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Philip Morris
PM

Overview Fund Activity

1,430 hedge funds and large institutions have $99.7B invested in Philip Morris in 2014 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 536 increasing their positions, 532 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,430
Holders Change
+69
Holders Change %
+5.07%
% of All Funds
38.16%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
1.68%
New
149
Increased
536
Reduced
532
Closed
64
Calls
$538M
Puts
$541M
Net Calls
-$2.97M
Net Calls Change
+$50.4M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$415M
2
Invesco
Invesco
Georgia
+$361M
3
State Street
State Street
Massachusetts
+$261M
4
CRC
Cedar Rock Capital
United Kingdom
+$245M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$197M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$347M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$336M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$327M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$311M
5
ACM
Americafirst Capital Management
California
-$231M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
626
Tufton Capital Management
Maryland
$2.57M +$8.96K +110 +0.4%
CBN
627
Cadence Bank NA
Texas
$2.57M -$35.8K -439 -1%
SWITC
628
Stewart West Indies Trading Company
Colorado
$2.57M – – –
CI
629
Constellation Investments
Ohio
$2.57M +$97.8K +1,200 +4%
LIM
630
Leavell Investment Management
Alabama
$2.55M +$125K +1,531 +5%
LIA
631
LS Investment Advisors
Michigan
$2.55M +$308K +3,784 +14%
PWM
632
Perigon Wealth Management
California
$2.51M +$107K +1,315 +4%
BT
633
Brandywine Trust
Delaware
$2.51M – – –
HK
634
Horizon Kinetics
New York
$2.51M -$150K -1,844 -6%
KT
635
Kanaly Trust
Texas
$2.49M +$20.2K +248 +0.8%
UBV
636
United Bank (Virginia)
Virginia
$2.49M +$902K +11,079 +57%
OAC
637
OMERS Administration Corp
Ontario, Canada
$2.48M +$2.08M +25,600 +522%
BC
638
Bartlett & Co
Ohio
$2.48M -$166K -2,041 -6%
TTWM
639
TCV Trust & Wealth Management
Virginia
$2.48M +$6.11K +75 +0.2%
SC
640
Searle & Co
Connecticut
$2.45M +$2.45M +30,056 New
P
641
Pitcairn
Pennsylvania
$2.43M +$56K +688 +2%
SC
642
Scotia Capital
Ontario, Canada
$2.42M -$213K -2,622 -8%
B
643
BancorpSouth
Mississippi
$2.4M +$428K +5,259 +22%
DPIM
644
Duff & Phelps Investment Management
Illinois
$2.4M -$144K -1,770 -6%
WP
645
WMS Partners
Maryland
$2.4M +$190K +2,336 +9%
YAM
646
Yacktman Asset Management
Texas
$2.39M -$24.4K -300 -1%
AIP
647
Ameritas Investment Partners
Nebraska
$2.36M – – –
WF
648
Welch & Forbes
Massachusetts
$2.33M -$47.3K -581 -2%
FBNAT
649
FirstMerit Bank N.A. Trustee
Ohio
$2.29M +$51.6K +633 +2%
RIA
650
Regal Investment Advisors
Michigan
$2.29M +$84.7K +1,040 +4%
24 25
26
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