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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 %
BTNA
751
Bremer Trust National Association
Minnesota
$1.44M +$56.4K +693 +4%
WB
752
Webster Bank
Connecticut
$1.43M -$14.7K -180 -1%
CIC
753
Chilton Investment Company
Connecticut
$1.43M -$41.5K -510 -3%
CCA
754
Checchi Capital Advisers
California
$1.43M +$474K +5,823 +50%
PCM
755
Princeton Capital Management
New Jersey
$1.42M -$191K -2,349 -12%
GAM
756
Griffin Asset Management
New York
$1.42M +$38.7K +475 +3%
MWAC
757
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.41M -$169K -2,079 -11%
WG
758
Welch Group
Alabama
$1.41M -$5.29K -65 -0.4%
NRS
759
Neville Rodie & Shaw
New York
$1.4M -$11.4K -140 -0.8%
OPTFSNA
760
Old Point Trust & Financial Services N A
Virginia
$1.4M – – –
CT
761
Coastline Trust
Rhode Island
$1.4M +$894K +10,974 +176%
CL
762
Choreo LLC
Illinois
$1.39M -$6.27K -76 -0.4%
ST
763
Sentinel Trust
Texas
$1.39M – – –
TCOTO
764
Trust Company of the Ozarks
Missouri
$1.38M -$11.8K -145 -0.8%
LCP
765
Legacy Capital Partners
Wisconsin
$1.38M +$88.4K +1,085 +7%
SAM
766
Security Asset Management
New York
$1.37M +$1.37M +16,755 New
MA
767
Montag & Associates
Georgia
$1.36M +$23K +282 +2%
I2I
768
Insight 2811 Inc
Illinois
$1.36M +$1.07M +13,200 +374%
BAM
769
Banta Asset Management
California
$1.36M +$10.6K +130 +0.8%
MMG
770
Monetary Management Group
Missouri
$1.34M -$132K -1,625 -9%
KCPG
771
Kavar Capital Partners Group
Kansas
$1.34M – – –
NFG
772
Next Financial Group
Texas
$1.34M -$548K -6,727 -29%
LH
773
Lebenthal Holdings
New York
$1.33M +$1.33M +16,324 New
GC
774
Grimes & Company
Massachusetts
$1.33M -$2.44K -30 -0.2%
BW
775
Bison Wealth
Georgia
$1.32M +$1.32M +16,256 New
29 30
31
32 33