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Philip Morris
PM

Overview Fund Activity

1,382 hedge funds and large institutions have $89.1B invested in Philip Morris in 2014 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 502 increasing their positions, 608 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,382
Holders Change
-18
Holders Change %
-1.29%
% of All Funds
39.94%
Holding in Top 10
74
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-18.68%
% of All Funds
2.14%
New
82
Increased
502
Reduced
608
Closed
87
Calls
$611M
Puts
$633M
Net Calls
-$22.5M
Net Calls Change
+$35.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$817M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$261M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$227M
4
WRF
Waddell & Reed Financial
Kansas
+$198M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$192M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$602M
2
State Street
State Street
Massachusetts
-$399M
3
MC
Montag & Caldwell
Georgia
-$232M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$201M
5
BA
BlackRock Advisors
Delaware
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
726
Spinnaker Trust
Maine
$1.72M -$577K -7,048 -25%
UF
727
Univest Financial
Pennsylvania
$1.72M -$325K -3,968 -16%
BAM
728
Banta Asset Management
California
$1.71M +$1.52M +18,520 +789%
MCMT
729
Moon Capital Management (Tennessee)
Tennessee
$1.71M +$98.8K +1,207 +6%
PCM
730
Princeton Capital Management
New Jersey
$1.7M +$121K +1,475 +8%
TBA
731
Tower Bridge Advisors
Pennsylvania
$1.7M -$232K -2,831 -12%
RC
732
Roundview Capital
New Jersey
$1.69M +$491K +6,000 +41%
NPC
733
National Planning Corporation
California
$1.67M -$218K -2,649 -12%
PWAP
734
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.67M +$2.87K +35 +0.2%
SCP
735
Seizert Capital Partners
Michigan
$1.63M -$50.8K -620 -3%
SGAM
736
Steinberg Global Asset Management
Florida
$1.63M -$33.1K -404 -2%
NBC
737
Neuberger Berman Canada
Ontario, Canada
$1.63M +$1.02M +12,500 +169%
CCT
738
Capital City Trust
Florida
$1.63M +$82.3K +1,005 +5%
AC
739
Addison Capital
Pennsylvania
$1.62M +$533K +6,511 +49%
TYCC
740
Texas Yale Capital Corp
Florida
$1.6M +$77.8K +950 +5%
NES
741
New England Securities
New York
$1.59M +$216K +2,639 +16%
GXMC
742
Global X Management Company
New York
$1.59M +$1.57M +19,150 +7,172%
IIM
743
Intact Investment Management
Quebec, Canada
$1.59M – – –
VAS
744
Valicenti Advisory Services
New York
$1.59M +$1.15K +14 +0.1%
WSC
745
Wellington Shields & Co
New York
$1.58M -$43.5K -531 -3%
BAM
746
Barrett Asset Management
New York
$1.58M -$270K -3,300 -15%
PHIMC
747
Private Harbour Investment Management & Counsel
Ohio
$1.57M +$49.1K +600 +3%
PAMG
748
Patton Albertson Miller Group
Tennessee
$1.57M -$147K -1,794 -9%
VAM
749
Visionary Asset Management
Texas
$1.56M +$438K +5,350 +39%
KCM
750
Kanawha Capital Management
Virginia
$1.56M -$49.8K -608 -3%
28 29
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