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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 %
BCM
1051
Birmingham Capital Management
Alabama
$441K – – –
TC
1052
Telemus Capital
Michigan
$441K – – –
OC
1053
Oarsman Capital
Wisconsin
$441K +$20.9K +250 +5%
BC
1054
Burney Company
Virginia
$440K -$40.2K -482 -8%
CAM
1055
Congress Asset Management
Massachusetts
$440K -$15K -180 -3%
MAM
1056
Mizuho Asset Management
Japan
$439K +$104K +1,251 +31%
ST
1057
Semper Trust
Pennsylvania
$436K +$144K +1,725 +49%
MWM
1058
Modera Wealth Management
New Jersey
$436K +$436K +5,223 New
GIM
1059
Greylin Investment Management
Virginia
$434K – – –
DBT
1060
Dubuque Bank & Trust
Iowa
$434K +$20.4K +245 +5%
BB
1061
Busey Bank
Illinois
$434K +$45.2K +542 +12%
BT
1062
Beacon Trust
New Jersey
$434K +$64.1K +768 +17%
FHB
1063
First Hawaiian Bank
Hawaii
$430K -$4.35K -52 -1%
Mariner
1064
Mariner
Kansas
$429K -$105K -1,254 -20%
EWM
1065
Empirical Wealth Management
Washington
$428K +$428K +5,128 New
HPCM
1066
High Pointe Capital Management
Illinois
$426K -$2.71M -32,450 -86%
TT
1067
Tiedemann Trust
Delaware
$426K – – –
GIM
1068
Goelzer Investment Management
Indiana
$425K -$2.7M -32,393 -86%
CCB
1069
Cutter & Co Brokerage
Missouri
$423K +$250 +3 +0.1%
EA
1070
Emerald Advisers
Pennsylvania
$419K -$180K -2,152 -30%
AB
1071
Atlas Brown
Kentucky
$418K -$31.1K -373 -7%
FNFDCM
1072
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$417K -$16.7K -200 -4%
SWA
1073
SFMG Wealth Advisors
Texas
$415K -$1.5K -18 -0.4%
BCM
1074
BTC Capital Management
Iowa
$414K +$414K +4,973 New
FAM
1075
Formidable Asset Management
Ohio
$413K +$356 +4 +0.1%
41 42
43
44 45