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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 %
DDC
926
Daniel Devine & Co
Florida
$670K +$248K +3,300 +59%
AWA
927
AmeriServ Wealth Advisors
Pennsylvania
$665K – – –
MCM
928
Mork Capital Management
California
$663K – – –
AA
929
Ancora Advisors
Ohio
$655K -$708K -8,694 Closed
GSBTD
930
Glenview State Bank Trust Department
Illinois
$655K – – –
FMWA
931
Forvis Mazars Wealth Advisors
Missouri
$655K +$53.4K +709 +9%
GF
932
Gerstein Fisher
New York
$652K -$105K -1,392 -14%
CS
933
Comerica Securities
Michigan
$652K +$652K +8,654 New
SSWM
934
Smith Salley Wealth Management
North Carolina
$645K -$130K -1,723 -17%
KCM
935
Karp Capital Management
California
$644K -$14.5K -193 -2%
TWA
936
TCI Wealth Advisors
Arizona
$644K +$3.84K +51 +0.6%
LC
937
Lakeshore Capital
Alabama
$643K -$36.7K -487 -5%
ACM
938
Azimuth Capital Management
Michigan
$643K -$1.51K -20 -0.2%
IH
939
IFC Holdings
Florida
$640K -$16.9K -220 -3%
JAFL
940
Jay A. Fishman Ltd
Michigan
$639K – – –
SIG
941
Schaller Investment Group
North Carolina
$637K – – –
PAWC
942
P.A.W. Capital
Connecticut
$633K – – –
WCM
943
Windsor Capital Management
Arizona
$632K +$1.73K +23 +0.3%
YP
944
Yellowstone Partners
Idaho
$631K +$9.42K +125 +2%
SC
945
Savant Capital
Illinois
$627K +$17.2K +228 +3%
GIP
946
Greatmark Investment Partners
Georgia
$624K +$30.1K +400 +5%
ST
947
Smithfield Trust
Pennsylvania
$623K -$190K -2,528 -23%
WTB
948
Washington Trust Bank
Washington
$623K -$22.6K -300 -3%
TFA
949
Toth Financial Advisory
Virginia
$623K -$7.16K -95 -1%
TC
950
Trust Company
Kansas
$623K +$623K +8,270 New
36 37
38
39 40