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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 %
Jacobs Levy Equity Management
376
Jacobs Levy Equity Management
New Jersey
$9.5M -$5.23M -63,930 -36%
TMAM
377
Tokio Marine Asset Management
Japan
$9.47M -$1.69M -20,644 -15%
MBTD
378
Mechanics Bank - Trust Department
California
$9.4M +$33.7K +412 +0.4%
MG
379
Markel Group
Virginia
$9.37M – – –
Zurich Cantonal Bank
380
Zurich Cantonal Bank
Switzerland
$9.37M -$1.83M -22,342 -16%
First Trust Advisors
381
First Trust Advisors
Illinois
$9.36M +$612K +7,478 +7%
FQ
382
First Quadrant
California
$9.35M -$529K -6,465 -5%
MI
383
Markston International
New York
$9.29M +$4.44M +54,245 +92%
TSW
384
Thompson Siegel & Walmsley
Virginia
$9.17M -$70.7K -863 -0.8%
Creative Planning
385
Creative Planning
Kansas
$9.1M +$117K +1,435 +1%
SIM
386
Sentry Investment Management
Wisconsin
$9.06M +$1.32M +16,100 +17%
GF
387
Gabelli Funds
New York
$8.94M – – –
BOTW
388
Bank of the West
California
$8.93M +$63.4K +774 +0.7%
SIC
389
Salem Investment Counselors
North Carolina
$8.93M +$194K +2,375 +2%
HPC
390
HM Payson & Co
Maine
$8.67M -$340K -4,150 -4%
PCM
391
Palisade Capital Management
New Jersey
$8.55M -$1.63M -19,891 -16%
CPIM
392
Columbia Partners Investment Management
Virginia
$8.54M -$281K -3,436 -3%
RCYC
393
Richard C. Young & Co
Rhode Island
$8.43M +$1.2M +14,695 +17%
EGA
394
Eagle Global Advisors
Texas
$8.39M -$134K -1,641 -2%
LTI
395
Laffer Tengler Investments
Tennessee
$8.33M +$560K +6,841 +7%
RCG
396
Ruane, Cunniff & Goldfarb
New York
$8.32M +$19.6K +240 +0.2%
CAM
397
Centre Asset Management
New York
$8.27M +$3.09M +37,740 +60%
TWI
398
Thomas White International
Illinois
$8.26M -$4.24M -51,812 -34%
PG
399
PEAK6 Group
Illinois
$8.24M +$866K +10,574 +12%
TAM
400
Taurus Asset Management
New York
$8.16M +$5.24K +64 +0.1%
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