas
$9.79M -$753K -10,000 -7%
HC
329
Hawkins Capital
Texas
$9.79M – – –
BF
330
BOK Financial
Oklahoma
$9.76M -$2.49M -33,012 -20%
CIC
331
Crawford Investment Counsel
Georgia
$9.76M +$590K +7,838 +6%
BOH
332
Bank of Hawaii
Hawaii
$9.76M -$76.2K -1,012 -0.8%
OC
333
Oppenheimer & Co
New York
$9.53M +$290K +3,848 +3%
CI
334
Cincinnati Insurance
Ohio
$9.34M – – –
Parallax Volatility Advisers
335
Parallax Volatility Advisers
California
$9.28M +$2.47M +32,796 +36%
ATN
336
AMF Tjänstepension
Sweden
$9.27M -$1.79M -23,800 -16%
SI
337
Stephens Inc
Arkansas
$9.19M -$154K -2,044 -2%
HFS
338
HL Financial Services
Kentucky
$9.08M -$489K -6,496 -5%
WIC
339
Willis Investment Counsel
Georgia
$8.99M +$874K +11,600 +11%
GJIC
340
Gamble Jones Investment Counsel
California
$8.95M -$255K -3,387 -3%
CIPU
341
Caledonia Investments plc (UK)
United Kingdom
$8.89M – – –
CTB
342
Country Trust Bank
Illinois
$8.84M -$33.5K -445 -0.4%
AAM
343
AR Asset Management
California
$8.72M -$90.4K -1,200 -1%
BC
344
Blackhill Capital
New Jersey
$8.67M +$40.7K +540 +0.5%
MG
345
Markel Group
Virginia
$8.63M – – –
BPC
346
Banque Pictet & Cie
Switzerland
$8.56M +$655K +8,696 +8%
MI
347
Markston International
New York
$8.55M +$32.6K +433 +0.4%
ACM
348
Aviance Capital Management
Florida
$8.53M -$15.8M -209,435 -65%
LSERS
349
Louisiana State Employees Retirement System
Louisiana
$8.4M -$407K -5,400 -5%
VWM
350
Valley Wealth Managers
New Jersey
$8.35M +$236K +3,130 +3%
12 13
14
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