PM icon

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 %
PCA
901
Peddock Capital Advisors
Massachusetts
$740K -$94.3K -1,251 -11%
SA
902
Strategic Advisors
New York
$739K +$140K +1,664 +23%
RG
903
Renaissance Group
Kentucky
$737K +$9.19K +122 +1%
CL
904
Croft-Leominster
Maryland
$734K -$2.09M -27,811 -74%
MSU
905
Maple Securities USA
New Jersey
$733K +$733K +9,729 New
FA
906
FCG Advisors
New Jersey
$727K -$49.5K -657 -6%
FPCG
907
Fort Pitt Capital Group
Pennsylvania
$725K -$58.1K -772 -7%
BA
908
Bridgewater Associates
Connecticut
$723K +$723K +9,600 New
Verition Fund Management
909
Verition Fund Management
Connecticut
$719K +$417K +5,531 +138%
Lazard Asset Management
910
Lazard Asset Management
New York
$715K -$10.6K -141 -1%
FBFS
911
First Business Financial Services
Wisconsin
$710K – – –
BHWM
912
Bar Harbor Wealth Management
New Hampshire
$704K – – –
SCM
913
Schnieders Capital Management
California
$701K -$194K -2,580 -22%
ALA
914
Atherton Lane Advisers
California
$699K -$34.4K -457 -5%
CIA
915
Choate Investment Advisors
Massachusetts
$698K -$143K -1,892 -17%
HI
916
Hendershot Investments
Virginia
$697K -$42.6K -565 -6%
TC
917
Taylor Cottrill
New Hampshire
$697K – – –
MIH
918
Madison Investment Holdings
Wisconsin
$696K +$52.7K +700 +8%
IAS
919
INR Advisory Services
Pennsylvania
$695K – – –
AIM
920
Avity Investment Management
Connecticut
$691K -$61.6K -725 -8%
NG
921
Northstar Group
New York
$686K -$12K -160 -2%
TWI
922
Thomas White International
Illinois
$682K -$733K -9,725 -52%
NCM
923
Northside Capital Management
Oregon
$679K – – –
BPM
924
Bowling Portfolio Management
Ohio
$674K -$29.1K -387 -4%
PAI
925
Pittenger & Anderson Inc
Nebraska
$672K -$1.89M -25,130 -74%
35 36
37
38 39