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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 %
RW
526
Rand Wealth
Maryland
$4.04M +$1.03M +12,350 +34%
EWM
527
Evercore Wealth Management
New York
$4.03M +$69K +827 +2%
ARMC
528
American Research & Management Company
Massachusetts
$4M -$14.6K -175 -0.4%
CP
529
Cumberland Partners
Ontario, Canada
$4M -$554K -6,640 -12%
WB
530
WesBanco Bank
West Virginia
$3.95M -$80.8K -969 -2%
AMCA
531
Arthur M. Cohen & Associates
Illinois
$3.88M +$3.88M +34,931 New
CL
532
Croft-Leominster
Maryland
$3.85M -$6.26M -75,107 -62%
SI
533
Scout Investments
Missouri
$3.83M -$504K -6,038 -12%
IAA
534
Ironsides Asset Advisors
North Carolina
$3.82M -$31.6K -379 -0.8%
TH
535
Timber Hill
Connecticut
$3.81M +$2.87M +34,456 +306%
RJFSA
536
Raymond James Financial Services Advisors
Florida
$3.78M -$46K -552 -1%
PJSIMP
537
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.77M -$1.03M -12,323 -21%
HA
538
Halsey Associates
Connecticut
$3.75M -$329K -3,949 -8%
BPGAM
539
BTG Pactual Global Asset Management
Bermuda
$3.74M +$2.94M +35,240 +367%
HT
540
HAP Trading
New York
$3.71M -$248K -2,978 -6%
KFS
541
KMS Financial Services
Washington
$3.68M -$139K -1,670 -4%
BONST
542
Bank of Nova Scotia Trust
Ontario, Canada
$3.67M -$2.42K -29 -0.1%
OA
543
OFI Advisors
Pennsylvania
$3.67M +$492K +5,898 +16%
MCC
544
Mid Continent Capital
Illinois
$3.63M -$418K -5,012 -10%
FA
545
FMA Advisory
Pennsylvania
$3.62M -$117K -1,398 -3%
AB
546
Amalgamated Bank
New York
$3.62M +$151K +1,808 +4%
AT
547
Arden Trust
Delaware
$3.61M -$45.9K -550 -1%
PCA
548
Private Capital Advisors
Connecticut
$3.61M -$10.4K -125 -0.3%
I
549
IberiaBank
Louisiana
$3.6M +$191K +2,296 +6%
WF
550
WealthTrust Fairport
Ohio
$3.6M +$145K +1,737 +4%
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