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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 %
MC
876
Moors & Cabot
Massachusetts
$928K +$928K +11,338 New
SJL
877
Shayne & Jacobs LLC
Tennessee
$926K – – –
DG
878
Davidson & Garrard
Virginia
$923K -$26.2K -320 -3%
BFEC
879
Benjamin F. Edwards & Company
Missouri
$922K +$345K +4,211 +60%
SCA
880
Stonebridge Capital Advisors
Minnesota
$919K -$35.2K -430 -4%
FBA
881
Front Barnett Associates
Illinois
$918K – – –
WSCM
882
Wellington Shields Capital Management
New York
$916K -$9.17K -112 -1%
DD
883
Dominick & Dominick
New York
$906K -$6.14K -75 -0.7%
DCLA
884
Douglas C. Lane & Associates
New York
$902K +$207K +2,525 +30%
MPI
885
Mairs & Power Inc
Minnesota
$895K -$16.4K -200 -2%
GF
886
Gerstein Fisher
New York
$885K -$4.63M -56,501 -84%
RG
887
Renaissance Group
Kentucky
$879K +$3.85K +47 +0.4%
GHA
888
GW Henssler & Associates
Georgia
$878K +$43K +525 +5%
FPCM
889
Financial Partners Capital Management
New York
$878K +$148K +1,811 +20%
AF
890
Arrow Financial
New York
$876K +$9.42K +115 +1%
LNC
891
Lincoln National Corp
Pennsylvania
$875K +$18.3K +223 +2%
NSCM
892
New South Capital Management
Tennessee
$851K – – –
STMM
893
South Texas Money Management
Texas
$849K -$253K -3,095 -23%
FCCM
894
First City Capital Management
Georgia
$847K +$23.3K +285 +3%
CFA
895
Carroll Financial Associates
North Carolina
$843K +$14.2K +173 +2%
RCAG
896
Rehmann Capital Advisory Group
Michigan
$835K -$111K -1,360 -12%
KWMG
897
King Wealth Management Group
Florida
$833K -$624K -7,624 -43%
SFSG
898
Stearns Financial Services Group
North Carolina
$832K -$25.6K -313 -3%
WIC
899
Whitegate Investment Counselors
New Hampshire
$829K +$829K +8,450 New
KTC
900
Kistler-Tiffany Companies
Pennsylvania
$828K -$34.5K -421 -4%
34 35
36
37 38