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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 %
PWLP
976
Prio Wealth Limited Partnership
Massachusetts
$575K +$7.53K +100 +1%
FC
977
Forte Capital
New York
$574K +$63.4K +825 +12%
DBT
978
Dubuque Bank & Trust
Iowa
$573K +$86.2K +1,145 +18%
DAM
979
Doheny Asset Management
California
$569K – – –
PLFAM
980
Pineno Levin & Ford Asset Management
Virginia
$568K +$568K +7,539 New
MPI
981
Mairs & Power Inc
Minnesota
$565K -$26.4K -350 -4%
FSC
982
Fiduciary Services Corp
Georgia
$564K +$7.68K +102 +1%
FSA
983
Franklin Street Advisors
North Carolina
$561K +$81.4K +1,080 +17%
EB
984
Eastern Bank
Massachusetts
$560K -$20.9K -277 -4%
BOK
985
Bank of Kentucky
Kentucky
$560K -$7.54K -100 -1%
MC
986
MSF Capital
New York
$558K – – –
AHB
987
Abner Herrman & Brock
New Jersey
$556K – – –
ACM
988
Americafirst Capital Management
California
$553K +$90.1K +1,196 +19%
PFP
989
Pinnacle Financial Partners
Tennessee
$552K -$24.9K -330 -4%
PCM
990
Pointe Capital Management
Michigan
$549K +$549K +7,292 New
Jane Street
991
Jane Street
New York
$548K -$545K -7,245 -50%
VFAM
992
Valley Forge Asset Management
Pennsylvania
$548K -$2.56K -34 -0.5%
ICM
993
IMS Capital Management
Oregon
$544K +$3.17K +42 +0.6%
LC
994
Lincoln Capital
Nebraska
$542K -$2.09M -27,788 -79%
MCA
995
Mercer Capital Advisers
New Jersey
$542K – – –
CAI
996
Capital Advisors Inc
Oklahoma
$539K -$15.1K -200 -3%
VFS
997
VSR Financial Services
Kansas
$538K -$198K -2,626 -27%
PPSG
998
Princeton Portfolio Strategies Group
New Jersey
$537K – – –
GCM
999
Grisanti Capital Management
New York
$535K – – –
BIM
1000
Barton Investment Management
Pennsylvania
$534K – – –
38 39
40
41 42