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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 %
RCWMU
801
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.26M +$1.26M +15,370 New
BRWA
802
B. Riley Wealth Advisors
Florida
$1.24M -$84.3K -1,029 -6%
MRCM
803
M&R Capital Management
New Jersey
$1.23M -$508K -6,207 -29%
Fuller & Thaler Asset Management
804
Fuller & Thaler Asset Management
California
$1.23M +$221K +2,700 +22%
GKFF
805
George Kaiser Family Foundation
Oklahoma
$1.22M +$1.22M +14,863 New
HC
806
Hendley & Co
Ohio
$1.21M +$18.4K +225 +2%
OIM
807
Orca Investment Management
Oregon
$1.21M -$1.23K -15 -0.1%
BFC
808
Blue Fin Capital
Rhode Island
$1.21M +$2.46K +30 +0.2%
DAM
809
Delta Asset Management
Tennessee
$1.21M -$69.2K -845 -5%
ST
810
Sentinel Trust
Texas
$1.21M -$14.2K -174 -1%
ICAS
811
Investors Capital Advisory Services
Massachusetts
$1.2M -$219K -2,675 -15%
AWA
812
AmeriServ Wealth Advisors
Pennsylvania
$1.2M -$775K -9,470 -39%
WHRC
813
W.H. Reaves & Co
New Jersey
$1.19M – – –
GIBU
814
Gulf International Bank (UK)
United Kingdom
$1.18M – – –
HC
815
HHG & Company
Connecticut
$1.17M +$180K +2,203 +18%
WKWM
816
Walter & Keenan Wealth Management
Indiana
$1.16M +$1.16M +14,110 New
PFBT
817
Parkside Financial Bank & Trust
Missouri
$1.15M -$82.8K -1,012 -7%
TBA
818
Train Babcock Advisors
New York
$1.15M -$16.4K -200 -1%
EAM
819
Evanson Asset Management
California
$1.14M +$54.1K +661 +5%
ANBTV
820
American National Bank & Trust (Virginia)
Virginia
$1.13M -$7.36K -90 -0.6%
III
821
Independent Investors Inc
New York
$1.13M – – –
AP
822
Atwood & Palmer
Missouri
$1.12M -$661K -8,070 -37%
GD
823
Grandfield & Dodd
New York
$1.12M +$17.1K +209 +2%
HH
824
Hilltop Holdings
Texas
$1.11M +$664K +8,107 +148%
CM
825
Capital Management
Virginia
$1.11M – – –
31 32
33
34 35