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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 %
FBB
651
Fulton Breakefield Broenniman
Maryland
$1.98M +$64.2K +852 +3%
SWM
652
SVA Wealth Management
Wisconsin
$1.98M +$944K +12,534 +91%
WDA
653
Wendell David Associates
New Hampshire
$1.98M -$7.12K -95 -0.4%
BAM
654
Berkshire Asset Management
Pennsylvania
$1.98M +$214K +2,835 +12%
VAM
655
Visium Asset Management
New York
$1.98M -$2.03M -26,954 -51%
TSWM
656
Triangle Securities Wealth Management
North Carolina
$1.98M +$9.04K +120 +0.5%
UF
657
Univest Financial
Pennsylvania
$1.95M +$34.7K +461 +2%
CCM
658
Condor Capital Management
New Jersey
$1.94M +$1.94M +25,741 New
BPBT
659
Boston Private Bank & Trust
Massachusetts
$1.93M -$5.88K -78 -0.3%
MBT
660
Monroe Bank & Trust
Michigan
$1.93M -$124K -1,652 -6%
ASN
661
Advisory Services Network
Georgia
$1.9M +$35.8K +458 +2%
BWM
662
Braver Wealth Management
Massachusetts
$1.9M +$1.9M +25,235 New
MCM
663
Murphy Capital Management
New Jersey
$1.9M -$113K -1,501 -6%
KIA
664
KCM Investment Advisors
California
$1.89M -$68.5K -910 -3%
SIM
665
Spark Investment Management
New York
$1.89M +$1.89M +25,100 New
LNWWM
666
Laird Norton Wetherby Wealth Management
California
$1.89M -$40.4K -536 -2%
GCG
667
Giovine Capital Group
California
$1.88M – – –
CK
668
Cohen Klingenstein
New York
$1.87M – – –
MPWT
669
MassMutual Private Wealth & Trust
Connecticut
$1.82M +$264K +3,501 +17%
TCM
670
Tradition Capital Management
New Jersey
$1.81M -$89.6K -1,190 -5%
AP
671
AHL Partners
United Kingdom
$1.81M -$2.24M -29,757 -55%
PP
672
Palladium Partners
Virginia
$1.8M -$249K -3,310 -12%
CWM
673
Calamos Wealth Management
Illinois
$1.79M +$345K +4,584 +24%
RIG
674
Roosevelt Investment Group
New York
$1.79M +$18.4K +244 +1%
FMBTD
675
First Midwest Bank Trust Division
Illinois
$1.79M +$224K +2,970 +14%
25 26
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