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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 %
NIM
851
Northeast Investment Management
Massachusetts
$1.01M – – –
NPIT
852
National Penn Investors Trust
Pennsylvania
$1.01M +$37.6K +462 +4%
ZF
853
Zhang Financial
Michigan
$1.01M -$11.3K -139 -1%
RMSCM
854
R.M. Sincerbeaux Capital Management
New York
$1.01M – – –
RCWMU
855
Rothschild & Co Wealth Management (UK)
United Kingdom
$1M – – –
BCP
856
Blue Chip Partners
Michigan
$998K +$998K +12,255 New
SAM
857
Symphony Asset Management
California
$991K +$401K +4,929 +68%
WKWM
858
Walter & Keenan Wealth Management
Indiana
$986K – – –
BO
859
BRR OpCo
Ohio
$984K +$16.4K +202 +2%
SAM
860
SignalPoint Asset Management
Missouri
$982K +$407 +5 +0%
ATC
861
Argent Trust Co
Tennessee
$981K +$981K +12,042 New
BAS
862
Brown Advisory Securities
Maryland
$979K -$98.6K -1,214 -9%
CPR
863
CSU Producer Resources
Ohio
$977K – – –
GHF
864
Good Harbor Financial
Illinois
$977K +$977K +12,000 New
TCOO
865
Trust Company of Oklahoma
Oklahoma
$973K -$4.07K -50 -0.4%
CCA
866
Cobblestone Capital Advisors
New York
$970K -$25.1K -308 -3%
SCM
867
Schnieders Capital Management
California
$968K +$185K +2,270 +24%
PWW
868
Pettyjohn Wood & White
Virginia
$967K +$17.7K +217 +2%
HIM
869
Hillsdale Investment Management
Ontario, Canada
$961K +$619K +7,600 +181%
WS
870
Wedbush Securities
California
$958K +$3.58K +44 +0.4%
HIC
871
Harvey Investment Company
Kentucky
$952K +$651 +8 +0.1%
CCP
872
Clarkston Capital Partners
Michigan
$950K – – –
SCA
873
Secor Capital Advisors
New York
$944K +$944K +11,585 New
FMB
874
Field & Main Bank
Kentucky
$940K +$32.6K +400 +4%
FBP
875
Flippin Bruce & Porter
Virginia
$935K -$4.07K -50 -0.4%
33 34
35
36 37