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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 %
UF
676
Univest Financial
Pennsylvania
$2.07M +$254K +3,124 +14%
TCM
677
Tradition Capital Management
New Jersey
$2.06M -$24.4K -300 -1%
NJBEST
678
New Jersey Better Educational Savings Trust
New Jersey
$2.04M -$570K -7,000 -22%
GCG
679
Giovine Capital Group
California
$2.04M -$67.6K -830 -3%
CK
680
Cohen Klingenstein
New York
$2.02M – – –
ASN
681
Advisory Services Network
Georgia
$2M +$31K +371 +2%
RBC
682
Ronald Blue & Co
Georgia
$2M -$81.4K -1,000 -4%
HH
683
Hilltop Holdings
Texas
$1.96M +$174K +2,131 +10%
DA
684
Dillon & Associates
Michigan
$1.95M -$315K -3,889 -14%
BHBT
685
Burke & Herbert Bank & Trust
Virginia
$1.93M – – –
LSCM
686
LaSalle Street Capital Management
Illinois
$1.93M +$1.93M +23,700 New
LPT
687
Legacy Private Trust
Wisconsin
$1.92M -$919K -11,283 -32%
RIG
688
Roosevelt Investment Group
New York
$1.92M -$75.5K -927 -4%
BAM
689
Berkshire Asset Management
Pennsylvania
$1.91M -$216K -2,658 -10%
IAMOG
690
Investors Asset Management of Georgia
Georgia
$1.91M +$1.91M +23,410 New
BCA
691
Bernzott Capital Advisors
California
$1.9M – – –
GP
692
Girard Partners
Pennsylvania
$1.89M +$95.2K +1,169 +5%
BFS
693
Bradley Foster & Sargent
Connecticut
$1.86M -$49.9K -613 -3%
BAM
694
Barrett Asset Management
New York
$1.85M – – –
LA
695
LVW Advisors
New York
$1.83M +$1.83M +22,492 New
HR
696
Howe & Rusling
New York
$1.83M – – –
PAM
697
Princeton Alpha Management
New Jersey
$1.82M -$4.56K -56 -0.2%
FIM
698
Fernwood Investment Management
Massachusetts
$1.82M +$18.7K +230 +1%
FFBTD
699
First Financial Bank - Trust Division
Ohio
$1.78M +$16.3K +200 +0.9%
WI
700
Wedgewood Investors
Pennsylvania
$1.78M +$19.6K +240 +1%
26 27
28
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