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Philip Morris
PM

Overview Fund Activity

1,361 hedge funds and large institutions have $90.9B invested in Philip Morris in 2014 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 524 increasing their positions, 574 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,361
Holders Change
-21
Holders Change %
-1.52%
% of All Funds
39.52%
Holding in Top 10
60
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.45%
% of All Funds
1.74%
New
54
Increased
524
Reduced
574
Closed
65
Calls
$573M
Puts
$626M
Net Calls
-$53.4M
Net Calls Change
-$147M

Top Buyers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$321M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$252M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$93.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$76.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$76M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$181M
2
MG
Meritage Group
California
-$153M
3
Goldman Sachs
Goldman Sachs
New York
-$134M
4
DSA
Davis Selected Advisers
Arizona
-$106M
5
BA
BlackRock Advisors
Delaware
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJA
826
Williams Jones & Associates
New York
$1.04M – – –
CAM
827
Carret Asset Management
New York
$1.03M +$64.4K +773 +7%
RMSCM
828
R.M. Sincerbeaux Capital Management
New York
$1.03M – – –
RCWMU
829
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.03M -$50.1K -600 -5%
ZIC
830
ZWJ Investment Counsel
Georgia
$1.03M -$334 -4 -0%
AC
831
Addenda Capital
Quebec, Canada
$1.02M +$21.4K +260 +2%
CCA
832
Cobblestone Capital Advisors
New York
$1.02M +$667 +8 +0.1%
KTC
833
Kistler-Tiffany Companies
Pennsylvania
$1.02M +$181K +2,164 +22%
CCMG
834
Clark Capital Management Group
Pennsylvania
$1.02M -$4.15M -49,762 -80%
WKWM
835
Walter & Keenan Wealth Management
Indiana
$1.01M – – –
SAM
836
SignalPoint Asset Management
Missouri
$1.01M -$33.4K -401 -3%
CPR
837
CSU Producer Resources
Ohio
$1M – – –
TCOO
838
Trust Company of Oklahoma
Oklahoma
$1,000K -$12.5K -150 -1%
WIM
839
Waverton Investment Management
United Kingdom
$999K -$41.7K -500 -4%
NPIT
840
National Penn Investors Trust
Pennsylvania
$999K -$38K -455 -4%
WT
841
Washington Trust
Rhode Island
$991K -$80.3K -962 -7%
BO
842
BRR OpCo
Ohio
$991K -$72.6K -870 -7%
EWA
843
EP Wealth Advisors
California
$990K +$314K +3,767 +46%
PIA
844
Peachtree Investment Advisors
Georgia
$987K – – –
WS
845
Wedbush Securities
California
$978K +$215K +2,578 +28%
HIC
846
Harvey Investment Company
Kentucky
$975K – – –
CCA
847
Checchi Capital Advisers
California
$974K +$180K +2,160 +23%
CCP
848
Clarkston Capital Partners
Michigan
$973K – – –
PWW
849
Pettyjohn Wood & White
Virginia
$972K -$6.25K -75 -0.6%
FBP
850
Flippin Bruce & Porter
Virginia
$961K +$4.17K +50 +0.4%
32 33
34
35 36