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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 %
LI
1101
Lafayette Investments
Maryland
$384K – – –
BCM
1102
BTR Capital Management
California
$382K +$41.7K +500 +12%
JC
1103
Jacobs & Co
California
$381K +$41.7K +500 +12%
CPS
1104
Counsel Portfolio Services
Ontario, Canada
$380K – – –
CIP
1105
Champlain Investment Partners
Vermont
$375K +$100K +1,200 +36%
BCM
1106
Becker Capital Management
Oregon
$373K – – –
CAL
1107
Capital Advisors Ltd
Ohio
$373K +$2.25K +27 +0.6%
CA
1108
Callahan Advisors
Texas
$370K -$8.09K -97 -2%
HBT
1109
Hills Bank & Trust
Iowa
$370K +$81.1K +971 +28%
Manulife (Manufacturers Life Insurance)
1110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$370K -$48.3K -579,508 -12%
HFM
1111
Hartford Financial Management
Connecticut
$369K -$42.4K -509 -10%
NDSI
1112
Newman Dignan & Sheerar Inc
Rhode Island
$368K +$2.84K +34 +0.8%
SAM
1113
Summit Asset Management
Tennessee
$366K +$583 +7 +0.2%
SFM
1114
Signature Financial Management
Virginia
$365K +$32.6K +390 +10%
BRWM
1115
B. Riley Wealth Management
Tennessee
$364K -$164K -1,963 -31%
NAM
1116
NTV Asset Management
West Virginia
$363K +$44K +528 +14%
HI
1117
Hudock Inc
Pennsylvania
$362K +$334 +4 +0.1%
AAS
1118
Annex Advisory Services
Wisconsin
$361K +$21.9K +263 +6%
Capstone Investment Advisors
1119
Capstone Investment Advisors
New York
$360K -$4.54M -54,549 -93%
CCM
1120
Catawba Capital Management
Virginia
$359K – – –
SCM
1121
Southport Capital Management
Tennessee
$359K +$9.85K +118 +3%
WC
1122
Whitney & Co
New York
$355K +$5K +60 +1%
PIM
1123
Provident Investment Management
Michigan
$354K -$8.33K -100 -2%
FIM
1124
Freedom Investment Management
Connecticut
$353K -$2.83K -34 -0.8%
TDC
1125
Thompson Davis & Co
Virginia
$352K +$54.3K +650 +18%
43 44
45
46 47