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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 %
OAM
1076
Occidental Asset Management
California
$410K -$91.7K -1,100 -18%
1SB
1077
1ST Source Bank
Indiana
$410K -$20.3K -243 -5%
CNC
1078
Citizens & Northern Corp
Pennsylvania
$410K -$10.1K -121 -2%
QIM
1079
Quest Investment Management
Oregon
$409K – – –
OAC
1080
OMERS Administration Corp
Ontario, Canada
$409K +$117K +1,400 +40%
PI
1081
PineBridge Investments
New York
$408K -$308K -3,697 -43%
TFO
1082
Tarbox Family Office
California
$406K -$21.8K -261 -5%
TWM
1083
Torch Wealth Management
Ohio
$404K – – –
TCM
1084
Texan Capital Management
Texas
$403K -$33.3K -400 -8%
GHA
1085
GW Henssler & Associates
Georgia
$402K – – –
SBWIC
1086
Schaper Benz & Wise Investment Counsel
Wisconsin
$402K +$33.4K +400 +9%
MBT
1087
Montecito Bank & Trust
California
$402K +$134K +1,600 +50%
CAM
1088
Columbia Asset Management
Michigan
$401K +$72.9K +875 +22%
CHC
1089
City Holding Co
West Virginia
$400K – – –
BP
1090
Ballentine Partners
Massachusetts
$399K -$6.25K -75 -2%
PFS
1091
Prospera Financial Services
Texas
$398K +$417 +5 +0.1%
SAS
1092
Spectrum Advisory Services
Georgia
$398K +$8.34K +100 +2%
EFSCE
1093
Enterprise Financial Services Corp (EFSC)
Missouri
$394K -$15.9K -190 -4%
BMC
1094
Benin Management Corp
Connecticut
$394K +$3K +36 +0.8%
AIM
1095
Arcadia Investment Management
Michigan
$392K – – –
WA
1096
Waverly Advisors
Alabama
$391K -$8.26K -99 -2%
HA
1097
Hamel Associates
New Jersey
$391K – – –
BFG
1098
Bouchey Financial Group
New York
$390K +$23.4K +281 +6%
LK
1099
Lumbard & Kellner
New Hampshire
$385K -$57.5K -690 -13%
CIC
1100
Cornercap Investment Counsel
Georgia
$385K +$385K +4,617 New
42 43
44
45 46