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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 %
LIM
626
Leavell Investment Management
Alabama
$2.48M -$4.34K -52 -0.2%
YAM
627
Yacktman Asset Management
Texas
$2.48M – – –
PWM
628
Perigon Wealth Management
California
$2.46M -$167K -2,000 -6%
VIMU
629
Veritas Investment Management (UK)
United Kingdom
$2.44M -$1.22M -14,625 -33%
P
630
Pitcairn
Pennsylvania
$2.43M +$119K +1,432 +5%
WF
631
Welch & Forbes
Massachusetts
$2.43M +$88.8K +1,065 +4%
ACM
632
Argentus Capital Management
Texas
$2.43M +$438K +5,253 +22%
AIP
633
Ameritas Investment Partners
Nebraska
$2.42M -$2.18M -26,140 -47%
ANTB
634
AMG National Trust Bank
Colorado
$2.39M +$400K +4,793 +20%
PAM
635
PartnerRe Asset Management
Connecticut
$2.38M -$405K -4,853 -15%
CBOA
636
Commonwealth Bank of Australia
Australia
$2.36M – – –
Capital Fund Management (CFM)
637
Capital Fund Management (CFM)
France
$2.34M -$7.46M -89,428 -76%
DA
638
Dillon & Associates
Michigan
$2.32M -$127K -1,530 -5%
HPBT
639
High Point Bank & Trust
North Carolina
$2.32M -$15.3K -183 -0.7%
PHS
640
Pekin Hardy Strauss
Illinois
$2.3M +$250 +3 +0%
IIM
641
Intact Investment Management
Quebec, Canada
$2.3M +$434K +5,200 +23%
FBNAT
642
FirstMerit Bank N.A. Trustee
Ohio
$2.29M +$30.2K +362 +1%
LIA
643
LS Investment Advisors
Michigan
$2.29M -$15.4K -185 -0.7%
MBT
644
Monroe Bank & Trust
Michigan
$2.26M -$7.01K -84 -0.3%
WP
645
WMS Partners
Maryland
$2.26M +$4.59K +55 +0.2%
TSWM
646
Triangle Securities Wealth Management
North Carolina
$2.26M -$83.4K -1,000 -4%
PTC
647
Private Trust Company
Ohio
$2.26M -$35.3K -423 -2%
RIA
648
Regal Investment Advisors
Michigan
$2.26M +$149K +1,782 +7%
BSA
649
Braun Stacey Associates
New York
$2.24M +$33.8K +405 +2%
LW
650
Linscomb Wealth
Texas
$2.23M +$69.6K +835 +3%
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