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Philip Morris
PM

Overview Fund Activity

1,382 hedge funds and large institutions have $91.7B invested in Philip Morris in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 501 increasing their positions, 583 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,382
Holders Change
–
Holders Change %
0%
% of All Funds
39.75%
Holding in Top 10
67
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.46%
% of All Funds
1.93%
New
70
Increased
501
Reduced
583
Closed
61
Calls
$726M
Puts
$632M
Net Calls
+$93.2M
Net Calls Change
+$116M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$309M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$264M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$261M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$210M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$179M

Top Sellers

1
WRF
Waddell & Reed Financial
Kansas
-$644M
2
State Street
State Street
Massachusetts
-$405M
3
Deutsche Bank
Deutsche Bank
Germany
-$233M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$140M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
TTWM
626
TCV Trust & Wealth Management
Virginia
$2.66M +$71.3K +846 +3%
PWM
627
Perigon Wealth Management
California
$2.66M +$209K +2,475 +9%
IA
628
Icon Advisers
Colorado
$2.66M -$607K -7,200 -19%
SWITC
629
Stewart West Indies Trading Company
Colorado
$2.66M – – –
CBN
630
Cadence Bank NA
Texas
$2.62M +$131K +1,551 +5%
TCOV
631
Trust Company of Vermont
Vermont
$2.61M +$90.3K +1,071 +4%
AB
632
AT Bancorp
Iowa
$2.61M -$807K -9,577 -24%
BT
633
Brandywine Trust
Delaware
$2.6M – – –
CCM
634
Coldstream Capital Management
Washington
$2.59M +$94.2K +1,117 +4%
SLF
635
Sun Life Financial
Ontario, Canada
$2.59M -$247K -2,930 -9%
AUB
636
Atlantic Union Bankshares
Virginia
$2.56M -$675K -8,004 -21%
RMAM
637
Raab & Moskowitz Asset Management
New Jersey
$2.56M +$1.21M +14,400 +90%
ECM
638
ETrade Capital Management
Virginia
$2.55M +$88.4K +1,048 +4%
KT
639
Kanaly Trust
Texas
$2.55M -$25.9K -307 -1%
TCM
640
Tufton Capital Management
Maryland
$2.55M -$1.27K -15 -0%
WTIM
641
Wilmington Trust Investment Management
Delaware
$2.53M -$921K -10,919 -27%
CI
642
Constellation Investments
Ohio
$2.53M +$25.3K +300 +1%
WA
643
WFG Advisors
Texas
$2.53M +$11.1K +132 +0.4%
Connor, Clark & Lunn Investment Management (CC&L)
644
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.52M – – –
LIM
645
Leavell Investment Management
Alabama
$2.51M -$36.1K -428 -1%
YAM
646
Yacktman Asset Management
Texas
$2.5M – – –
DA
647
Dillon & Associates
Michigan
$2.48M +$147K +1,756 +6%
Fiera Capital (Canada)
648
Fiera Capital (Canada)
Quebec, Canada
$2.47M -$2.05M -24,273 -45%
JIM
649
Jupiter Investment Management
United Kingdom
$2.47M +$2.47M +29,300 New
GXMC
650
Global X Management Company
New York
$2.41M +$768K +9,107 +47%
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