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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 %
TCB
1076
Texas Capital Bancshares
Texas
$414K -$18.2K -242 -4%
WAM
1077
Wolverine Asset Management
Illinois
$413K -$293K -3,898 -42%
FIG
1078
Fusion Investment Group
Pennsylvania
$412K +$10.4K +138 +3%
TBNY
1079
Trustco Bank (New York)
New York
$411K -$15.1K -200 -4%
JC
1080
Jacobs & Co
California
$408K – – –
GC
1081
Garde Capital
Washington
$405K -$16.9K -225 -4%
NFG
1082
Nadler Financial Group
Illinois
$403K -$121K -1,610 -23%
LA
1083
Lau Associates
Delaware
$400K – – –
SGC
1084
South Georgia Capital
Illinois
$399K -$3.17M -42,100 -89%
SBWIC
1085
Schaper Benz & Wise Investment Counsel
Wisconsin
$398K +$10.8K +143 +3%
TCM
1086
Tanaka Capital Management
New York
$392K – – –
CAM
1087
Columbia Asset Management
Michigan
$391K +$32K +425 +9%
FAM
1088
Formidable Asset Management
Ohio
$390K +$336 +4 +0.1%
DDC
1089
DF Dent & Co
Maryland
$390K +$36.5K +484 +10%
TT
1090
Tiedemann Trust
Delaware
$385K – – –
BC
1091
Banced Corp
Illinois
$381K -$157K -2,090 -29%
PFS
1092
Prospera Financial Services
Texas
$381K -$226 -3 -0.1%
TWM
1093
Torch Wealth Management
Ohio
$379K -$9.43K -125 -2%
LPC
1094
Loeb Partners Corp
New York
$377K -$377K -5,000 -50%
HCM
1095
Hodges Capital Management
Texas
$377K -$7.53K -100 -2%
BC
1096
Barnett & Company
Tennessee
$377K – – –
AAIM
1097
American Assets Investment Management
California
$377K – – –
RWA
1098
Ropes Wealth Advisors
Massachusetts
$377K +$377K +5,000 New
CNC
1099
Citizens & Northern Corp
Pennsylvania
$371K – – –
RWA
1100
River Wealth Advisors
Pennsylvania
$371K +$371K +4,923 New
42 43
44
45 46