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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 %
GL
1001
Globe Life
Texas
$573K -$368K -4,500 -39%
MIP
1002
Marietta Investment Partners
Wisconsin
$573K – – –
BT
1003
Bankers Trust
Iowa
$567K -$919K -11,203 -62%
BIM
1004
Barton Investment Management
Pennsylvania
$564K – – –
CAI
1005
Capital Advisors Inc
Oklahoma
$561K -$4.09K -50 -0.7%
CA
1006
Cortland Associates
Missouri
$560K – – –
NCCM
1007
Nine Chapters Capital Management
New Jersey
$557K +$557K +6,800 New
OAM
1008
Occidental Asset Management
California
$557K +$557K +6,809 New
LCM
1009
Liberty Capital Management
Michigan
$555K -$224K -2,740 -29%
ACP
1010
Aviance Capital Partners
Florida
$554K -$6.55K -80 -1%
DHFB
1011
Dixon Hubard Feinour & Brown
Virginia
$548K -$130K -1,593 -19%
CAG
1012
Crestwood Advisors Group
Massachusetts
$547K -$344K -4,198 -39%
ISB
1013
Iowa State Bank
Iowa
$545K -$11.5K -140 -2%
BOK
1014
Bank of Kentucky
Kentucky
$543K +$75.3K +920 +16%
WPW
1015
Waldron Private Wealth
Pennsylvania
$535K +$1.23K +15 +0.2%
PL
1016
Plancorp LLC
Missouri
$535K +$20.5K +250 +4%
BFA
1017
Bragg Financial Advisors
North Carolina
$533K -$19.2K -234 -3%
AFG
1018
American Financial Group
Ohio
$532K – – –
SAMC
1019
Shinko Asset Management Company
Japan
$531K -$48.6K -594 -8%
BRWM
1020
B. Riley Wealth Management
Tennessee
$529K +$529K +6,467 New
YP
1021
Yellowstone Partners
Idaho
$527K +$140K +1,710 +36%
DAC
1022
Dividend Assets Capital
South Carolina
$523K -$28.7K -350 -5%
ANRIA
1023
American National Registered Investment Advisor
Texas
$520K – – –
LP
1024
LMR Partners
United Kingdom
$519K +$519K +6,336 New
CWA
1025
Constellation Wealth Advisors
New York
$514K – – –
39 40
41
42 43