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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 %
LSCM
676
LaSalle Street Capital Management
Illinois
$1.79M – – –
BRWA
677
B. Riley Wealth Advisors
Florida
$1.78M -$752K -9,986 -30%
CCMW
678
Cypress Capital Management (Wyoming)
Wyoming
$1.78M -$1.55M -20,615 -47%
FIM
679
Fernwood Investment Management
Massachusetts
$1.77M +$88.9K +1,180 +5%
IAMOG
680
Investors Asset Management of Georgia
Georgia
$1.77M +$5.65K +75 +0.3%
LA
681
LVW Advisors
New York
$1.75M +$57.6K +764 +3%
BCA
682
Bernzott Capital Advisors
California
$1.73M -$28.3K -375 -2%
PS
683
Pensionfund Sabic
Netherlands
$1.7M +$1.7M +22,600 New
Kayne Anderson Rudnick Investment Management
684
Kayne Anderson Rudnick Investment Management
California
$1.68M +$937K +12,436 +126%
SPC
685
Sigma Planning Corp
Michigan
$1.68M -$348K -4,617 -17%
GP
686
Girard Partners
Pennsylvania
$1.68M -$70.9K -941 -4%
BFS
687
Bradley Foster & Sargent
Connecticut
$1.68M -$41.4K -550 -2%
CT
688
Chicago Trust
Illinois
$1.68M +$1.68M +22,235 New
MCM
689
Maryland Capital Management
Maryland
$1.67M +$210K +2,784 +14%
CAM
690
Capstone Asset Management
Texas
$1.67M +$44.8K +595 +3%
HR
691
Howe & Rusling
New York
$1.66M -$24.9K -330 -1%
MC
692
Moors & Cabot
Massachusetts
$1.66M +$71.8K +949 +5%
BHBT
693
Burke & Herbert Bank & Trust
Virginia
$1.66M -$130K -1,725 -7%
SACTSONJ
694
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.63M – – –
FTC
695
Farmers Trust Company
Ohio
$1.62M +$1.62M +21,506 +102,410%
CB
696
Chemical Bank
Michigan
$1.6M +$6.78K +90 +0.4%
SGAM
697
Steinberg Global Asset Management
Florida
$1.6M -$21.7K -288 -1%
DP
698
Dearborn Partners
Illinois
$1.58M -$35.9K -477 -2%
BSPF
699
British Steel Pension Fund
United Kingdom
$1.57M – – –
Fuller & Thaler Asset Management
700
Fuller & Thaler Asset Management
California
$1.57M -$399K -5,300 -20%
26 27
28
29 30