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Philip Morris
PM

Overview Fund Activity

1,398 hedge funds and large institutions have $81B invested in Philip Morris in 2015 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 524 increasing their positions, 585 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,398
Holders Change
-32
Holders Change %
-2.24%
% of All Funds
37.29%
Holding in Top 10
58
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.94%
% of All Funds
1.55%
New
81
Increased
524
Reduced
585
Closed
95
Calls
$287M
Puts
$388M
Net Calls
-$100M
Net Calls Change
-$97.3M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.59B
2
CRC
Cedar Rock Capital
United Kingdom
+$480M
3
Capital International Investors
Capital International Investors
California
+$404M
4
Ameriprise
Ameriprise
Minnesota
+$229M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$201M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$628M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$463M
3
State Street
State Street
Massachusetts
-$311M
4
Morgan Stanley
Morgan Stanley
New York
-$219M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
776
Baldwin Wealth Partners
Massachusetts
$1.18M -$18.8K -250 -2%
CT
777
Coastline Trust
Rhode Island
$1.17M -$128K -1,702 -10%
AP
778
Advisor Partners
California
$1.16M -$246K -3,260 -17%
GCA
779
Guardian Capital Advisors
Ontario, Canada
$1.16M – – –
DAM
780
Delta Asset Management
Tennessee
$1.16M +$18.4K +245 +2%
CA
781
Cetera Advisors
Colorado
$1.15M +$152K +1,998 +15%
HC
782
HHG & Company
Connecticut
$1.14M -$4.07K -54 -0.4%
Luther King Capital Management (LKCM)
783
Luther King Capital Management (LKCM)
Texas
$1.14M +$19.4K +257 +2%
RCAG
784
Rehmann Capital Advisory Group
Michigan
$1.14M +$159K +2,115 +16%
CS
785
Credential Securities
$1.14M +$81.9K +1,088 +8%
FFC
786
First Financial Corp
Indiana
$1.13M -$10.8K -143 -0.9%
BW
787
Bison Wealth
Georgia
$1.13M -$96.7K -1,284 -8%
GKFF
788
George Kaiser Family Foundation
Oklahoma
$1.12M – – –
ST
789
Sentinel Trust
Texas
$1.11M -$172K -2,290 -13%
DSC
790
Duncker Streett & Co
Missouri
$1.11M -$7.08K -94 -0.6%
MCM
791
Manchester Capital Management
Vermont
$1.1M -$75.9K -1,008 -6%
CAM
792
Carret Asset Management
New York
$1.1M +$121K +1,610 +12%
WHRC
793
W.H. Reaves & Co
New Jersey
$1.09M – – –
WCM
794
Wunderlich Capital Managemnt
Tennessee
$1.08M +$16.8K +225 +2%
AGM
795
Alpine Global Management
New York
$1.08M -$1.49M -19,765 -58%
VIA
796
Vident Investment Advisory
Georgia
$1.08M +$1.08M +14,285 New
MCWS
797
McKinley Carter Wealth Services
West Virginia
$1.07M +$78.3K +1,039 +8%
1GA
798
1st Global Advisors
Texas
$1.07M +$45.6K +605 +4%
PCA
799
Private Capital Advisors
Connecticut
$1.06M -$2.17M -28,835 -67%
EWA
800
EP Wealth Advisors
California
$1.06M +$288K +3,817 +37%
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