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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 %
TCOO
851
Trust Company of Oklahoma
Oklahoma
$899K – – –
PP
852
Paloma Partners
Connecticut
$897K -$90.1K -1,196 -9%
RCWMU
853
Rothschild & Co Wealth Management (UK)
United Kingdom
$896K -$30.9K -410 -3%
CCP
854
Clarkston Capital Partners
Michigan
$889K +$10.2K +135 +1%
SOAMC
855
Spirit of America Management Corp
New York
$889K +$181K +2,400 +26%
BO
856
BRR OpCo
Ohio
$887K -$23.5K -312 -3%
HIC
857
Harvey Investment Company
Kentucky
$880K -$602 -8 -0.1%
KL
858
KWMG LLC
Kansas
$877K +$456K +5,345 +108%
PIM
859
Parasol Investment Management
Illinois
$872K +$156K +2,070 +22%
CAM
860
Centre Asset Management
New York
$868K -$142K -1,880 -14%
FMB
861
Field & Main Bank
Kentucky
$868K -$1.88K -25 -0.2%
NPIT
862
National Penn Investors Trust
Pennsylvania
$866K -$71K -942 -8%
CCA
863
Cobblestone Capital Advisors
New York
$865K -$31.8K -422 -4%
AHS
864
Aspiriant Holdings S3
California
$865K +$49.5K +657 +6%
GC
865
Grimes & Company
Massachusetts
$864K -$362K -4,801 -30%
FBP
866
Flippin Bruce & Porter
Virginia
$864K – – –
LNC
867
Lincoln National Corp
Pennsylvania
$863K +$14.8K +196 +2%
SFU
868
Stonehage Fleming (UK)
United Kingdom
$860K – – –
BB
869
Bell Bank
North Dakota
$855K +$37.9K +503 +5%
PWW
870
Pettyjohn Wood & White
Virginia
$853K -$41.4K -550 -5%
SJL
871
Shayne & Jacobs LLC
Tennessee
$851K – – –
PFBT
872
Parkside Financial Bank & Trust
Missouri
$846K +$50.4K +669 +6%
MRCM
873
M&R Capital Management
New Jersey
$845K +$144K +1,914 +21%
SFG
874
SNS Financial Group
Minnesota
$839K +$68.1K +904 +9%
FBA
875
Front Barnett Associates
Illinois
$834K -$20.3K -270 -2%
33 34
35
36 37