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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 %
FLPIM
1076
F.L. Putnam Investment Management
Massachusetts
$418K -$2.75M -33,608 -87%
FNFDCM
1077
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$418K -$16.4K -200 -4%
WC
1078
Whitnell & Co
Illinois
$418K – – –
CCB
1079
Cutter & Co Brokerage
Missouri
$415K -$7.94K -97 -2%
ITIM
1080
Indiana Trust & Investment Management
Indiana
$412K -$810K -9,900 -66%
BP
1081
Ballentine Partners
Massachusetts
$410K -$19.1K -234 -4%
CNC
1082
Citizens & Northern Corp
Pennsylvania
$409K -$245 -3 -0.1%
HIM
1083
Hillsdale Investment Management
Ontario, Canada
$409K – – –
AAIM
1084
American Assets Investment Management
California
$409K – – –
DIA
1085
Dean Investment Associates
Ohio
$405K +$29.4K +359 +8%
ICM
1086
IMS Capital Management
Oregon
$404K +$23.6K +289 +6%
EFSCE
1087
Enterprise Financial Services Corp (EFSC)
Missouri
$403K -$60.1K -733 -13%
SBWIC
1088
Schaper Benz & Wise Investment Counsel
Wisconsin
$401K – – –
BCM
1089
Bluefin Capital Management
New York
$400K -$1.75M -20,069 -81%
ACA
1090
Anchor Capital Advisors
Massachusetts
$397K – – –
TWM
1091
Torch Wealth Management
Ohio
$397K +$6.14K +75 +2%
FAM
1092
Formidable Asset Management
Ohio
$393K +$170 +2 +0%
WA
1093
Waverly Advisors
Alabama
$392K -$76.1K -929 -16%
SAS
1094
Spectrum Advisory Services
Georgia
$391K – – –
SAM
1095
Summit Asset Management
Tennessee
$391K +$654 +8 +0.2%
BA
1096
Bridgewater Advisors
New York
$391K +$6.46K +79 +2%
ST
1097
Stifel Trust
Missouri
$386K -$163K -1,995 -30%
NFG
1098
Nadler Financial Group
Illinois
$386K -$49.1K -599 -11%
AIM
1099
Arcadia Investment Management
Michigan
$385K +$385K +4,700 New
BMC
1100
Benin Management Corp
Connecticut
$384K -$41K -500 -10%
42 43
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