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Philip Morris
PM

Overview Fund Activity

1,430 hedge funds and large institutions have $99.7B invested in Philip Morris in 2014 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 536 increasing their positions, 532 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,430
Holders Change
+69
Holders Change %
+5.07%
% of All Funds
38.16%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
1.68%
New
149
Increased
536
Reduced
532
Closed
64
Calls
$538M
Puts
$541M
Net Calls
-$2.97M
Net Calls Change
+$50.4M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$415M
2
Invesco
Invesco
Georgia
+$361M
3
State Street
State Street
Massachusetts
+$261M
4
CRC
Cedar Rock Capital
United Kingdom
+$245M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$197M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$347M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$336M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$327M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$311M
5
ACM
Americafirst Capital Management
California
-$231M
Name Holding Trade Value Shares
Change 		Shares
Change %
EM
901
Excalibur Management
Massachusetts
$845K -$6.11K -75 -0.7%
PCM
902
Parsons Capital Management
Rhode Island
$840K +$36.4K +447 +5%
FCCM
903
First City Capital Management
Georgia
$839K – – –
SSWM
904
Smith Salley Wealth Management
North Carolina
$837K +$121K +1,490 +17%
SFG
905
SNS Financial Group
Minnesota
$834K -$11.6K -142 -1%
EWA
906
EP Wealth Advisors
California
$832K -$135K -1,660 -14%
RNS
907
Robert N. Shapiro
$828K +$28.2K +347 +4%
PIA
908
Peachtree Investment Advisors
Georgia
$821K -$112K -1,422 -12%
GF
909
Gerstein Fisher
New York
$819K -$100K -1,232 -11%
SFSG
910
Stearns Financial Services Group
North Carolina
$818K +$3.91K +48 +0.5%
PP
911
Patten & Patten
Tennessee
$818K +$13.6K +167 +2%
NA
912
NewEdge Advisors
Louisiana
$817K +$817K +10,030 New
RFA
913
Reilly Financial Advisors
California
$816K -$7.37M -90,533 -90%
AF
914
Arrow Financial
New York
$816K -$3.59K -44 -0.4%
MM
915
Midas Management
New York
$815K – – –
LPC
916
Loeb Partners Corp
New York
$814K – – –
KTC
917
Kistler-Tiffany Companies
Pennsylvania
$807K -$188K -2,309 -19%
Kayne Anderson Rudnick Investment Management
918
Kayne Anderson Rudnick Investment Management
California
$805K +$159K +1,948 +25%
NGA
919
Naples Global Advisors
Florida
$805K +$180K +2,210 +29%
TNBTD
920
Trustmark National Bank Trust Department
Mississippi
$803K +$40.5K +497 +5%
HI
921
Hendershot Investments
Virginia
$799K -$34.6K -425 -4%
VFS
922
VSR Financial Services
Kansas
$796K -$13.2K -162 -2%
WCM
923
Wisconsin Capital Management
Wisconsin
$793K – – –
ALA
924
Atherton Lane Advisers
California
$793K +$22.1K +272 +3%
Koshinski Asset Management
925
Koshinski Asset Management
Illinois
$793K +$793K +9,735 New
35 36
37
38 39