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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 %
DHFB
1001
Dixon Hubard Feinour & Brown
Virginia
$531K +$10.1K +134 +2%
MGAM
1002
McGowan Group Asset Management
Texas
$526K – – –
CA
1003
Cortland Associates
Missouri
$525K – – –
BPCE
1004
Bank Pictet & Cie (Europe)
Germany
$523K -$196K -2,604 -27%
SCA
1005
Stonebridge Capital Advisors
Minnesota
$522K +$15.1K +200 +3%
FANJ
1006
Financial Architects (New Jersey)
New Jersey
$522K +$40.9K +543 +9%
QAM
1007
Quantres Asset Management
Cayman Islands
$520K -$317K -4,200 -38%
SWM
1008
Strategic Wealth Management
Washington
$520K – – –
CAG
1009
Crestwood Advisors Group
Massachusetts
$518K -$53K -704 -9%
OCG
1010
Opus Capital Group
Ohio
$517K -$164K -2,175 -24%
SBH
1011
Segall Bryant & Hamill
Illinois
$517K -$75.3K -1,000 -13%
WEC
1012
Winslow Evans & Crocker
Massachusetts
$516K -$7.53K -100 -1%
MIP
1013
Marietta Investment Partners
Wisconsin
$512K – – –
BDF
1014
Balasa Dinverno & Foltz
$511K -$275K -3,652 -35%
GLI
1015
Guardian Life Insurance
New York
$509K -$158K -2,100 -24%
HHGA
1016
Halbert Hargrove Global Advisors
California
$507K +$218K +2,899 +76%
MHIC
1017
Marble Harbor Investment Counsel
Massachusetts
$506K -$30.6K -407 -6%
CCM
1018
Coldstream Capital Management
Washington
$504K -$104K -1,384 -17%
JIM
1019
Jensen Investment Management
Oregon
$503K +$45.9K +610 +10%
PVWM
1020
Point View Wealth Management
New Jersey
$500K +$136K +1,806 +37%
SHA
1021
Smith Hayes Advisers
Nebraska
$498K -$24.8K -329 -5%
WPW
1022
Waldron Private Wealth
Pennsylvania
$498K -$9.19K -122 -2%
SSB
1023
Sandy Spring Bank
Maryland
$497K -$722K -9,581 -59%
RHBC
1024
R.H. Bluestein & Co
Michigan
$493K +$493K +6,550 New
AFG
1025
American Financial Group
Ohio
$490K – – –
39 40
41
42 43