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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 %
SSM
1026
Sound Shore Management
Connecticut
$489K – – –
FHC
1027
First Heartland Consultants
Missouri
$488K +$92.7K +1,111 +23%
FC
1028
Forte Capital
New York
$487K +$487K +5,840 New
WAM
1029
Weatherly Asset Management
California
$484K +$83 +1 +0%
SGC
1030
South Georgia Capital
Illinois
$484K +$33.4K +400 +7%
DDC
1031
DF Dent & Co
Maryland
$482K – – –
BC
1032
Brinker Capital
Pennsylvania
$482K +$13.5K +162 +3%
VFA
1033
Virtus Fund Advisers
Connecticut
$477K -$1.17M -14,096 -71%
NES
1034
New England Securities
New York
$477K -$39K -468 -8%
PFM
1035
Parsec Financial Management
North Carolina
$476K +$36.6K +439 +8%
MNBTD
1036
Moody National Bank Trust Division
Texas
$475K -$20.9K -250 -4%
WPIC
1037
White Pine Investment Company
Michigan
$473K – – –
TBNY
1038
Trustco Bank (New York)
New York
$472K – – –
FLPIM
1039
F.L. Putnam Investment Management
Massachusetts
$471K +$85.4K +1,025 +22%
LCM
1040
Liberty Capital Management
Michigan
$470K -$16.7K -200 -3%
ACA
1041
Anchor Capital Advisors
Massachusetts
$470K -$5.92K -71 -1%
GC
1042
Garde Capital
Washington
$468K – – –
FIG
1043
Fusion Investment Group
Pennsylvania
$466K -$2.75K -33 -0.6%
HCM
1044
Hodges Capital Management
Texas
$463K – – –
CPP
1045
Crow Point Partners
Massachusetts
$456K +$456K +5,470 New
TCB
1046
Texas Capital Bancshares
Texas
$452K -$24.4K -293 -5%
CT
1047
Cambridge Trust
Massachusetts
$447K -$23.1K -277 -5%
DIA
1048
Dean Investment Associates
Ohio
$444K +$18.7K +224 +4%
LA
1049
Lau Associates
Delaware
$443K – – –
TCM
1050
Tanaka Capital Management
New York
$442K -$2.16K -26 -0.5%
40 41
42
43 44