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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 %
ESBC
976
E.S. Barr & Co
Kentucky
$663K -$84.4K -1,037 -11%
HCM
977
Howland Capital Management
Massachusetts
$663K -$2.28K -28 -0.3%
HCA
978
Harbour Capital Advisors
Virginia
$662K -$4.89K -60 -0.7%
SC
979
Savant Capital
Illinois
$660K +$38.7K +475 +6%
CCM
980
Coldstream Capital Management
Washington
$657K -$107K -1,320 -14%
EGA
981
E&G Advisors
Texas
$655K -$81.5K -1,000 -11%
Mariner
982
Mariner
Kansas
$654K +$235K +2,885 +56%
FMWA
983
Forvis Mazars Wealth Advisors
Missouri
$651K +$5.05K +62 +0.8%
MWP
984
MYCIO Wealth Partners
Pennsylvania
$649K +$489 +6 +0.1%
MIM
985
Marco Investment Management
Georgia
$647K +$652 +8 +0.1%
GT
986
Greenleaf Trust
Michigan
$645K -$57.8K -710 -8%
GIP
987
Greatmark Investment Partners
Georgia
$642K +$16.3K +200 +3%
SBH
988
Segall Bryant & Hamill
Illinois
$641K +$3.67K +45 +0.6%
JIC
989
Joel Isaacson & Co
New York
$641K +$5.45K +67 +0.9%
MSS
990
Mitchell Sinkler & Starr
Pennsylvania
$640K -$14.2K -175 -2%
MPI
991
Mairs & Power Inc
Minnesota
$640K – – –
STI
992
Susquehanna Trust & Investment
Pennsylvania
$637K -$50K -613 -7%
TNB
993
Thomasville National Bank
Georgia
$636K +$11.2K +137 +2%
EB
994
Eastern Bank
Massachusetts
$629K -$32.5K -398 -5%
PFP
995
Pinnacle Financial Partners
Tennessee
$624K +$1.55K +19 +0.2%
BPGAM
996
BTG Pactual Global Asset Management
Bermuda
$620K -$3.04M -37,240 -83%
DD
997
Dominick & Dominick
New York
$619K -$20.4K -250 -3%
CAG
998
Crestwood Advisors Group
Massachusetts
$618K +$34.6K +424 +6%
DAM
999
Doheny Asset Management
California
$615K – – –
PWLP
1000
Prio Wealth Limited Partnership
Massachusetts
$613K -$16.8K -206 -3%
38 39
40
41 42