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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 %
HPCM
601
High Pointe Capital Management
Illinois
$3.07M +$33.6K +410 +1%
CIM
602
Corda Investment Management
Texas
$3.02M +$78.9K +964 +3%
GIP
603
Granite Investment Partners
California
$3.01M -$4.5K -55 -0.1%
BSB
604
Bangor Savings Bank
Maine
$3.01M -$20.7K -253 -0.7%
MMG
605
Monetary Management Group
Missouri
$3M +$201K +2,450 +7%
LFR
606
Lehman Financial Resources
Pennsylvania
$3M +$20.5K +250 +0.7%
BFM
607
Boston Financial Management
Massachusetts
$2.98M +$126K +1,542 +4%
WFM
608
Wilmington Funds Management
Delaware
$2.95M -$529K -6,461 -15%
FCI
609
Financial Counselors Inc
Kansas
$2.89M +$417K +5,096 +17%
OA
610
OFI Advisors
Pennsylvania
$2.88M +$852K +10,405 +42%
RW
611
Rand Wealth
Maryland
$2.87M +$142K +1,729 +5%
BC
612
Bartlett & Co
Ohio
$2.87M -$90K -1,099 -3%
VV
613
Verity & Verity
South Carolina
$2.87M +$328K +4,008 +13%
SIG
614
Schooner Investment Group
Pennsylvania
$2.87M +$614K +7,500 +27%
OIM
615
Opus Investment Management
Massachusetts
$2.87M +$2.05M +25,000 +250%
VFP
616
Verus Financial Partners
Virginia
$2.86M -$40.7K -497 -1%
HSA
617
HBK Sorce Advisory
Pennsylvania
$2.82M +$46.3K +566 +2%
GGPS
618
Gary Goldberg Planning Services
New York
$2.82M +$1.75M +21,397 +165%
NCM
619
Narwhal Capital Management
Georgia
$2.81M -$81.9K -1,000 -3%
EHC
620
Everett Harris & Co
California
$2.8M – – –
SM
621
Stratton Management
Pennsylvania
$2.79M +$8.19K +100 +0.3%
SLF
622
Sun Life Financial
Ontario, Canada
$2.75M -$1.25M -15,313 -31%
ECM
623
Exchange Capital Management
Michigan
$2.75M +$140K +1,712 +5%
SGC
624
South Georgia Capital
Illinois
$2.74M -$3.6M -44,000 -57%
HK
625
Horizon Kinetics
New York
$2.72M -$10.1M -123,725 -79%
23 24
25
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