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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 %
MA
776
Montag & Associates
Georgia
$1.37M +$106K +1,300 +8%
SSB
777
Sandy Spring Bank
Maryland
$1.37M -$7.2K -88 -0.5%
PC
778
Permit Capital
Pennsylvania
$1.36M – – –
YMRC
779
Yorktown Management & Research Company
Virginia
$1.35M +$315K +3,850 +30%
FPCP
780
Fort Point Capital Partners
California
$1.35M +$1.35M +16,467 New
FMT
781
First Mercantile Trust
Tennessee
$1.35M -$13.6K -166 -1%
WCA
782
Westover Capital Advisors
Delaware
$1.34M -$11.5K -140 -0.8%
MCM
783
Manchester Capital Management
Vermont
$1.34M +$27.7K +339 +2%
TF
784
Tompkins Financial
New York
$1.34M +$143K +1,751 +12%
CCM
785
Copeland Capital Management
Pennsylvania
$1.33M -$397K -4,853 -23%
IMOV
786
Investment Management of Virginia
Virginia
$1.31M -$14.3K -175 -1%
RMAM
787
Raab & Moskowitz Asset Management
New Jersey
$1.3M -$34.1K -416 -3%
WAM
788
Wolverine Asset Management
Illinois
$1.3M +$229K +2,800 +21%
Luther King Capital Management (LKCM)
789
Luther King Capital Management (LKCM)
Texas
$1.3M -$888K -10,849 -41%
HIM
790
Hermes Investment Management
United Kingdom
$1.3M -$164K -2,000 -11%
CWM
791
Calamos Wealth Management
Illinois
$1.3M +$145K +1,769 +13%
HAIM
792
Hunter Associates Investment Management
Pennsylvania
$1.29M +$182K +2,225 +16%
ST
793
Smithfield Trust
Pennsylvania
$1.29M -$339K -4,143 -21%
ASN
794
Advisory Services Network
Georgia
$1.29M +$122K +1,493 +11%
FNBTCON
795
First National Bank & Trust Co of Newtown
Pennsylvania
$1.28M – – –
PI
796
PineBridge Investments
New York
$1.28M -$74.5K -910 -5%
CPO
797
Cerity Partners OCIO
New York
$1.28M +$300K +3,668 +31%
FFC
798
First Financial Corp
Indiana
$1.27M -$89.7K -1,095 -7%
WT
799
Washington Trust
Rhode Island
$1.27M -$87.4K -1,067 -6%
LA
800
Lynch & Associates
Indiana
$1.26M -$340K -4,155 -21%
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