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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 %
WIC
376
Willis Investment Counsel
Georgia
$8.94M +$25K +300 +0.3%
SIC
377
Salem Investment Counselors
North Carolina
$8.92M +$736K +8,827 +9%
FQ
378
First Quadrant
California
$8.87M -$492K -5,900 -5%
RCYC
379
Richard C. Young & Co
Rhode Island
$8.86M +$24K +288 +0.3%
DSI
380
Daiwa SB Investments
Japan
$8.75M +$8.75M +104,900 New
VWM
381
Valley Wealth Managers
New Jersey
$8.62M +$271K +3,255 +3%
PCM
382
Palisade Capital Management
New Jersey
$8.58M -$272K -3,263 -3%
RFA
383
Reilly Financial Advisors
California
$8.39M +$463K +5,557 +6%
BPC
384
Banque Pictet & Cie
Switzerland
$8.34M +$265K +3,174 +3%
HPC
385
HM Payson & Co
Maine
$8.3M -$465K -5,573 -5%
TAM
386
Taurus Asset Management
New York
$8.27M – – –
CIBC Private Wealth Group
387
CIBC Private Wealth Group
Georgia
$8.15M +$1.97M +23,593 +32%
PAG
388
Private Advisor Group
New Jersey
$8.15M -$499K -5,989 -6%
HCM
389
Hollencrest Capital Management
California
$8.06M +$61.9K +742 +0.8%
FLII
390
First Long Island Investors
New York
$8.05M +$408K +4,895 +5%
BIC
391
Bridges Investment Counsel
Nebraska
$8.02M -$34.7K -416 -0.4%
LCM
392
LVM Capital Management
Michigan
$8.01M -$33.4K -400 -0.4%
NCCM
393
Nine Chapters Capital Management
New Jersey
$7.99M +$2.19M +26,300 +38%
RCG
394
Ruane, Cunniff & Goldfarb
New York
$7.94M – – –
NSAM
395
North Star Asset Management
Wisconsin
$7.92M -$56.2K -674 -0.7%
1IC
396
1919 Investment Counsel
Maryland
$7.82M +$301K +3,607 +4%
GC
397
Guardian Capital
Ontario, Canada
$7.81M +$1.4M +16,778 +22%
JFGIW
398
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.78M +$138K +1,650 +2%
SF
399
Synovus Financial
Georgia
$7.77M +$445K +5,338 +6%
KFC
400
Klingenstein Fields & Co
New York
$7.75M – – –
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