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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 %
RIL
801
Rothschild Investment LLC
Illinois
$1.05M -$307K -4,080 -23%
WJA
802
Williams Jones & Associates
New York
$1.05M +$41.4K +550 +4%
AB
803
AT Bancorp
Iowa
$1.05M -$148K -1,965 -12%
GD
804
Grandfield & Dodd
New York
$1.04M +$39.6K +525 +4%
ICAS
805
Investors Capital Advisory Services
Massachusetts
$1.04M +$12K +159 +1%
AC
806
Addenda Capital
Quebec, Canada
$1.04M +$46.6K +902 +5%
BT
807
Beacon Trust
New Jersey
$1.04M -$64.7K -859 -6%
First Eagle Investment Management
808
First Eagle Investment Management
New York
$1.04M – – –
III
809
Independent Investors Inc
New York
$1.04M – – –
AP
810
Atwood & Palmer
Missouri
$1.03M – – –
ATC
811
Argent Trust Co
Tennessee
$1.01M +$101K +1,339 +11%
WT
812
Washington Trust
Rhode Island
$1.01M +$2.94K +39 +0.3%
DCLA
813
Douglas C. Lane & Associates
New York
$1.01M -$76.2K -1,011 -7%
DG
814
Davidson & Garrard
Virginia
$1M +$15.6K +207 +2%
PHK
815
Point72 Hong Kong
Hong Kong
$999K +$659K +8,739 +193%
OIM
816
Orca Investment Management
Oregon
$997K – – –
TBA
817
Train Babcock Advisors
New York
$993K -$67.8K -900 -6%
EWM
818
Endurance Wealth Management
Rhode Island
$987K +$4.52K +60 +0.5%
BST
819
Bath Savings Trust
Maine
$986K +$14.3K +190 +1%
CRIG
820
Charter Research & Investment Group
Connecticut
$982K -$54.6K -725 -5%
BFC
821
Blue Fin Capital
Rhode Island
$978K -$7.54K -100 -0.8%
EAM
822
Evanson Asset Management
California
$976K -$104K -1,386 -10%
SAM
823
SignalPoint Asset Management
Missouri
$972K +$64.1K +851 +7%
SC
824
Scotia Capital
Ontario, Canada
$969K -$1.27M -16,851 -57%
IMOV
825
Investment Management of Virginia
Virginia
$968K -$154K -2,050 -14%
31 32
33
34 35