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Philip Morris
PM

Overview Fund Activity

1,361 hedge funds and large institutions have $90.9B invested in Philip Morris in 2014 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 524 increasing their positions, 574 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,361
Holders Change
-21
Holders Change %
-1.52%
% of All Funds
39.52%
Holding in Top 10
60
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.45%
% of All Funds
1.74%
New
54
Increased
524
Reduced
574
Closed
65
Calls
$573M
Puts
$626M
Net Calls
-$53.4M
Net Calls Change
-$147M

Top Buyers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$321M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$252M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$93.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$76.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$76M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$181M
2
MG
Meritage Group
California
-$153M
3
Goldman Sachs
Goldman Sachs
New York
-$134M
4
DSA
Davis Selected Advisers
Arizona
-$106M
5
BA
BlackRock Advisors
Delaware
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIPS
501
Shelter Insurance Profit Sharing
Missouri
$4.46M – – –
1IA
502
1834 Investment Advisors
Wisconsin
$4.46M -$28.3K -339 -0.6%
Jones Financial Companies
503
Jones Financial Companies
Missouri
$4.45M -$77.4K -928 -2%
LIC
504
Lodestar Investment Counsel
Illinois
$4.45M +$71K +851 +2%
FNT
505
First National Trust
Pennsylvania
$4.45M +$348K +4,177 +8%
AP
506
AHL Partners
United Kingdom
$4.41M +$4.41M +52,897 New
ZCA
507
Zeke Capital Advisors
Pennsylvania
$4.4M – – –
CIA
508
Capital Investment Advisors
Georgia
$4.4M -$30.4K -364 -0.7%
PAM
509
Private Asset Management
California
$4.38M +$539K +6,460 +14%
FBT
510
First Bankers Trust
Kentucky
$4.38M -$80.1K -960 -2%
Mirae Asset Global Investments
511
Mirae Asset Global Investments
South Korea
$4.36M +$81.6K +979 +2%
PA
512
Profund Advisors
Maryland
$4.33M +$187K +2,238 +5%
PGFC
513
Peapack-Gladstone Financial Corp
New Jersey
$4.32M +$29.3K +351 +0.7%
ICOA
514
Investment Centers of America
North Dakota
$4.31M +$812K +9,727 +23%
SKP
515
Sanborn Kilcollin Partners
Illinois
$4.3M -$2.24M -26,838 -34%
CS
516
Cannell & Spears
New York
$4.28M +$4.67K +56 +0.1%
SIM
517
Sterling Investment Management
Arizona
$4.28M -$2.34K -28 -0.1%
HKIM
518
Hayek Kallen Investment Management
Alabama
$4.25M -$83.3K -999 -2%
PR
519
Payden & Rygel
California
$4.2M +$842K +10,100 +25%
AC
520
Alley Company
Illinois
$4.16M +$51K +611 +1%
WG
521
Winton Group
United Kingdom
$4.12M -$8.99M -107,840 -69%
GXMC
522
Global X Management Company
New York
$4.09M +$1.71M +20,474 +72%
MFS
523
MSI Financial Services
Massachusetts
$4.07M +$885K +10,616 +28%
CWP
524
Capital Wealth Planning
Florida
$4.06M -$2.26M -27,121 -36%
SCA
525
Salient Capital Advisors
Texas
$4.06M +$404K +4,841 +11%
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