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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 %
HW
1026
Hedeker Wealth
Illinois
$490K – – –
LA
1027
Lucus Advisors
New York
$490K +$77.1K +1,023 +19%
CNBT
1028
Canandaigua National Bank & Trust
New York
$488K -$43.5K -578 -8%
SCM
1029
SOL Capital Management
Maryland
$488K – – –
FMT
1030
First Mercantile Trust
Tennessee
$487K -$349K -4,637 -42%
BJL
1031
Brighton Jones LLC
Washington
$486K -$3.54K -47 -0.7%
SFT
1032
Simmons First Trust
Arkansas
$486K -$978 -13 -0.2%
WFG
1033
Wills Financial Group
Virginia
$482K – – –
MSR
1034
Main Street Research
Connecticut
$480K -$45.2K -600 -9%
ISB
1035
Iowa State Bank
Iowa
$478K – – –
ANRIA
1036
American National Registered Investment Advisor
Texas
$478K – – –
BFA
1037
Bragg Financial Advisors
North Carolina
$477K – – –
CWA
1038
Constellation Wealth Advisors
New York
$475K +$7.08K +94 +2%
BB
1039
Busey Bank
Illinois
$473K +$85.6K +1,137 +22%
VIM
1040
Veritas Investment Management
United Kingdom
$467K +$284K +6,200 +155%
EIM
1041
Emerson Investment Management
Massachusetts
$466K – – –
NAMP
1042
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$466K – – –
DWT
1043
Dorsey & Whitney Trust
South Dakota
$464K -$41.6K -552 -8%
NAM
1044
NTV Asset Management
West Virginia
$464K +$135K +1,799 +41%
DIA
1045
Dean Investment Associates
Ohio
$462K +$40.2K +534 +10%
AB
1046
Atlas Brown
Kentucky
$462K +$90.5K +1,201 +24%
AAMU
1047
Amundi Asset Management US
Massachusetts
$460K -$3.39K -45 -0.7%
FHC
1048
First Heartland Consultants
Missouri
$458K +$3.84K +51 +0.8%
CBT
1049
Central Bank & Trust
Kentucky
$456K -$39.8K -529 -8%
ACP
1050
Aviance Capital Partners
Florida
$456K -$25.6K -340 -5%
40 41
42
43 44