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Philip Morris
PM

Overview Fund Activity

1,430 hedge funds and large institutions have $99.7B invested in Philip Morris in 2014 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 536 increasing their positions, 532 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,430
Holders Change
+69
Holders Change %
+5.07%
% of All Funds
38.16%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
1.68%
New
149
Increased
536
Reduced
532
Closed
64
Calls
$538M
Puts
$541M
Net Calls
-$2.97M
Net Calls Change
+$50.4M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$415M
2
Invesco
Invesco
Georgia
+$361M
3
State Street
State Street
Massachusetts
+$261M
4
CRC
Cedar Rock Capital
United Kingdom
+$245M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$197M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$347M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$336M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$327M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$311M
5
ACM
Americafirst Capital Management
California
-$231M
Name Holding Trade Value Shares
Change 		Shares
Change %
MNBTD
1076
Moody National Bank Trust Division
Texas
$464K – – –
WPIC
1077
White Pine Investment Company
Michigan
$461K – – –
BCM
1078
Birmingham Capital Management
Alabama
$461K +$29.7K +365 +7%
WAM
1079
Weatherly Asset Management
California
$460K -$12.3K -151 -3%
TBNY
1080
Trustco Bank (New York)
New York
$460K – – –
GC
1081
Garde Capital
Washington
$457K – – –
DIA
1082
Dean Investment Associates
Ohio
$456K +$22.2K +272 +5%
DDC
1083
Daniel Devine & Co
Florida
$456K +$456K +5,600 New
LCM
1084
Liberty Capital Management
Michigan
$451K -$8.15K -100 -2%
FIM
1085
Freedom Investment Management
Connecticut
$451K +$106K +1,300 +31%
LA
1086
Lucus Advisors
New York
$446K +$446K +5,479 New
JC
1087
Jacobs & Co
California
$441K +$69.2K +850 +19%
AT
1088
Argent Trust
Texas
$441K +$441K +5,411 New
FCFC
1089
First Commonwealth Financial Corp
Pennsylvania
$440K -$180K -2,205 -29%
FIG
1090
Fusion Investment Group
Pennsylvania
$434K -$20.9K -257 -5%
LA
1091
Lau Associates
Delaware
$433K – – –
TC
1092
Telemus Capital
Michigan
$430K – – –
CAM
1093
Congress Asset Management
Massachusetts
$430K – – –
ACA
1094
Anchor Capital Advisors
Massachusetts
$426K -$32.5K -400 -7%
MWM
1095
Modera Wealth Management
New Jersey
$425K – – –
YIA
1096
YHB Investment Advisors
Connecticut
$424K -$60.9K -747 -13%
TCM
1097
Tanaka Capital Management
New York
$424K -$8.55K -105 -2%
AIM
1098
Acuity Investment Management
Ontario, Canada
$423K +$423K +5,200 New
SAMC
1099
Shinko Asset Management Company
Japan
$422K -$65.1K -800 -13%
BB
1100
Busey Bank
Illinois
$419K -$4.48K -55 -1%
42 43
44
45 46