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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 %
FNFDCM
1101
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$369K -$7.53K -100 -2%
YIA
1102
YHB Investment Advisors
Connecticut
$366K -$25.7K -341 -7%
CA
1103
Callahan Advisors
Texas
$366K +$226 +3 +0.1%
BC
1104
Burney Company
Virginia
$366K +$70.2K +932 +24%
TFO
1105
Tarbox Family Office
California
$365K -$527 -7 -0.1%
SAMC
1106
Shinko Asset Management Company
Japan
$364K -$26.9K -357 -7%
BP
1107
Ballentine Partners
Massachusetts
$364K +$1.51K +20 +0.4%
FCFC
1108
First Commonwealth Financial Corp
Pennsylvania
$362K -$44.8K -595 -11%
NDSI
1109
Newman Dignan & Sheerar Inc
Rhode Island
$360K +$1.51K +20 +0.4%
BMC
1110
Benin Management Corp
Connecticut
$356K – – –
GHA
1111
GW Henssler & Associates
Georgia
$355K – – –
OC
1112
Oarsman Capital
Wisconsin
$355K – – –
FLPIM
1113
F.L. Putnam Investment Management
Massachusetts
$354K -$89.2K -1,184 -20%
GIM
1114
Goelzer Investment Management
Indiana
$354K -$24.5K -325 -6%
CAM
1115
Congress Asset Management
Massachusetts
$353K -$45.3K -600 -11%
MWAN
1116
Mariner Wealth Advisors (NYC)
Kansas
$353K +$353K +4,691 New
SAS
1117
Spectrum Advisory Services
Georgia
$352K – – –
TC
1118
Telemus Capital
Michigan
$351K -$47.3K -627 -12%
CIC
1119
Chilton Investment Company
Connecticut
$349K -$971K -12,890 -74%
TCM
1120
Texan Capital Management
Texas
$349K -$15.1K -200 -4%
1SB
1121
1ST Source Bank
Indiana
$348K -$15.1K -200 -4%
KFS
1122
Kurt F. Somerville
$347K – – –
CC
1123
Courier Capital
New York
$346K +$40.1K +532 +13%
CPS
1124
Counsel Portfolio Services
Ontario, Canada
$344K – – –
BFG
1125
Bouchey Financial Group
New York
$344K – – –
43 44
45
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