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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 %
NSAM
401
North Star Asset Management
Wisconsin
$8.13M -$243K -2,964 -3%
BIC
402
Bridges Investment Counsel
Nebraska
$8.11M +$23.7K +290 +0.3%
SLI
403
Sumitomo Life Insurance
Japan
$8.1M -$684K -8,358 -8%
VWM
404
Valley Wealth Managers
New Jersey
$8.04M +$329K +4,018 +4%
LCM
405
LVM Capital Management
Michigan
$8.04M +$2.28M +27,800 +40%
BP
406
Banyan Partners
Florida
$8.02M -$1.91M -23,312 -19%
SI
407
Stephens Inc
Arkansas
$7.79M +$2.53M +30,933 +48%
CCG
408
Cypress Capital Group
Florida
$7.68M -$347K -4,237 -4%
CRC
409
Curi RMB Capital
Illinois
$7.67M -$701K -8,561 -8%
HCM
410
Hollencrest Capital Management
California
$7.63M +$115K +1,401 +2%
1IC
411
1919 Investment Counsel
Maryland
$7.57M -$454K -5,543 -6%
JFGIW
412
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.56M +$17.4K +212 +0.2%
KCMRT
413
Kemper Corp Master Retirement Trust
Illinois
$7.54M – – –
CLOS
414
Compagnie Lombard Odier SCmA
Switzerland
$7.54M -$4.53M -55,363 -38%
AI
415
Ariel Investments
Illinois
$7.54M +$419K +5,113 +6%
KFC
416
Klingenstein Fields & Co
New York
$7.5M -$152K -1,857 -2%
RFA
417
Reilly Financial Advisors
California
$7.48M +$518K +6,322 +7%
LI
418
LMCG Investments
Massachusetts
$7.38M -$134K -1,633 -2%
BC
419
Brookfield Corp
Ontario, Canada
$7.38M – – –
SF
420
Synovus Financial
Georgia
$7.38M -$851K -10,414 -10%
TAM
421
Tocqueville Asset Management
New York
$7.35M -$1.12M -13,690 -13%
RIG
422
Roosevelt Investment Group
New York
$7.24M -$160K -1,960 -2%
AP
423
Archon Partners
New Jersey
$7.21M +$737K +9,000 +11%
FLII
424
First Long Island Investors
New York
$7.2M +$1.41M +17,220 +24%
CIA
425
Covington Investment Advisors
Pennsylvania
$7.17M -$690K -8,425 -9%
15 16
17
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