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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 %
FHA
576
First Horizon Advisors
Tennessee
$3.18M -$28.1K -337 -0.9%
HB
577
Homrich & Berg
Georgia
$3.18M +$72.3K +867 +2%
BPBT
578
Boston Private Bank & Trust
Massachusetts
$3.18M -$272K -3,264 -8%
LBG
579
Lloyds Banking Group
United Kingdom
$3.18M +$55.4K +664 +2%
ASC
580
Atalanta Sosnoff Capital
New York
$3.12M -$6.25K -75 -0.2%
SYBT
581
Stock Yards Bank & Trust
Kentucky
$3.12M -$123K -1,481 -4%
OSNBOA
582
Old Second National Bank of Aurora
Illinois
$3.09M -$42.3K -507 -1%
FAAS
583
First Allied Advisory Services
California
$3.07M -$141K -1,687 -4%
VV
584
Verity & Verity
South Carolina
$3.07M +$12.2K +146 +0.4%
OIM
585
Opus Investment Management
Massachusetts
$3.04M – – –
ECM
586
Exchange Capital Management
Michigan
$3.04M +$98.8K +1,185 +3%
TG
587
TCW Group
California
$2.99M +$690K +8,272 +30%
CIM
588
Corda Investment Management
Texas
$2.95M -$1.33K -16 -0%
HSA
589
HBK Sorce Advisory
Pennsylvania
$2.95M +$45.6K +547 +2%
BSB
590
Bangor Savings Bank
Maine
$2.93M -$81.1K -973 -3%
LPT
591
Legacy Private Trust
Wisconsin
$2.9M -$911K -10,927 -24%
FCI
592
Financial Counselors Inc
Kansas
$2.9M -$91.9K -1,102 -3%
VFP
593
Verus Financial Partners
Virginia
$2.89M +$1.08K +13 +0%
QI
594
QS Investors
New York
$2.89M -$826K -9,900 -22%
NCM
595
Narwhal Capital Management
Georgia
$2.88M +$18.4K +220 +0.6%
GGPS
596
Gary Goldberg Planning Services
New York
$2.88M +$12K +144 +0.4%
RC
597
RegentAtlantic Capital
New Jersey
$2.86M +$193K +2,311 +7%
EHC
598
Everett Harris & Co
California
$2.86M – – –
BIA
599
Biondo Investment Advisors
Pennsylvania
$2.85M +$125K +1,501 +5%
TCOV
600
Trust Company of Vermont
Vermont
$2.85M +$269K +3,220 +10%
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