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Philip Morris
PM

Overview Fund Activity

1,361 hedge funds and large institutions have $90.9B invested in Philip Morris in 2014 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 524 increasing their positions, 574 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,361
Holders Change
-21
Holders Change %
-1.52%
% of All Funds
39.52%
Holding in Top 10
60
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.45%
% of All Funds
1.74%
New
54
Increased
524
Reduced
574
Closed
65
Calls
$573M
Puts
$626M
Net Calls
-$53.4M
Net Calls Change
-$147M

Top Buyers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$321M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$252M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$93.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$76.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$76M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$181M
2
MG
Meritage Group
California
-$153M
3
Goldman Sachs
Goldman Sachs
New York
-$134M
4
DSA
Davis Selected Advisers
Arizona
-$106M
5
BA
BlackRock Advisors
Delaware
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOAMC
901
Spirit of America Management Corp
New York
$784K – – –
CCM
902
Coldstream Capital Management
Washington
$783K -$1.78M -21,361 -69%
TNBTD
903
Trustmark National Bank Trust Department
Mississippi
$781K +$9.59K +115 +1%
BPCE
904
Bank Pictet & Cie (Europe)
Germany
$780K -$48.4K -580 -6%
BHWM
905
Bar Harbor Wealth Management
New Hampshire
$776K +$2.5K +30 +0.3%
BJL
906
Brighton Jones LLC
Washington
$775K +$27.7K +332 +4%
TC
907
Taylor Cottrill
New Hampshire
$771K -$14.6K -175 -2%
IAS
908
INR Advisory Services
Pennsylvania
$770K – – –
AIM
909
Avity Investment Management
Connecticut
$768K -$6.26K -75 -0.8%
ESBC
910
E.S. Barr & Co
Kentucky
$766K -$11.3K -135 -1%
CC
911
Cadinha & Co
Hawaii
$755K -$142K -1,700 -16%
EGA
912
E&G Advisors
Texas
$754K +$53.2K +638 +8%
WA
913
WBH Advisory
Maryland
$753K -$17.4K -209 -2%
LC
914
Lakeshore Capital
Alabama
$751K – – –
GLI
915
Guardian Life Insurance
New York
$741K -$9.01K -108 -1%
AHB
916
Abner Herrman & Brock
New Jersey
$738K +$18.8K +225 +3%
PIM
917
Parasol Investment Management
Illinois
$738K +$163K +1,953 +28%
AWA
918
AmeriServ Wealth Advisors
Pennsylvania
$736K -$439K -5,260 -37%
SSWM
919
Smith Salley Wealth Management
North Carolina
$734K -$414K -4,962 -36%
DBIA
920
Dumont & Blake Investment Advisors
New Jersey
$730K – – –
GSBTD
921
Glenview State Bank Trust Department
Illinois
$725K -$104K -1,245 -13%
ACP
922
Aviance Capital Partners
Florida
$725K +$66.5K +797 +10%
GT
923
Greenleaf Trust
Michigan
$720K -$61.9K -742 -8%
ACM
924
Azimuth Capital Management
Michigan
$718K +$43K +515 +6%
SA
925
Strategic Advisors
New York
$717K -$14.6K -175 -2%
35 36
37
38 39