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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 %
SNT
651
Security National Trust
West Virginia
$2.21M +$9.17K +110 +0.4%
Connor, Clark & Lunn Investment Management (CC&L)
652
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.21M -$133K -1,600 -6%
MCM
653
Murphy Capital Management
New Jersey
$2.21M -$12.5K -150 -0.6%
WCM
654
Weik Capital Management
Pennsylvania
$2.19M +$14.2K +170 +0.7%
KIA
655
KCM Investment Advisors
California
$2.19M +$181K +2,169 +9%
BAM
656
Berkshire Asset Management
Pennsylvania
$2.18M +$7.84K +94 +0.4%
Bank of Nova Scotia
657
Bank of Nova Scotia
Ontario, Canada
$2.18M +$105K +1,256 +5%
BCM
658
Buckhead Capital Management
Georgia
$2.16M -$1.43M -17,148 -40%
GCG
659
Giovine Capital Group
California
$2.15M – – –
LNWWM
660
Laird Norton Wetherby Wealth Management
California
$2.14M +$30.6K +367 +1%
PP
661
Palladium Partners
Virginia
$2.14M -$104K -1,246 -5%
TCM
662
Tradition Capital Management
New Jersey
$2.13M +$114K +1,370 +6%
RBC
663
Ronald Blue & Co
Georgia
$2.13M +$13.7K +164 +0.6%
PMG
664
ProVise Management Group
Florida
$2.12M +$1.03M +12,342 +95%
SI
665
SII Investments
Wisconsin
$2.09M +$180K +2,158 +9%
NL
666
NWAM LLC
Washington
$2.08M -$99.7K -1,195 -5%
FBB
667
Fulton Breakefield Broenniman
Maryland
$2.07M +$47.7K +572 +2%
CK
668
Cohen Klingenstein
New York
$2.07M – – –
SLF
669
Sun Life Financial
Ontario, Canada
$2.07M -$495K -5,929 -19%
RIG
670
Roosevelt Investment Group
New York
$2.04M -$70.1K -840 -3%
B
671
BancorpSouth
Mississippi
$2.02M +$92.2K +1,106 +5%
IPC
672
Independent Portfolio Consultants
Florida
$1.99M +$197K +2,362 +11%
WDA
673
Wendell David Associates
New Hampshire
$1.98M -$12.5K -150 -0.6%
BHBT
674
Burke & Herbert Bank & Trust
Virginia
$1.98M -$75K -900 -4%
ASN
675
Advisory Services Network
Georgia
$1.96M +$276K +3,311 +16%
25 26
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