PM icon

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 %
SC
976
Savant Capital
Illinois
$637K +$20.9K +255 +3%
MCM
977
Munder Capital Management
Michigan
$634K -$94.9K -1,160 -13%
PFSC
978
Peoples Financial Services Corp
Pennsylvania
$626K – – –
SCM
979
SOL Capital Management
Maryland
$623K -$72.5K -885 -10%
YIA
980
YHB Investment Advisors
Connecticut
$621K +$172K +2,100 +38%
MSR
981
Main Street Research
Connecticut
$620K +$8.19K +100 +1%
NGA
982
Naples Global Advisors
Florida
$619K +$252K +3,075 +68%
CIA
983
CCM Investment Advisers
South Carolina
$618K -$3.45M -42,104 -85%
DAM
984
Doheny Asset Management
California
$618K – – –
TNBTD
985
Trustmark National Bank Trust Department
Mississippi
$616K +$253K +3,085 +70%
SHA
986
Smith Hayes Advisers
Nebraska
$614K +$23.8K +290 +4%
WPP
987
Whalerock Point Partners
Rhode Island
$608K -$26.6K -325 -4%
BCM
988
Brookstone Capital Management
Illinois
$608K +$259K +3,165 +74%
RMDI
989
R.M. Davis Inc
Maine
$606K -$37.5K -458 -6%
PPSG
990
Princeton Portfolio Strategies Group
New Jersey
$605K -$14.7K -180 -2%
MC
991
MSF Capital
New York
$605K – – –
MCWS
992
McKinley Carter Wealth Services
West Virginia
$604K -$726K -8,875 -55%
FSC
993
Fiduciary Services Corp
Georgia
$602K -$44.9K -549 -7%
BC
994
Banced Corp
Illinois
$597K -$57.8K -706 -9%
CCP
995
Clarkston Capital Partners
Michigan
$595K +$595K +7,265 New
MHIC
996
Marble Harbor Investment Counsel
Massachusetts
$592K -$24.6K -300 -4%
GCM
997
Grisanti Capital Management
New York
$582K – – –
CCA
998
Checchi Capital Advisers
California
$581K +$170K +2,078 +41%
IB
999
Intrust Bank
Kansas
$580K -$95.5K -1,166 -14%
TNB
1000
Thomasville National Bank
Georgia
$576K +$39.2K +479 +7%
38 39
40
41 42