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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 %
WJA
826
Williams Jones & Associates
New York
$1.09M +$78K +957 +8%
GD
827
Grandfield & Dodd
New York
$1.09M -$23.7K -291 -2%
WT
828
Washington Trust
Rhode Island
$1.08M +$117K +1,442 +12%
SWA
829
SFMG Wealth Advisors
Texas
$1.08M +$674K +8,281 +166%
OIM
830
Orca Investment Management
Oregon
$1.08M -$36.1K -443 -3%
MCWS
831
McKinley Carter Wealth Services
West Virginia
$1.08M +$564K +6,925 +110%
DG
832
Davidson & Garrard
Virginia
$1.07M +$36.4K +447 +4%
CM
833
Capital Management
Virginia
$1.07M +$29.3K +360 +3%
PP
834
Paloma Partners
Connecticut
$1.07M +$1.07M +13,100 New
BFC
835
Blue Fin Capital
Rhode Island
$1.07M -$111K -1,365 -9%
EWM
836
Endurance Wealth Management
Rhode Island
$1.06M -$28.7K -353 -3%
CA
837
Cetera Advisors
Colorado
$1.06M +$23.3K +288 +2%
RCAG
838
Rehmann Capital Advisory Group
Michigan
$1.06M -$2.69K -33 -0.3%
CAM
839
Carret Asset Management
New York
$1.06M +$50.5K +620 +5%
BST
840
Bath Savings Trust
Maine
$1.05M -$2.12K -26 -0.2%
CCFCSB
841
Cape Cod Five Cents Savings Bank
Massachusetts
$1.05M +$3.01K +37 +0.3%
SSWM
842
Sheets Smith Wealth Management
North Carolina
$1.04M +$4.81K +59 +0.5%
ZIC
843
ZWJ Investment Counsel
Georgia
$1.04M +$40.7K +500 +4%
MVP
844
Miller Value Partners
Florida
$1.04M – – –
YMRC
845
Yorktown Management & Research Company
Virginia
$1.03M -$81.4K -1,000 -7%
CCM
846
Catawba Capital Management
Virginia
$1.03M +$679K +8,345 +194%
VNB
847
Valley National Bancorp
New York
$1.03M -$28.7K -352 -3%
WAM
848
Winslow Asset Management
Ohio
$1.03M – – –
NIT
849
NumerixS Investment Technologies
British Columbia, Canada
$1.02M +$1.02M +12,556 New
BVDMP
850
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.02M – – –
32 33
34
35 36