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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 %
BB
926
Bell Bank
North Dakota
$761K -$40K -489 -5%
WA
927
WBH Advisory
Maryland
$759K -$881K -10,776 -54%
IH
928
IFC Holdings
Florida
$757K +$51.6K +641 +7%
AIM
929
Avity Investment Management
Connecticut
$756K -$38.9K -475 -5%
IAS
930
INR Advisory Services
Pennsylvania
$755K – – –
SCM
931
Schnieders Capital Management
California
$753K -$309K -3,775 -29%
EM
932
Excalibur Management
Massachusetts
$752K +$10.6K +130 +1%
BJL
933
Brighton Jones LLC
Washington
$740K +$85.5K +1,044 +13%
MA
934
Marshwinds Advisory
Georgia
$738K -$28.6K -350 -4%
GLI
935
Guardian Life Insurance
New York
$738K -$9.25K -113 -1%
ESBC
936
E.S. Barr & Co
Kentucky
$738K +$22.9K +280 +3%
LC
937
Lakeshore Capital
Alabama
$737K -$28.7K -350 -4%
DBIA
938
Dumont & Blake Investment Advisors
New Jersey
$725K -$22.5K -275 -3%
JAFL
939
Jay A. Fishman Ltd
Michigan
$723K -$25.8K -315 -3%
LCP
940
Legacy Capital Partners
Wisconsin
$718K +$147K +1,790 +26%
AHS
941
Aspiriant Holdings S3
California
$715K +$435K +5,315 +155%
BDF
942
Balasa Dinverno & Foltz
$711K -$69.2K -846 -9%
AHB
943
Abner Herrman & Brock
New Jersey
$706K +$60.2K +735 +9%
WCM
944
Windsor Capital Management
Arizona
$702K -$67.6K -825 -9%
EB
945
Eastern Bank
Massachusetts
$701K -$94.2K -1,151 -12%
TFA
946
Toth Financial Advisory
Virginia
$701K -$32.3K -395 -4%
SBH
947
Segall Bryant & Hamill
Illinois
$697K -$32.6K -398 -4%
WS
948
Wedbush Securities
California
$697K +$139K +1,693 +25%
CCS
949
Crosspoint Capital Strategies
California
$695K +$6.96K +85 +1%
SIG
950
Schaller Investment Group
North Carolina
$693K – – –
36 37
38
39 40