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Philip Morris
PM

Overview Fund Activity

1,398 hedge funds and large institutions have $81B invested in Philip Morris in 2015 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 524 increasing their positions, 585 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,398
Holders Change
-32
Holders Change %
-2.24%
% of All Funds
37.29%
Holding in Top 10
58
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.94%
% of All Funds
1.55%
New
81
Increased
524
Reduced
585
Closed
95
Calls
$287M
Puts
$388M
Net Calls
-$100M
Net Calls Change
-$97.3M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.59B
2
CRC
Cedar Rock Capital
United Kingdom
+$480M
3
Capital International Investors
Capital International Investors
California
+$404M
4
Ameriprise
Ameriprise
Minnesota
+$229M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$201M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$628M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$463M
3
State Street
State Street
Massachusetts
-$311M
4
Morgan Stanley
Morgan Stanley
New York
-$219M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
426
Douglass Winthrop Advisors
New York
$5.53M +$563K +7,469 +11%
FCBT
427
First Citizens Bank & Trust
North Carolina
$5.53M -$72.5K -962 -1%
KPCM
428
Kings Point Capital Management
New York
$5.52M +$268K +3,562 +5%
MPM
429
Meritage Portfolio Management
Kansas
$5.51M +$327K +4,335 +6%
BFIM
430
Beese Fulmer Investment Management
Ohio
$5.51M +$9.94K +132 +0.2%
OA
431
OFI Advisors
Pennsylvania
$5.49M +$1.11M +14,693 +25%
UBWV
432
United Bank (West Virginia)
West Virginia
$5.44M -$648K -8,608 -11%
MBTD
433
Mechanics Bank - Trust Department
California
$5.41M -$624K -8,278 -10%
CDH
434
Charles D. Hyman
$5.39M -$151K -2,000 -3%
KIC
435
Keating Investment Counselors
Florida
$5.37M +$188K +2,500 +4%
AC
436
Argentiere Capital
Switzerland
$5.31M +$5.31M +70,500 New
RJT
437
Raymond James Trust
Florida
$5.28M +$661K +8,779 +14%
GXMC
438
Global X Management Company
New York
$5.28M +$88.4K +1,174 +2%
DL
439
Delta Lloyd
Netherlands
$5.26M -$65.8K -874 -1%
BC
440
Brookfield Corp
Ontario, Canada
$5.22M – – –
PRA
441
Parametric Risk Advisors
Connecticut
$5.2M – – –
Toronto Dominion Bank
442
Toronto Dominion Bank
Ontario, Canada
$5.2M -$1.92M -25,425 -27%
SIRP
443
Shelter Insurance Retirement Plan
Missouri
$5.17M – – –
OPCM
444
Osborne Partners Capital Management
California
$5.16M -$55K -730 -1%
BFO
445
Boston Family Office
Massachusetts
$5.03M -$82.9K -1,100 -2%
RBA
446
Richard Bernstein Advisors
New York
$5.03M – – –
TCT
447
TIAA CREF Trust
Missouri
$5M +$105K +1,392 +2%
LSV Asset Management
448
LSV Asset Management
Illinois
$5M – – –
HWA
449
Heritage Wealth Advisors
Virginia
$4.89M -$88.9K -1,180 -2%
TAM
450
Trust Asset Management
Texas
$4.86M +$4.86M +64,500 New
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