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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 %
CAM
851
Carret Asset Management
New York
$1.02M +$347K +4,232 +52%
GIS
852
Guardian Investor Services
New York
$1.01M -$50.5K -616 -5%
RMSCM
853
R.M. Sincerbeaux Capital Management
New York
$1.01M – – –
SCA
854
SAC Capital Advisors
Connecticut
$1.01M +$208K +2,535 +26%
SSWM
855
Sheets Smith Wealth Management
North Carolina
$1.01M -$263K -3,211 -21%
SAM
856
SignalPoint Asset Management
Missouri
$1.01M +$20.8K +254 +2%
GC
857
Grimes & Company
Massachusetts
$1.01M +$147K +1,797 +17%
ZIC
858
ZWJ Investment Counsel
Georgia
$1M +$73.3K +895 +8%
PCA
859
Peddock Capital Advisors
Massachusetts
$996K – – –
CCA
860
Cobblestone Capital Advisors
New York
$988K -$35.1K -429 -3%
CPR
861
CSU Producer Resources
Ohio
$982K +$982K +12,000 New
NPIT
862
National Penn Investors Trust
Pennsylvania
$980K -$48.9K -597 -5%
FBFS
863
First Business Financial Services
Wisconsin
$980K +$44.5K +543 +5%
PMG
864
ProVise Management Group
Florida
$976K +$355K +4,339 +57%
BPCE
865
Bank Pictet & Cie (Europe)
Germany
$972K -$2.95M -36,011 -75%
Lazard Asset Management
866
Lazard Asset Management
New York
$971K -$96K -1,173 -9%
DAS
867
Dynamic Advisor Solutions
Arizona
$965K -$93.4K -1,141 -9%
CIA
868
Choate Investment Advisors
Massachusetts
$958K -$130K -1,583 -12%
HIC
869
Harvey Investment Company
Kentucky
$957K +$25.5K +311 +3%
PWW
870
Pettyjohn Wood & White
Virginia
$950K +$234K +2,856 +33%
CS
871
Credential Securities
$943K +$943K +11,517 New
CC
872
Cadinha & Co
Hawaii
$942K -$11M -133,737 -92%
VNB
873
Valley National Bancorp
New York
$938K – – –
SFU
874
Stonehage Fleming (UK)
United Kingdom
$934K – – –
AC
875
Addenda Capital
Quebec, Canada
$932K +$533K +6,625 +134%
33 34
35
36 37