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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 %
GCP
701
GSA Capital Partners
United Kingdom
$1.75M -$13.2M -157,881 -88%
Dodge & Cox
702
Dodge & Cox
California
$1.74M -$33.4K -400 -2%
PWM
703
ParenteBeard Wealth Management
Pennsylvania
$1.74M +$834 +10 +0%
BSPF
704
British Steel Pension Fund
United Kingdom
$1.74M -$115K -1,373 -6%
MPWT
705
MassMutual Private Wealth & Trust
Connecticut
$1.73M +$247K +2,956 +17%
PWAP
706
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.71M +$18.3K +220 +1%
FMBTD
707
First Midwest Bank Trust Division
Illinois
$1.71M -$5.51K -66 -0.3%
MWR
708
McAdams Wright Ragen
Washington
$1.71M +$370K +4,440 +28%
CCT
709
Capital City Trust
Florida
$1.68M +$6.26K +75 +0.4%
BPM
710
Bowling Portfolio Management
Ohio
$1.68M -$16.5K -198 -1%
SGAM
711
Steinberg Global Asset Management
Florida
$1.67M – – –
AC
712
Addison Capital
Pennsylvania
$1.66M -$8.09K -97 -0.5%
KCM
713
Kanawha Capital Management
Virginia
$1.66M +$66.4K +796 +4%
NPC
714
National Planning Corporation
California
$1.65M -$18.8K -222 -1%
BA
715
Birinyi Associates
Connecticut
$1.65M -$425K -5,100 -20%
PCM
716
Princeton Capital Management
New Jersey
$1.65M -$93.2K -1,117 -5%
BRWA
717
B. Riley Wealth Advisors
Florida
$1.65M -$789K -9,458 -32%
GCA
718
Gideon Capital Advisors
New York
$1.65M +$995K +11,932 +153%
SAM
719
Silphium Asset Management
United Kingdom
$1.63M -$709K -8,500 -30%
UBV
720
United Bank (Virginia)
Virginia
$1.62M +$1.1M +13,209 +211%
MCM
721
Maryland Capital Management
Maryland
$1.62M +$5.01K +60 +0.3%
MWAC
722
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.62M -$448K -5,373 -22%
VAS
723
Valicenti Advisory Services
New York
$1.61M -$1K -12 -0.1%
WSC
724
Wellington Shields & Co
New York
$1.59M +$6.51K +78 +0.4%
GVT
725
Genesee Valley Trust
New York
$1.59M +$44.8K +537 +3%
27 28
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