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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 %
SFU
851
Stonehage Fleming (UK)
United Kingdom
$952K +$952K +11,410 New
SJL
852
Shayne & Jacobs LLC
Tennessee
$942K – – –
PCA
853
Peddock Capital Advisors
Massachusetts
$941K -$46.7K -560 -5%
GF
854
Gerstein Fisher
New York
$941K -$27.4K -329 -3%
PRCM
855
Pine River Capital Management
Minnesota
$936K +$936K +11,225 New
FBA
856
Front Barnett Associates
Illinois
$935K – – –
FMB
857
Field & Main Bank
Kentucky
$929K +$18.3K +219 +2%
GIS
858
Guardian Investor Services
New York
$924K -$59.2K -710 -6%
LNC
859
Lincoln National Corp
Pennsylvania
$923K +$14.4K +173 +2%
ST
860
Smithfield Trust
Pennsylvania
$918K +$25K +300 +3%
MIC
861
MU Investments Company
Japan
$910K -$92.6K -1,120 -9%
WSCM
862
Wellington Shields Capital Management
New York
$905K -$28.9K -347 -3%
BDF
863
Balasa Dinverno & Foltz
$902K +$129K +1,550 +17%
AHS
864
Aspiriant Holdings S3
California
$901K +$63K +755 +8%
OCG
865
Opus Capital Group
Ohio
$888K -$865K -10,374 -49%
WTB
866
Washington Trust Bank
Washington
$882K -$542K -6,497 -38%
STMM
867
South Texas Money Management
Texas
$880K +$32K +384 +4%
BB
868
Bell Bank
North Dakota
$879K +$79.6K +954 +10%
EM
869
Excalibur Management
Massachusetts
$871K +$105K +1,265 +14%
CCM
870
Chilton Capital Management
Texas
$869K +$16.6K +199 +2%
NSCM
871
New South Capital Management
Tennessee
$867K – – –
SFG
872
SNS Financial Group
Minnesota
$866K +$521K +6,247 +151%
FCCM
873
First City Capital Management
Georgia
$859K -$4.17K -50 -0.5%
HI
874
Hendershot Investments
Virginia
$854K -$25.9K -310 -3%
VIM
875
Veritas Investment Management
United Kingdom
$852K -$731K -8,750 -46%
33 34
35
36 37