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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 %
SFG
426
Sather Financial Group
Texas
$7.16M +$1.55M +18,910 +28%
VIM
427
Veritas Investment Management
United Kingdom
$7.15M +$225K +2,750 +3%
MCM
428
Monarch Capital Management
Indiana
$7.1M – – –
LTFS
429
Ladenburg Thalmann Financial Services
Florida
$7.06M +$251K +3,060 +4%
PDN
430
Pensionfund DSM Netherlands
Netherlands
$7.04M -$733K -8,948 -9%
SMI
431
Shelter Mutual Insurance
Missouri
$7.03M – – –
B
432
Barings
North Carolina
$6.94M -$319K -3,900 -4%
WCM
433
Windward Capital Management
California
$6.82M -$74.6K -911 -1%
CIPU
434
Caledonia Investments plc (UK)
United Kingdom
$6.8M – – –
NLI
435
Nippon Life Insurance
Japan
$6.74M -$203K -2,477 -3%
VC
436
V2 Capital
Illinois
$6.72M +$746K +9,107 +12%
JAM
437
Jupiter Asset Management
United Kingdom
$6.66M -$115K -1,402 -2%
CAN
438
Cetera Advisor Networks
California
$6.64M +$579K +7,103 +10%
LDB
439
Lee, Danner & Bass
Tennessee
$6.63M +$254K +3,098 +4%
GC
440
Guardian Capital
Ontario, Canada
$6.58M +$137K +1,678 +2%
DIA
441
Davidson Investment Advisors
Montana
$6.56M +$14.5K +177 +0.2%
NPF
442
Norris Perne & French
Michigan
$6.46M -$62.5K -763 -1%
SIP
443
Stoneridge Investment Partners
Pennsylvania
$6.45M +$2.48M +30,234 +62%
SIG
444
Sky Investment Group
Connecticut
$6.43M +$59.6K +728 +0.9%
BOH
445
Bank of Hawaii
Hawaii
$6.39M +$337K +4,121 +6%
PL
446
Perpetual Ltd
Australia
$6.38M +$2.59M +31,640 +68%
SKP
447
Sanborn Kilcollin Partners
Illinois
$6.36M +$309K +3,780 +5%
LMGAM
448
Liberty Mutual Group Asset Management
Massachusetts
$6.36M +$135K +1,649 +2%
DWA
449
Douglass Winthrop Advisors
New York
$6.29M +$637K +7,784 +11%
UBWV
450
United Bank (West Virginia)
West Virginia
$6.28M +$622K +7,593 +11%
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