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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 %
PVWM
1101
Point View Wealth Management
New Jersey
$384K – – –
HA
1102
Hamel Associates
New Jersey
$384K – – –
WEC
1103
Winslow Evans & Crocker
Massachusetts
$382K -$72.9K -891 -16%
FSA
1104
Franklin Street Advisors
North Carolina
$382K -$36.8K -450 -9%
PVH
1105
Psagot Value Holdings
Israel
$381K +$41K +500 +12%
LI
1106
Lafayette Investments
Maryland
$377K – – –
WC
1107
Whitney & Co
New York
$377K +$24.6K +300 +7%
PFS
1108
Prospera Financial Services
Texas
$377K +$124K +1,518 +49%
DDC
1109
DF Dent & Co
Maryland
$375K -$57.4K -700 -13%
BB
1110
Busey Bank
Illinois
$374K -$19.8K -242 -5%
JC
1111
Jacobs & Co
California
$374K – – –
FIG
1112
Fusion Investment Group
Pennsylvania
$373K -$1.35M -16,461 -78%
CC
1113
Capital Counsel
New York
$373K -$129K -1,570 -26%
CPS
1114
Counsel Portfolio Services
Ontario, Canada
$373K – – –
BCM
1115
Becker Capital Management
Oregon
$372K – – –
CA
1116
Callahan Advisors
Texas
$371K -$7.94K -97 -2%
NDSI
1117
Newman Dignan & Sheerar Inc
Rhode Island
$366K -$6.62K -81 -2%
CAL
1118
Capital Advisors Ltd
Ohio
$362K +$143K +1,741 +65%
MG
1119
MDE Group
New Jersey
$361K +$54.5K +665 +18%
BFG
1120
Bouchey Financial Group
New York
$360K – – –
CICI
1121
Capital Investment Counsel Inc
North Carolina
$360K +$8.19K +100 +2%
CIP
1122
Convergence Investment Partners
Florida
$357K -$92.4K -1,127 -21%
CHC
1123
City Holding Co
West Virginia
$356K +$12.3K +150 +4%
EIM
1124
Emerson Investment Management
Massachusetts
$355K -$15.9K -194 -4%
HI
1125
Hudock Inc
Pennsylvania
$354K +$245 +3 +0.1%
43 44
45
46 47