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Philip Morris
PM

Overview Fund Activity

1,382 hedge funds and large institutions have $89.1B invested in Philip Morris in 2014 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 502 increasing their positions, 608 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,382
Holders Change
-18
Holders Change %
-1.29%
% of All Funds
39.94%
Holding in Top 10
74
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-18.68%
% of All Funds
2.14%
New
82
Increased
502
Reduced
608
Closed
87
Calls
$611M
Puts
$633M
Net Calls
-$22.5M
Net Calls Change
+$35.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$817M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$261M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$227M
4
WRF
Waddell & Reed Financial
Kansas
+$198M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$192M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$602M
2
State Street
State Street
Massachusetts
-$399M
3
MC
Montag & Caldwell
Georgia
-$232M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$201M
5
BA
BlackRock Advisors
Delaware
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
1051
Atlas Brown
Kentucky
$460K +$39.8K +486 +9%
CT
1052
Cambridge Trust
Massachusetts
$458K -$60.1K -735 -12%
OC
1053
Oarsman Capital
Wisconsin
$457K -$81.8K -1,000 -15%
RC
1054
Reik & Co
New York
$454K +$36K +440 +9%
B
1055
Bellecapital
Switzerland
$450K – – –
RAM
1056
RWC Asset Management
United Kingdom
$449K +$53.3K +652 +13%
IC
1057
InterOcean Capital
Illinois
$448K +$49.2K +601 +12%
LK
1058
Lumbard & Kellner
New Hampshire
$447K – – –
HCM
1059
Hilton Capital Management
New York
$440K +$440K +5,380 New
1SB
1060
1ST Source Bank
Indiana
$438K -$16.4K -200 -4%
TCM
1061
Tanaka Capital Management
New York
$438K – – –
VF
1062
Virtu Financial
New York
$437K +$233K +2,842 +114%
LA
1063
Lau Associates
Delaware
$435K – – –
TC
1064
Telemus Capital
Michigan
$433K -$328 -4 -0.1%
BCM
1065
Birmingham Capital Management
Alabama
$433K +$2.78K +34 +0.6%
PFM
1066
Parsec Financial Management
North Carolina
$431K -$76.3K -933 -15%
TCM
1067
Texan Capital Management
Texas
$429K – – –
MCM
1068
Moore Capital Management
New York
$426K -$1.62M -19,798 -79%
DY
1069
Dowling & Yahnke
California
$426K -$24.1K -295 -5%
TFO
1070
Tarbox Family Office
California
$426K -$1.15K -14 -0.3%
GIM
1071
Greylin Investment Management
Virginia
$426K – – –
CC
1072
Courier Capital
New York
$425K +$5.24K +64 +1%
Manulife (Manufacturers Life Insurance)
1073
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$424K +$140K +1,710,049 +49%
HFM
1074
Hartford Financial Management
Connecticut
$424K +$163 +2 +0%
SWA
1075
SFMG Wealth Advisors
Texas
$420K -$39.3K -480 -9%
41 42
43
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