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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 %
SSWM
826
Sheets Smith Wealth Management
North Carolina
$966K +$1.36K +18 +0.1%
SC
827
SouthState Corp
Florida
$962K -$51.1K -679 -5%
VNA
828
Valley National Advisers
Pennsylvania
$956K +$278K +3,690 +41%
WAM
829
Winslow Asset Management
Ohio
$952K – – –
ZIC
830
ZWJ Investment Counsel
Georgia
$951K -$15K -199 -2%
CPO
831
Cerity Partners OCIO
New York
$948K -$455K -6,039 -32%
ZF
832
Zhang Financial
Michigan
$947K +$12.7K +168 +1%
GT
833
Greenleaf Trust
Michigan
$943K +$347K +4,600 +58%
SCM
834
Shelton Capital Management
Colorado
$940K -$90.4K -1,200 -9%
BCP
835
Blue Chip Partners
Michigan
$937K +$13.9K +185 +2%
VFA
836
Voya Financial Advisors
Connecticut
$932K +$932K +12,126 New
CCFCSB
837
Cape Cod Five Cents Savings Bank
Massachusetts
$929K -$39.5K -525 -4%
FCCM
838
First City Capital Management
Georgia
$926K +$150K +1,988 +19%
BAS
839
Brown Advisory Securities
Maryland
$925K +$14.6K +193 +2%
CFA
840
Carroll Financial Associates
North Carolina
$923K +$574K +7,619 +164%
CCM
841
Catawba Capital Management
Virginia
$920K -$32.9K -437 -3%
SAM
842
Symphony Asset Management
California
$918K +$1.73K +23 +0.2%
RMSCM
843
R.M. Sincerbeaux Capital Management
New York
$915K -$15.1K -200 -2%
NIM
844
Northeast Investment Management
Massachusetts
$914K -$23.7K -315 -3%
WA
845
WFG Advisors
Texas
$913K -$1.01M -13,434 -53%
WKWM
846
Walter & Keenan Wealth Management
Indiana
$912K – – –
BA
847
BKS Advisors
Michigan
$910K +$910K +12,078 New
Nomura Holdings
848
Nomura Holdings
Japan
$908K -$14.7M -195,096 -94%
FCH
849
Freestone Capital Holdings
Washington
$905K +$396K +5,261 +78%
CPR
850
CSU Producer Resources
Ohio
$904K – – –
32 33
34
35 36