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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 %
WIM
876
Waverton Investment Management
United Kingdom
$831K – – –
WSCM
877
Wellington Shields Capital Management
New York
$821K +$3.77K +50 +0.5%
BA
878
Boston Advisors
Massachusetts
$810K +$86.7K +1,150 +12%
CCM
879
Chilton Capital Management
Texas
$807K -$7.53K -100 -0.9%
STMM
880
South Texas Money Management
Texas
$806K -$32.6K -433 -4%
GIS
881
Guardian Investor Services
New York
$805K -$5.05K -67 -0.6%
WIS
882
Wright Investors Service
Connecticut
$803K +$80.1K +1,063 +11%
EM
883
Excalibur Management
Massachusetts
$801K +$20K +265 +3%
NGA
884
Naples Global Advisors
Florida
$801K +$56.6K +751 +8%
NA
885
NewEdge Advisors
Louisiana
$797K +$41.6K +552 +6%
SAG
886
Sterne Agee Group
Alabama
$797K +$797K +10,359 New
MIC
887
MU Investments Company
Japan
$796K -$58.5K -760 -7%
CCIA
888
Campbell & Co Investment Adviser
Maryland
$785K +$785K +10,423 New
CCMG
889
Clark Capital Management Group
Pennsylvania
$784K -$47.3K -628 -6%
PIA
890
Peachtree Investment Advisors
Georgia
$780K -$4.75K -63 -0.6%
PCM
891
Parsons Capital Management
Rhode Island
$775K -$1.21K -16 -0.2%
SFSG
892
Stearns Financial Services Group
North Carolina
$775K +$18.1K +240 +2%
LKIM
893
Lawson Kroeker Investment Management
Nebraska
$772K +$772K +10,252 New
KWMG
894
King Wealth Management Group
Florida
$765K -$62.8K -834 -8%
KTC
895
Kistler-Tiffany Companies
Pennsylvania
$765K +$18.9K +251 +3%
PP
896
Patten & Patten
Tennessee
$764K +$7.53K +100 +1%
SIG
897
Schooner Investment Group
Pennsylvania
$761K -$1.9M -25,000 -71%
AIM
898
Acuity Investment Management
Ontario, Canada
$746K +$354K +4,700 +90%
LOAMS
899
Lombard Odier Asset Management (Switzerland)
Switzerland
$745K +$745K +9,843 New
AF
900
Arrow Financial
New York
$742K -$11.2K -149 -1%
34 35
36
37 38