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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 %
FMB
901
Field & Main Bank
Kentucky
$827K +$424K +5,175 +105%
WIS
902
Wright Investors Service
Connecticut
$823K -$142K -1,731 -15%
CCM
903
Chilton Capital Management
Texas
$822K – – –
LPC
904
Loeb Partners Corp
New York
$819K -$903K -11,025 -52%
MM
905
Midas Management
New York
$819K – – –
PCM
906
Parsons Capital Management
Rhode Island
$818K -$156K -1,900 -16%
ALA
907
Atherton Lane Advisers
California
$816K -$8.19K -100 -1%
BHWM
908
Bar Harbor Wealth Management
New Hampshire
$814K -$100K -1,225 -11%
GSBTD
909
Glenview State Bank Trust Department
Illinois
$809K +$100K +1,225 +14%
CNBT
910
Canandaigua National Bank & Trust
New York
$800K -$64.7K -791 -7%
CBB
911
Citizens Business Bank
California
$797K -$2.4M -29,336 -75%
CA
912
Cetera Advisors
Colorado
$797K -$258K -3,164 -24%
BA
913
Boston Advisors
Massachusetts
$797K +$49.9K +609 +7%
CB
914
Chemical Bank
Michigan
$786K -$26.4K -322 -3%
RNS
915
Robert N. Shapiro
$785K -$92.1K -1,124 -10%
ZF
916
Zhang Financial
Michigan
$784K – – –
WCM
917
Wisconsin Capital Management
Wisconsin
$778K +$29.5K +360 +4%
STI
918
Susquehanna Trust & Investment
Pennsylvania
$776K -$117K -1,425 -13%
GT
919
Greenleaf Trust
Michigan
$775K -$66.9K -818 -8%
CBT
920
Central Bank & Trust
Kentucky
$772K -$4.1K -50 -0.5%
TC
921
Taylor Cottrill
New Hampshire
$772K – – –
VFS
922
VSR Financial Services
Kansas
$770K -$54.8K -670 -7%
SOAMC
923
Spirit of America Management Corp
New York
$770K +$770K +9,400 New
FWC
924
First Washington Corp
Washington
$769K – – –
EWA
925
EP Wealth Advisors
California
$762K +$18.7K +228 +3%
35 36
37
38 39