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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 %
IB
926
Intrust Bank
Kansas
$715K +$71K +851 +11%
MIH
927
Madison Investment Holdings
Wisconsin
$712K -$10.6K -127 -1%
JAFL
928
Jay A. Fishman Ltd
Michigan
$707K -$29.9K -358 -4%
SIG
929
Schaller Investment Group
North Carolina
$706K – – –
TWA
930
TCI Wealth Advisors
Arizona
$705K +$3.76K +45 +0.5%
STI
931
Susquehanna Trust & Investment
Pennsylvania
$703K – – –
PAWC
932
P.A.W. Capital
Connecticut
$701K – – –
VFAM
933
Valley Forge Asset Management
Pennsylvania
$698K +$34.2K +410 +5%
TFA
934
Toth Financial Advisory
Virginia
$697K -$16.8K -201 -2%
MA
935
Marshwinds Advisory
Georgia
$690K -$61.8K -741 -8%
WCM
936
Windsor Capital Management
Arizona
$688K -$14.4K -173 -2%
RIM
937
Regent Investment Management
Kentucky
$688K – – –
HCA
938
Harbour Capital Advisors
Virginia
$682K – – –
WIS
939
Wright Investors Service
Connecticut
$681K -$12.1K -145 -2%
HCM
940
Howland Capital Management
Massachusetts
$681K +$8K +96 +1%
YP
941
Yellowstone Partners
Idaho
$679K +$117K +1,401 +21%
SCA
942
Stonebridge Capital Advisors
Minnesota
$678K +$44.3K +531 +7%
EB
943
Eastern Bank
Massachusetts
$677K -$55.4K -663 -8%
PAS
944
Partnervest Advisory Services
California
$677K +$21.5K +258 +3%
IH
945
IFC Holdings
Florida
$673K +$35.7K +428 +6%
MSS
946
Mitchell Sinkler & Starr
Pennsylvania
$670K – – –
MWP
947
MYCIO Wealth Partners
Pennsylvania
$664K -$7.59K -91 -1%
MIM
948
Marco Investment Management
Georgia
$662K -$24.5K -294 -4%
FMWA
949
Forvis Mazars Wealth Advisors
Missouri
$661K -$22.7K -272 -3%
Kayne Anderson Rudnick Investment Management
950
Kayne Anderson Rudnick Investment Management
California
$661K +$233K +2,791 +54%
36 37
38
39 40