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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 %
CCMG
551
Clark Capital Management Group
Pennsylvania
$3.74M -$1.7M -20,770 -31%
SI
552
Scout Investments
Missouri
$3.73M +$284K +3,465 +8%
AssetMark Inc
553
AssetMark Inc
California
$3.71M -$161K -1,969 -4%
FHA
554
First Horizon Advisors
Tennessee
$3.68M +$963K +11,756 +35%
Daiwa Securities Group
555
Daiwa Securities Group
Japan
$3.67M -$229K -2,800 -6%
Boston Partners
556
Boston Partners
Massachusetts
$3.67M -$10.2M -124,987 -74%
BONST
557
Bank of Nova Scotia Trust
Ontario, Canada
$3.66M +$81.2K +992 +2%
PA
558
Profund Advisors
Maryland
$3.63M -$166K -2,023 -4%
AT
559
Arden Trust
Delaware
$3.63M -$616K -7,529 -15%
BPBT
560
Boston Private Bank & Trust
Massachusetts
$3.61M -$61.5K -751 -2%
RJFSA
561
Raymond James Financial Services Advisors
Florida
$3.61M +$39.6K +484 +1%
EWM
562
Evercore Wealth Management
New York
$3.61M -$3.79M -46,304 -51%
FB
563
Fulton Bank
Pennsylvania
$3.6M +$1.56M +19,075 +77%
FA
564
FDx Advisors
Illinois
$3.55M +$617K +7,531 +21%
PCA
565
Private Capital Advisors
Connecticut
$3.55M -$18.8K -230 -0.5%
BAC
566
Boys Arnold & Co
North Carolina
$3.51M -$47.1K -575 -1%
MFS
567
MSI Financial Services
Massachusetts
$3.47M -$543K -6,633 -14%
CIC
568
Carnegie Investment Counsel
Ohio
$3.44M +$229K +2,796 +7%
EFS
569
Essex Financial Services
Connecticut
$3.43M +$96.5K +1,179 +3%
SCA
570
Salient Capital Advisors
Texas
$3.43M +$845K +10,323 +33%
PAM
571
Paradigm Asset Management
New York
$3.42M +$712K +8,700 +26%
CCM
572
Covington Capital Management
California
$3.4M -$255K -3,110 -7%
WIM
573
Waverton Investment Management
United Kingdom
$3.4M -$390K -4,764 -10%
CIBC World Market
574
CIBC World Market
Ontario, Canada
$3.39M -$86.2K -1,053 -2%
WF
575
WealthTrust Fairport
Ohio
$3.39M -$3.28K -40 -0.1%
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