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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 %
CPO
751
Cerity Partners OCIO
New York
$1.42M +$117K +1,407 +9%
BBA
752
BLB&B Advisors
Pennsylvania
$1.41M -$4.59K -55 -0.3%
GAM
753
Griffin Asset Management
New York
$1.41M -$28.9K -347 -2%
FMT
754
First Mercantile Trust
Tennessee
$1.4M -$255K -3,061 -15%
WSTAM
755
Wilbanks Smith & Thomas Asset Management
Virginia
$1.4M +$6.42K +77 +0.5%
TF
756
Tompkins Financial
New York
$1.39M -$12.2K -146 -0.9%
MA
757
Montag & Associates
Georgia
$1.37M -$23.5K -282 -2%
KCPG
758
Kavar Capital Partners Group
Kansas
$1.37M +$6.25K +75 +0.5%
CWM
759
Calamos Wealth Management
Illinois
$1.37M +$43.4K +520 +3%
GC
760
Grimes & Company
Massachusetts
$1.36M -$17K -204 -1%
MCM
761
MAI Capital Management
Ohio
$1.36M -$13.5K -162 -1%
RT
762
Reliance Trust
Georgia
$1.35M -$172K -2,056 -11%
SSB
763
Sandy Spring Bank
Maryland
$1.35M +$12.3K +148 +0.9%
Luther King Capital Management (LKCM)
764
Luther King Capital Management (LKCM)
Texas
$1.33M +$92K +1,104 +7%
LCP
765
Legacy Capital Partners
Wisconsin
$1.33M +$507K +6,080 +62%
BWP
766
Baldwin Wealth Partners
Massachusetts
$1.32M +$1.32M +15,856 New
HC
767
Hendley & Co
Ohio
$1.32M +$47.9K +575 +4%
CIM
768
CIM Investment Management
Pennsylvania
$1.31M -$59.7K -716 -4%
MCM
769
Manchester Capital Management
Vermont
$1.31M -$26.9K -322 -2%
FNBTCON
770
First National Bank & Trust Co of Newtown
Pennsylvania
$1.3M -$7.92K -95 -0.6%
FFC
771
First Financial Corp
Indiana
$1.29M -$8.75K -105 -0.7%
LA
772
Lynch & Associates
Indiana
$1.26M +$1.92K +23 +0.2%
IMOV
773
Investment Management of Virginia
Virginia
$1.24M – – –
SCM
774
Shelton Capital Management
Colorado
$1.24M -$133K -1,599 -10%
GKFF
775
George Kaiser Family Foundation
Oklahoma
$1.24M – – –
29 30
31
32 33