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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 %
BFEC
801
Benjamin F. Edwards & Company
Missouri
$1.2M +$91.8K +1,127 +8%
BT
802
Beacon Trust
New Jersey
$1.2M +$771K +9,472 +182%
Jane Street
803
Jane Street
New York
$1.18M +$1.18M +14,524 New
WHRC
804
W.H. Reaves & Co
New Jersey
$1.18M – – –
DCLA
805
Douglas C. Lane & Associates
New York
$1.17M -$300K -3,688 -20%
EAM
806
Evanson Asset Management
California
$1.17M +$53.5K +657 +5%
SFWA
807
Summit Financial Wealth Advisors
Louisiana
$1.16M +$1.16M +14,290 New
WCM
808
Wunderlich Capital Managemnt
Tennessee
$1.16M +$48.8K +599 +4%
CCM
809
Canal Capital Management
Virginia
$1.15M +$1.15M +14,118 New
TBA
810
Train Babcock Advisors
New York
$1.15M – – –
EPM
811
Equitec Proprietary Markets
Illinois
$1.14M +$1.14M +14,027 New
CS
812
Credential Securities
$1.14M +$73.6K +904 +7%
FNB
813
Farmers National Bank
Kentucky
$1.14M +$1.14M +13,975 New
First Eagle Investment Management
814
First Eagle Investment Management
New York
$1.12M – – –
III
815
Independent Investors Inc
New York
$1.12M – – –
SWM
816
SVA Wealth Management
Wisconsin
$1.12M +$89.6K +1,100 +9%
CRIG
817
Charter Research & Investment Group
Connecticut
$1.12M +$1.12M +13,760 New
AP
818
Atwood & Palmer
Missouri
$1.12M -$130K -1,600 -10%
SCM
819
Shelton Capital Management
Colorado
$1.11M -$97.7K -1,200 -8%
ICAS
820
Investors Capital Advisory Services
Massachusetts
$1.11M -$12.2K -150 -1%
1GA
821
1st Global Advisors
Texas
$1.11M +$31.9K +392 +3%
QCM
822
Quadrant Capital Management
New Jersey
$1.1M -$8.14K -100 -0.7%
SC
823
SouthState Corp
Florida
$1.1M -$12.2K -150 -1%
AC
824
Addenda Capital
Quebec, Canada
$1.09M +$386K +6,804 +55%
CAM
825
Centre Asset Management
New York
$1.09M – – –
31 32
33
34 35