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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 %
BFS
676
Bradley Foster & Sargent
Connecticut
$1.95M -$41.1K -493 -2%
BCA
677
Bernzott Capital Advisors
California
$1.95M +$233K +2,800 +14%
NFG
678
Next Financial Group
Texas
$1.93M +$1.9M +22,790 +6,743%
BAM
679
Barrett Asset Management
New York
$1.9M -$14.6K -175 -0.8%
AI
680
Atria Investments
North Carolina
$1.88M -$110K -1,313 -6%
PAM
681
Princeton Alpha Management
New Jersey
$1.87M -$96.2K -1,153 -5%
HR
682
Howe & Rusling
New York
$1.87M -$51.9K -622 -3%
UF
683
Univest Financial
Pennsylvania
$1.86M +$145K +1,742 +8%
ST
684
Spinnaker Trust
Maine
$1.85M +$225K +2,694 +14%
FIM
685
Fernwood Investment Management
Massachusetts
$1.85M +$19.4K +233 +1%
DP
686
Dearborn Partners
Illinois
$1.84M -$166K -1,995 -8%
TYCC
687
Texas Yale Capital Corp
Florida
$1.84M +$187K +2,245 +11%
GP
688
Girard Partners
Pennsylvania
$1.84M +$27.8K +333 +2%
PC
689
Permit Capital
Pennsylvania
$1.83M – – –
HH
690
Hilltop Holdings
Texas
$1.83M +$159K +1,910 +10%
JG
691
Jefferies Group
New York
$1.83M +$652K +7,817 +56%
Fuller & Thaler Asset Management
692
Fuller & Thaler Asset Management
California
$1.82M +$425K +5,100 +31%
FTC
693
Farmers Trust Company
Ohio
$1.81M -$39.2K -470 -2%
SACTSONJ
694
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.81M – – –
FFBTD
695
First Financial Bank - Trust Division
Ohio
$1.8M -$8.34K -100 -0.5%
CAM
696
Capstone Asset Management
Texas
$1.8M +$29.2K +350 +2%
WI
697
Wedgewood Investors
Pennsylvania
$1.8M -$16.7K -200 -0.9%
ACP
698
Ashfield Capital Partners
California
$1.79M -$86.5K -1,037 -5%
PNC
699
Park National Corp
Ohio
$1.78M +$44.7K +536 +3%
OMCS
700
Old Mutual Customised Solutions
South Africa
$1.75M -$317K -3,800 -15%
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