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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 %
NIA
451
Northstar Investment Advisors
Colorado
$6.19M +$175K +2,135 +3%
CWP
452
Capital Wealth Planning
Florida
$6.15M +$6.15M +75,068 New
EWM
453
Edge Wealth Management
New York
$6.13M +$6.13M +74,920 New
HC
454
Hourglass Capital
Texas
$6.1M +$111K +1,350 +2%
WTB
455
Washington Trust Bank
Washington
$6.05M +$6.05M +73,871 New
FNBOO
456
First National Bank of Omaha
Nebraska
$6.04M -$60.3K -737 -1%
CONA
457
Capital One National Association
New York
$6.01M -$181K -2,214 -3%
CDH
458
Charles D. Hyman
$6.01M -$147K -1,800 -2%
BIM
459
Bridgecreek Investment Management
Oklahoma
$6.01M +$261K +3,187 +5%
KIC
460
Keating Investment Counselors
Florida
$6.01M +$442K +5,400 +8%
OPCM
461
Osborne Partners Capital Management
California
$5.95M – – –
TCM
462
Twin Capital Management
Pennsylvania
$5.95M -$78.6K -960 -1%
Cambridge Investment Research Advisors
463
Cambridge Investment Research Advisors
Iowa
$5.94M +$97.4K +1,190 +2%
GLRA
464
Gerald L. Ray & Associates
Texas
$5.93M +$38.9K +475 +0.7%
SCM
465
Summit Capital Management
Washington
$5.92M +$3.55M +43,350 +149%
UB
466
UMB Bank
Missouri
$5.87M -$734K -8,967 -11%
FNB
467
First Niagara Bank
New York
$5.77M -$4.01K -49 -0.1%
BFIM
468
Beese Fulmer Investment Management
Ohio
$5.69M +$110K +1,349 +2%
BFO
469
Boston Family Office
Massachusetts
$5.67M -$127K -1,550 -2%
PRA
470
Parametric Risk Advisors
Connecticut
$5.65M +$2.12M +25,926 +60%
SIRP
471
Shelter Insurance Retirement Plan
Missouri
$5.62M – – –
GMIM
472
General Motors Investment Management
New York
$5.58M -$640K -7,817 -10%
BIM
473
Bridges Investment Management
Nebraska
$5.55M +$791K +9,666 +17%
VCM
474
Violich Capital Management
California
$5.52M -$31.5K -385 -0.6%
TCT
475
TIAA CREF Trust
Missouri
$5.5M +$39.5K +482 +0.7%
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