PM icon

Philip Morris
PM

Overview Fund Activity

1,361 hedge funds and large institutions have $90.9B invested in Philip Morris in 2014 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 524 increasing their positions, 574 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,361
Holders Change
-21
Holders Change %
-1.52%
% of All Funds
39.52%
Holding in Top 10
60
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.45%
% of All Funds
1.74%
New
54
Increased
524
Reduced
574
Closed
65
Calls
$573M
Puts
$626M
Net Calls
-$53.4M
Net Calls Change
-$147M

Top Buyers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$321M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$252M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$93.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$76.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$76M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$181M
2
MG
Meritage Group
California
-$153M
3
Goldman Sachs
Goldman Sachs
New York
-$134M
4
DSA
Davis Selected Advisers
Arizona
-$106M
5
BA
BlackRock Advisors
Delaware
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
1001
Financial Architects (New Jersey)
New Jersey
$539K +$29.5K +354 +6%
VF
1002
Virtu Financial
New York
$538K +$538K +6,456 New
WFG
1003
Wills Financial Group
Virginia
$534K -$13K -156 -2%
ANRIA
1004
American National Registered Investment Advisor
Texas
$530K – – –
BFA
1005
Bragg Financial Advisors
North Carolina
$528K – – –
W
1006
Wealthfront
California
$528K +$112K +1,341 +27%
MCWS
1007
McKinley Carter Wealth Services
West Virginia
$524K -$43.2K -518 -8%
BC
1008
Barnett & Company
Tennessee
$522K +$18.4K +221 +4%
PFSC
1009
Peoples Financial Services Corp
Pennsylvania
$521K -$117K -1,400 -18%
CT
1010
Coastline Trust
Rhode Island
$520K -$6.68K -80 -1%
CWA
1011
Constellation Wealth Advisors
New York
$519K -$4.17K -50 -0.8%
PHIMC
1012
Private Harbour Investment Management & Counsel
Ohio
$518K -$1.27M -15,170 -71%
FSA
1013
Franklin Street Advisors
North Carolina
$518K +$4.17K +50 +0.8%
NAMP
1014
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$515K – – –
EIM
1015
Emerson Investment Management
Massachusetts
$515K +$153K +1,840 +42%
AAMU
1016
Amundi Asset Management US
Massachusetts
$513K -$110K -1,323 -18%
DY
1017
Dowling & Yahnke
California
$509K +$75K +900 +17%
CFA
1018
Carroll Financial Associates
North Carolina
$506K -$468K -5,322 -48%
IC
1019
InterOcean Capital
Illinois
$506K -$247K -2,966 -33%
PL
1020
Plancorp LLC
Missouri
$504K +$504K +6,043 New
MPM
1021
Meritage Portfolio Management
Kansas
$502K – – –
RC
1022
RBF Capital
California
$500K – – –
WOC
1023
West Oak Capital
California
$499K -$4.17K -50 -0.8%
SAMC
1024
Shinko Asset Management Company
Japan
$499K – – –
YIA
1025
YHB Investment Advisors
Connecticut
$496K -$170K -2,038 -26%
39 40
41
42 43