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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 %
JRP
951
Jasper Ridge Partners
California
$691K – – –
TWA
952
TCI Wealth Advisors
Arizona
$689K -$469K -3,688 -41%
DWT
953
Dorsey & Whitney Trust
South Dakota
$689K -$291K -3,555 -30%
AA
954
Ancora Advisors
Ohio
$689K – – –
EA
955
Emerald Advisers
Pennsylvania
$688K -$36.2K -442 -5%
PAWC
956
P.A.W. Capital
Connecticut
$688K +$115K +1,400 +20%
GIP
957
Greatmark Investment Partners
Georgia
$686K +$81.9K +1,000 +14%
VFAM
958
Valley Forge Asset Management
Pennsylvania
$677K -$416K -5,072 -38%
RIM
959
Regent Investment Management
Kentucky
$676K +$144K +1,762 +27%
CIC
960
Chilton Investment Company
Connecticut
$673K – – –
PWLP
961
Prio Wealth Limited Partnership
Massachusetts
$672K -$34.4K -420 -5%
CTI
962
Community Trust & Investment
Kentucky
$671K +$671K +8,200 New
HCA
963
Harbour Capital Advisors
Virginia
$670K – – –
MIM
964
Marco Investment Management
Georgia
$668K -$198K -2,414 -23%
RAM
965
Redmond Asset Management
Virginia
$668K – – –
PFP
966
Pinnacle Financial Partners
Tennessee
$666K -$1.7M -20,763 -72%
NAMP
967
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$662K – – –
MWP
968
MYCIO Wealth Partners
Pennsylvania
$658K -$8.18K -100 -1%
MSS
969
Mitchell Sinkler & Starr
Pennsylvania
$658K – – –
CA
970
Cornerstone Advisors
North Carolina
$655K – – –
WPC
971
White Pine Capital
Minnesota
$654K -$16.4K -200 -2%
HCM
972
Howland Capital Management
Massachusetts
$653K +$184K +2,250 +39%
ACM
973
Azimuth Capital Management
Michigan
$652K +$95.8K +1,170 +17%
PAS
974
Partnervest Advisory Services
California
$646K +$19.1K +233 +3%
JIC
975
Joel Isaacson & Co
New York
$639K – – –
37 38
39
40 41