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Philip Morris
PM

Overview Fund Activity

1,398 hedge funds and large institutions have $81B invested in Philip Morris in 2015 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 524 increasing their positions, 585 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,398
Holders Change
-32
Holders Change %
-2.24%
% of All Funds
37.29%
Holding in Top 10
58
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.94%
% of All Funds
1.55%
New
81
Increased
524
Reduced
585
Closed
95
Calls
$287M
Puts
$388M
Net Calls
-$100M
Net Calls Change
-$97.3M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.59B
2
CRC
Cedar Rock Capital
United Kingdom
+$480M
3
Capital International Investors
Capital International Investors
California
+$404M
4
Ameriprise
Ameriprise
Minnesota
+$229M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$201M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$628M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$463M
3
State Street
State Street
Massachusetts
-$311M
4
Morgan Stanley
Morgan Stanley
New York
-$219M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
601
RegentAtlantic Capital
New Jersey
$2.53M -$10.8K -143 -0.4%
CWM
602
Concert Wealth Management
California
$2.5M +$161K +3,232 +7%
CPA
603
Capital Planning Advisors
California
$2.49M +$498K +6,604 +25%
ACM
604
Alethea Capital Management
Washington
$2.47M +$2.47M +32,819 New
CI
605
Constellation Investments
Ohio
$2.47M +$97.9K +1,300 +4%
PAM
606
PartnerRe Asset Management
Connecticut
$2.47M -$23.7K -314 -0.9%
RIA
607
Regal Investment Advisors
Michigan
$2.46M +$346K +4,591 +16%
MYLI
608
Meiji Yasuda Life Insurance
Japan
$2.45M -$488K -6,478 -17%
CBN
609
Cadence Bank NA
Texas
$2.45M +$75.7K +1,005 +3%
CC
610
Cannell & Co
New York
$2.45M -$3.77K -50 -0.2%
HCMNY
611
Howard Capital Management (New York)
New York
$2.42M – – –
HCP
612
Holt Capital Partners
Texas
$2.42M -$12.4K -165 -0.5%
Fiera Capital (Canada)
613
Fiera Capital (Canada)
Quebec, Canada
$2.41M -$118K -1,569 -5%
TCM
614
Tufton Capital Management
Maryland
$2.38M +$2.26K +30 +0.1%
SWITC
615
Stewart West Indies Trading Company
Colorado
$2.37M – – –
ACPU
616
Arrowgrass Capital Partners (US)
Delaware
$2.35M +$2.35M +31,218 New
LIM
617
Leavell Investment Management
Alabama
$2.34M -$11.2K -148 -0.5%
BL
618
BCWM LLC
Kansas
$2.33M -$246K -326 -10%
BT
619
Brandywine Trust
Delaware
$2.32M – – –
B
620
BancorpSouth
Mississippi
$2.31M +$88.8K +1,179 +4%
PWM
621
Perigon Wealth Management
California
$2.29M -$33.5K -445 -1%
SC
622
Searle & Co
Connecticut
$2.26M +$75 +1 +0%
KT
623
Kanaly Trust
Texas
$2.26M -$41.7K -554 -2%
FQ
624
First Quadrant
California
$2.25M -$5.78M -76,694 -72%
BC
625
Bartlett & Co
Ohio
$2.22M -$67.8K -900 -3%
23 24
25
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