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Philip Morris
PM

Overview Fund Activity

1,430 hedge funds and large institutions have $99.7B invested in Philip Morris in 2014 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 536 increasing their positions, 532 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,430
Holders Change
+69
Holders Change %
+5.07%
% of All Funds
38.16%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
1.68%
New
149
Increased
536
Reduced
532
Closed
64
Calls
$538M
Puts
$541M
Net Calls
-$2.97M
Net Calls Change
+$50.4M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$415M
2
Invesco
Invesco
Georgia
+$361M
3
State Street
State Street
Massachusetts
+$261M
4
CRC
Cedar Rock Capital
United Kingdom
+$245M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$197M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$347M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$336M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$327M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$311M
5
ACM
Americafirst Capital Management
California
-$231M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHA
1026
Smith Hayes Advisers
Nebraska
$565K -$23.9K -293 -4%
SWM
1027
Strategic Wealth Management
Washington
$563K -$12.2K -150 -2%
DHFB
1028
Dixon Hubard Feinour & Brown
Virginia
$563K – – –
MIP
1029
Marietta Investment Partners
Wisconsin
$554K -$16.3K -200 -3%
IC
1030
IKOS CIF
Cyprus
$554K +$554K +6,748 New
LOAME
1031
Lombard Odier Asset Management (Europe)
United Kingdom
$554K +$554K +6,800 New
FCH
1032
Freestone Capital Holdings
Washington
$550K +$550K +6,750 New
SCA
1033
Stonebridge Capital Advisors
Minnesota
$548K -$114K -1,398 -17%
WPW
1034
Waldron Private Wealth
Pennsylvania
$548K – – –
DWT
1035
Dorsey & Whitney Trust
South Dakota
$546K -$24.4K -300 -4%
FC
1036
Forte Capital
New York
$541K +$65.2K +800 +14%
Victory Capital Management
1037
Victory Capital Management
Texas
$538K +$538K +6,600 New
CBT
1038
Central Bank & Trust
Kentucky
$537K -$21.2K -260 -4%
BJL
1039
Brighton Jones LLC
Washington
$529K -$227K -2,792 -30%
AFG
1040
American Financial Group
Ohio
$529K – – –
HW
1041
Hedeker Wealth
Illinois
$529K +$529K +6,500 New
SCM
1042
SOL Capital Management
Maryland
$528K – – –
DAC
1043
Dividend Assets Capital
South Carolina
$527K – – –
DBT
1044
Dubuque Bank & Trust
Iowa
$527K +$103K +1,265 +24%
SFT
1045
Simmons First Trust
Arkansas
$527K +$527K +6,470 New
ACP
1046
Aviance Capital Partners
Florida
$521K -$188K -2,300 -26%
WFG
1047
Wills Financial Group
Virginia
$521K – – –
FANJ
1048
Financial Architects (New Jersey)
New Jersey
$520K -$5.78K -71 -1%
FSA
1049
Franklin Street Advisors
North Carolina
$519K +$12.2K +150 +2%
ISB
1050
Iowa State Bank
Iowa
$517K -$24.8K -305 -5%
40 41
42
43 44