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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 %
FIM
1051
Freedom Investment Management
Connecticut
$454K +$36.6K +486 +9%
CM
1052
Capital Management
Virginia
$452K -$535K -7,100 -54%
RC
1053
RBF Capital
California
$452K – – –
CB
1054
Community Bank
New York
$452K +$3.76K +50 +0.8%
WOC
1055
West Oak Capital
California
$451K – – –
DY
1056
Dowling & Yahnke
California
$445K +$7.54K +100 +2%
PFM
1057
Parsec Financial Management
North Carolina
$443K +$73.9K +981 +20%
MBT
1058
Montecito Bank & Trust
California
$440K +$5.42K +72 +1%
WPP
1059
Whalerock Point Partners
Rhode Island
$439K -$22.6K -300 -5%
CCT
1060
Chemung Canal Trust
New York
$437K -$90.4K -1,200 -17%
WAM
1061
Weatherly Asset Management
California
$432K +$7.15K +95 +2%
MMPW
1062
Mitchell McLeod Pugh & Williams
Alabama
$430K – – –
ACM
1063
Arlington Capital Management
Illinois
$429K -$13K -172 -3%
MNBTD
1064
Moody National Bank Trust Division
Texas
$429K – – –
BC
1065
Brinker Capital
Pennsylvania
$428K -$16.7K -221 -4%
WPIC
1066
White Pine Investment Company
Michigan
$427K – – –
WA
1067
Wealth Architects
California
$425K -$18.3K -243 -4%
CT
1068
Cambridge Trust
Massachusetts
$424K -$112K -1,490 -21%
BCM
1069
Birmingham Capital Management
Alabama
$422K -$4.52K -60 -1%
CHC
1070
City Holding Co
West Virginia
$420K -$23K -305 -5%
QIM
1071
Quest Investment Management
Oregon
$418K +$47.5K +630 +13%
LCM
1072
Liberty Capital Management
Michigan
$417K – – –
AT
1073
Argent Trust
Texas
$417K +$9.34K +124 +2%
EA
1074
Emerald Advisers
Pennsylvania
$416K +$16.8K +203 +4%
BSW
1075
Buckingham Strategic Wealth
Missouri
$416K +$54.7K +725 +15%
41 42
43
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