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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 %
HCP
601
Holt Capital Partners
Texas
$2.82M +$2.75M +32,943 +3,993%
GIP
602
Granite Investment Partners
California
$2.78M – – –
AUB
603
Atlantic Union Bankshares
Virginia
$2.75M +$214K +2,563 +8%
HK
604
Horizon Kinetics
New York
$2.72M +$79.2K +950 +3%
PAI
605
Pittenger & Anderson Inc
Nebraska
$2.71M -$77.1K -925 -3%
CC
606
Cannell & Co
New York
$2.71M -$39.5K -474 -1%
BC
607
Bartlett & Co
Ohio
$2.71M -$209K -2,505 -7%
SC
608
Scotia Capital
Ontario, Canada
$2.7M +$35.9K +431 +1%
CC
609
ClearArc Capital
Ohio
$2.69M +$51.3K +615 +2%
VAM
610
Visionary Asset Management
Texas
$2.69M +$605K +7,255 +29%
HCMNY
611
Howard Capital Management (New York)
New York
$2.68M -$9.51K -114 -0.4%
NJBEST
612
New Jersey Better Educational Savings Trust
New Jersey
$2.67M – – –
CBN
613
Cadence Bank NA
Texas
$2.66M +$73.5K +881 +3%
SWITC
614
Stewart West Indies Trading Company
Colorado
$2.63M – – –
TCM
615
Tufton Capital Management
Maryland
$2.62M +$98K +1,175 +4%
DPIM
616
Duff & Phelps Investment Management
Illinois
$2.6M -$129K -1,550 -5%
SM
617
Stratton Management
Pennsylvania
$2.59M -$252K -3,025 -9%
ECM
618
ETrade Capital Management
Virginia
$2.58M +$52.4K +628 +2%
BT
619
Brandywine Trust
Delaware
$2.57M – – –
PP
620
PDT Partners
New York
$2.55M +$2.07M +24,785 +430%
TTWM
621
TCV Trust & Wealth Management
Virginia
$2.53M -$102K -1,217 -4%
RMAM
622
Raab & Moskowitz Asset Management
New Jersey
$2.53M – – –
KT
623
Kanaly Trust
Texas
$2.53M +$7.76K +93 +0.3%
CI
624
Constellation Investments
Ohio
$2.53M +$25K +300 +1%
WA
625
WFG Advisors
Texas
$2.49M -$6.59K -79 -0.3%
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