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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 %
JG
826
Jefferies Group
New York
$1.11M +$903K +11,033 +436%
CWM
827
Concert Wealth Management
California
$1.1M -$29.3K -363 -3%
SCM
828
Stux Capital Management
New York
$1.1M -$295K -3,600 -21%
EWM
829
Endurance Wealth Management
Rhode Island
$1.1M – – –
Tudor Investment Corp
830
Tudor Investment Corp
Connecticut
$1.1M +$1.1M +13,389 New
CCFCSB
831
Cape Cod Five Cents Savings Bank
Massachusetts
$1.09M +$58.3K +712 +6%
SWM
832
SVA Wealth Management
Wisconsin
$1.09M +$406K +4,965 +59%
GCA
833
Guardian Capital Advisors
Ontario, Canada
$1.09M – – –
DSC
834
Duncker Streett & Co
Missouri
$1.09M +$16.8K +205 +2%
NIM
835
Northeast Investment Management
Massachusetts
$1.08M -$55.2K -674 -5%
PIA
836
Peachtree Investment Advisors
Georgia
$1.08M -$24.6K -300 -2%
FMWA
837
Forvis Mazars Wealth Advisors
Missouri
$1.07M -$168K -2,052 -14%
FMBTD
838
First Midwest Bank Trust Division
Illinois
$1.06M +$746K +9,110 +234%
PP
839
Patten & Patten
Tennessee
$1.06M -$105K -1,283 -9%
BO
840
BRR OpCo
Ohio
$1.06M +$239K +2,920 +29%
MIC
841
MU Investments Company
Japan
$1.06M -$130K -1,610 -11%
BST
842
Bath Savings Trust
Maine
$1.06M +$71.6K +875 +7%
BTNA
843
Bremer Trust National Association
Minnesota
$1.06M -$16.5K -202 -2%
1GA
844
1st Global Advisors
Texas
$1.05M -$331K -4,039 -24%
NI
845
Numeric Investors
Massachusetts
$1.05M +$1.05M +12,800 New
WAM
846
Winslow Asset Management
Ohio
$1.04M +$2.46K +30 +0.2%
TT
847
Tower Trust
Indiana
$1.03M +$6.14K +75 +0.6%
BAS
848
Brown Advisory Securities
Maryland
$1.03M +$38.7K +475 +4%
BVDMP
849
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.02M +$262K +3,200 +34%
WCM
850
Wunderlich Capital Managemnt
Tennessee
$1.02M +$131K +1,608 +15%
32 33
34
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