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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 %
SAM
351
Securian Asset Management
Minnesota
$11.6M -$112K -1,363 -1%
CL
352
Croft-Leominster
Maryland
$11.5M +$901K +11,005 +9%
AA
353
ALPS Advisors
Colorado
$11.4M +$1.8M +22,045 +19%
Hotchkis & Wiley Capital Management
354
Hotchkis & Wiley Capital Management
California
$11M +$10.7M +130,697 +3,172%
CAM
355
Coronation Asset Management
South Africa
$10.9M +$10.9M +132,800 New
KRS
356
Kentucky Retirement Systems
Kentucky
$10.8M -$71.8K -877 -0.7%
DADC
357
D.A. Davidson & Co
Montana
$10.7M -$1.62M -19,787 -13%
PA
358
Pinnacle Associates
New York
$10.6M +$1.89M +23,105 +22%
HC
359
Hawkins Capital
Texas
$10.6M – – –
BF
360
BOK Financial
Oklahoma
$10.5M +$608K +7,421 +6%
BPC
361
Banque Pictet & Cie
Switzerland
$10.4M -$28.6M -349,046 -73%
QI
362
Qualcomm Inc
California
$10.4M – – –
LSERS
363
Louisiana State Employees Retirement System
Louisiana
$10.3M -$270K -3,300 -3%
BC
364
Blackhill Capital
New Jersey
$10.3M -$544K -6,650 -5%
CI
365
Cincinnati Insurance
Ohio
$10.1M – – –
QBFM
366
QS Batterymarch Financial Management
New York
$10M -$88.9K -1,086 -0.9%
CII
367
Capital International Inc
California
$9.84M -$180K -2,200 -2%
K
368
Kemper
Illinois
$9.82M – – –
BMO
369
Beck Mack & Oliver
New York
$9.79M -$1.69M -20,618 -15%
AAM
370
AR Asset Management
California
$9.72M – – –
NG
371
NatWest Group
United Kingdom
$9.72M -$14.9M -181,892 -61%
CCA
372
Canyon Capital Advisors
Texas
$9.67M +$2.77M +33,800 +40%
HFS
373
HL Financial Services
Kentucky
$9.52M +$311K +3,799 +3%
PSUF
374
People's United Financial
Connecticut
$9.52M -$1.02M -12,404 -10%
GJIC
375
Gamble Jones Investment Counsel
California
$9.51M +$326K +3,977 +4%
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