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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 %
PAG
476
Private Advisor Group
New Jersey
$5.49M +$1.34M +16,354 +32%
AIP
477
Ameritas Investment Partners
Nebraska
$5.35M -$833K -10,172 -13%
GA
478
Geneva Advisors
Illinois
$5.32M -$24.1M -294,052 -82%
FMLI
479
Fukoku Mutual Life Insurance
Japan
$5.31M -$2.98M -36,400 -36%
WIC
480
Willis Investment Counsel
Georgia
$5.29M – – –
HWA
481
Heritage Wealth Advisors
Virginia
$5.29M +$867K +10,590 +20%
CIBC Private Wealth Group
482
CIBC Private Wealth Group
Georgia
$5.26M +$5.26M +63,824 New
JWBC
483
J.W. Burns & Co
New York
$5.09M -$89.2K -1,089 -2%
Toronto Dominion Bank
484
Toronto Dominion Bank
Ontario, Canada
$5.07M -$142K -1,698 -3%
FT
485
Fiduciary Trust
Massachusetts
$5.04M -$373K -4,551 -7%
CIC
486
Crawford Investment Counsel
Georgia
$5.02M +$692K +8,450 +16%
FIB
487
First Interstate Bank
Montana
$4.97M +$82 +1 +0%
ANBT
488
American National Bank & Trust
Texas
$4.97M +$16K +195 +0.3%
PJSIMP
489
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.96M -$190K -2,317 -4%
M
490
MOTCO
Texas
$4.94M -$21.7K -265 -0.4%
WTC
491
WhitTier Trust Company
Nevada
$4.94M +$54.4K +664 +1%
VCAM
492
Valentine Capital Asset Management
California
$4.94M -$84.3K -1,030 -2%
NSEDCP
493
NJ State Employees Deferred Compensation Plan
New Jersey
$4.91M – – –
NB
494
NBT Bank
New York
$4.89M -$323K -3,940 -6%
MYAM
495
Meiji Yasuda Asset Management
Japan
$4.89M -$642K -7,845 -12%
RJT
496
Raymond James Trust
Florida
$4.82M +$579K +7,071 +14%
PL
497
Parkwood LLC
Ohio
$4.82M +$875K +10,693 +22%
HAI
498
Hennessy Advisors Inc
California
$4.79M +$2.45M +29,900 +105%
BG
499
Bollard Group
Massachusetts
$4.77M +$120K +1,461 +3%
Envestnet Asset Management
500
Envestnet Asset Management
Illinois
$4.74M -$84.2K -1,029 -2%
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