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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 %
MCM
951
Mork Capital Management
California
$717K +$717K +8,800 New
IH
952
IFC Holdings
Florida
$713K +$40.3K +483 +6%
KCM
953
Karp Capital Management
California
$712K +$712K +8,738 New
NIMI
954
Natixis Investment Managers International
France
$712K +$712K +8,746 New
W
955
Wealthfront
California
$710K +$195K +2,395 +38%
GSBTD
956
Glenview State Bank Trust Department
Illinois
$708K – – –
AA
957
Ancora Advisors
Ohio
$708K +$106K +1,300 +18%
WTB
958
Washington Trust Bank
Washington
$699K -$163K -2,001 -19%
ACM
959
Azimuth Capital Management
Michigan
$697K -$4.07K -50 -0.6%
IB
960
Intrust Bank
Kansas
$696K -$2.61K -32 -0.4%
MIH
961
Madison Investment Holdings
Wisconsin
$696K – – –
OSAM
962
O'Shaughnessy Asset Management
Connecticut
$693K -$13.4M -165,062 -95%
TWA
963
TCI Wealth Advisors
Arizona
$692K +$3.99K +49 +0.6%
JAFL
964
Jay A. Fishman Ltd
Michigan
$690K – – –
ED
965
Exane Derivatives
France
$690K +$690K +8,477 New
SIG
966
Schaller Investment Group
North Carolina
$689K – – –
PAWC
967
P.A.W. Capital
Connecticut
$684K – – –
WCM
968
Windsor Capital Management
Arizona
$682K +$10K +123 +1%
PWAP
969
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$681K -$992K -12,172 -59%
TFA
970
Toth Financial Advisory
Virginia
$681K – – –
CC
971
Cadinha & Co
Hawaii
$676K -$61.1K -750 -8%
RIM
972
Regent Investment Management
Kentucky
$672K – – –
YP
973
Yellowstone Partners
Idaho
$672K +$8.56K +105 +1%
MA
974
Marshwinds Advisory
Georgia
$666K -$8.15K -100 -1%
PAS
975
Partnervest Advisory Services
California
$664K +$3.01K +37 +0.5%
37 38
39
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