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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 %
RG
926
Renaissance Group
Kentucky
$787K -$652 -8 -0.1%
Lazard Asset Management
927
Lazard Asset Management
New York
$785K +$11.5K +141 +1%
VNA
928
Valley National Advisers
Pennsylvania
$784K +$784K +8,995 New
BA
929
Boston Advisors
Massachusetts
$782K – – –
WIS
930
Wright Investors Service
Connecticut
$781K +$116K +1,420 +17%
BPCE
931
Bank Pictet & Cie (Europe)
Germany
$777K +$15.5K +190 +2%
PIM
932
Parasol Investment Management
Illinois
$775K +$54.2K +665 +8%
FBFS
933
First Business Financial Services
Wisconsin
$768K -$8.15K -100 -1%
SOAMC
934
Spirit of America Management Corp
New York
$766K – – –
WAM
935
Wolverine Asset Management
Illinois
$764K +$693K +8,514 +979%
BHWM
936
Bar Harbor Wealth Management
New Hampshire
$762K +$4.07K +50 +0.5%
ANBTV
937
American National Bank & Trust (Virginia)
Virginia
$761K +$121K +1,490 +19%
MRCM
938
M&R Capital Management
New Jersey
$758K -$329K -4,033 -30%
NG
939
Northstar Group
New York
$755K +$755K +9,272 New
TC
940
Taylor Cottrill
New Hampshire
$753K – – –
IAS
941
INR Advisory Services
Pennsylvania
$752K – – –
OCG
942
Opus Capital Group
Ohio
$737K -$132K -1,615 -15%
LC
943
Lakeshore Capital
Alabama
$734K +$977 +12 +0.1%
NCM
944
Northside Capital Management
Oregon
$734K +$734K +9,012 New
SIA
945
Stancorp Investment Advisers
Oregon
$733K +$733K +8,998 New
RMDI
946
R.M. Davis Inc
Maine
$726K +$97.8K +1,200 +16%
AIM
947
Avity Investment Management
Connecticut
$721K -$28.5K -350 -4%
GLI
948
Guardian Life Insurance
New York
$721K -$2.44K -30 -0.3%
WA
949
WBH Advisory
Maryland
$719K -$16.2K -199 -2%
AWA
950
AmeriServ Wealth Advisors
Pennsylvania
$719K – – –
36 37
38
39 40