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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 %
MG
1126
MDE Group
New Jersey
$351K -$38.4K -460 -10%
HIM
1127
Hillsdale Investment Management
Ontario, Canada
$350K -$75K -900 -18%
PMFA
1128
Plante Moran Financial Advisors
Michigan
$350K +$1.67K +20 +0.5%
PHAM
1129
Palisades Hudson Asset Management
Florida
$347K – – –
DVM
1130
Dreman Value Management
Florida
$347K +$12.1K +145 +4%
WRM
1131
Westport Resources Management
Connecticut
$346K +$41.7K +501 +14%
CIC
1132
Chase Investment Counsel
Virginia
$345K – – –
NEPWA
1133
New England Private Wealth Advisors
Massachusetts
$338K +$15.5K +186 +5%
FMC
1134
First Merchants Corp
Indiana
$337K -$12.5K -150 -4%
CC
1135
Courier Capital
New York
$337K +$916 +11 +0.3%
FMII
1136
Farmers & Merchants Investments Inc
Nebraska
$333K +$3.59K +43 +1%
SIM
1137
SSI Investment Management
California
$327K – – –
ABTD
1138
Arvest Bank Trust Division
Oklahoma
$326K +$326K +3,906 New
RSVP
1139
Ramsay Stattman Vela & Price
Colorado
$323K +$8.34K +100 +3%
Aristotle Capital Management
1140
Aristotle Capital Management
California
$320K -$88.5K -1,062 -22%
PGA
1141
Portland Global Advisors
Maine
$318K – – –
FM
1142
Family Management
New York
$316K +$13.1K +157 +4%
TCOT
1143
Trust Company of Toledo
Ohio
$314K -$4.58K -55 -1%
HHGA
1144
Halbert Hargrove Global Advisors
California
$313K -$11.8K -141 -4%
FVCM
1145
F&V Capital Management
Florida
$311K – – –
CG
1146
Clinton Group
New York
$310K +$310K +3,721 New
MLL
1147
Moody Lynn & Lieberson
Massachusetts
$305K -$14.6K -175 -5%
LC
1148
Lourd Capital
California
$303K +$7.18K +86 +2%
SAA
1149
Southeast Asset Advisors
Georgia
$302K – – –
BHTS
1150
Bar Harbor Trust Services
Maine
$301K – – –
44 45
46
47 48