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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 %
FIM
1126
Freedom Investment Management
Connecticut
$353K -$25.2K -308 -7%
AAS
1127
Annex Advisory Services
Wisconsin
$351K +$351K +4,283 New
PIM
1128
Provident Investment Management
Michigan
$348K -$59.5K -727 -15%
QSS
1129
Quantitative Systematic Strategies
Florida
$345K -$1.4M -17,150 -80%
FMC
1130
First Merchants Corp
Indiana
$340K -$1.31K -16 -0.4%
CCM
1131
Catawba Capital Management
Virginia
$340K – – –
PHAM
1132
Palisades Hudson Asset Management
Florida
$340K – – –
AT
1133
Arvest Trust
Oklahoma
$339K -$6.4K -75 -2%
CIC
1134
Chase Investment Counsel
Virginia
$338K – – –
TCOT
1135
Trust Company of Toledo
Ohio
$338K +$24.6K +300 +8%
MAM
1136
Meeder Asset Management
Ohio
$335K +$24.6K +300 +8%
BCM
1137
BTR Capital Management
California
$334K – – –
LC
1138
Lilley & Co
Michigan
$333K -$2.46K -30 -0.7%
BT
1139
Beacon Trust
New Jersey
$332K +$3.69K +45 +1%
DBT
1140
Dubuque Bank & Trust
Iowa
$328K +$41.2K +503 +14%
FAT
1141
First American Trust
California
$326K -$3.07M -37,483 -90%
SIM
1142
SSI Investment Management
California
$326K -$851K -10,400 -72%
SCM
1143
Southport Capital Management
Tennessee
$325K -$163K -1,990 -33%
ATC
1144
Argent Trust Company
Louisiana
$318K -$25.7K -315 -7%
HHGA
1145
Halbert Hargrove Global Advisors
California
$318K +$30.9K +378 +11%
NEPWA
1146
New England Private Wealth Advisors
Massachusetts
$317K -$4.09K -50 -1%
TCOO
1147
Trust Company of Oklahoma
Oklahoma
$314K +$56.5K +690 +22%
SFM
1148
Signature Financial Management
Virginia
$314K -$20.5K -250 -6%
NAM
1149
NTV Asset Management
West Virginia
$313K +$409 +5 +0.1%
PGA
1150
Portland Global Advisors
Maine
$312K +$121K +1,473 +63%
44 45
46
47 48