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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 %
QIM
1151
Quest Investment Management
Oregon
$309K -$8.94M -109,174 -97%
Kayne Anderson Rudnick Investment Management
1152
Kayne Anderson Rudnick Investment Management
California
$308K +$92.7K +1,130 +43%
MLL
1153
Moody Lynn & Lieberson
Massachusetts
$307K +$307K +3,744 New
FVCM
1154
F&V Capital Management
Florida
$305K +$1.64K +20 +0.5%
SAM
1155
Sawgrass Asset Management
Florida
$304K -$77.8K -950 -20%
MCM
1156
Marathon Capital Management
Maryland
$304K – – –
IMS
1157
Index Management Solutions
Pennsylvania
$304K +$252K +3,082 +490%
HBWM
1158
Hollow Brook Wealth Management
New York
$303K +$40.9K +500 +16%
PAA
1159
Peregrine Asset Advisers
Oregon
$303K +$111K +1,350 +57%
ACS
1160
Archford Capital Strategies
Illinois
$302K +$302K +3,683 New
Capstone Investment Advisors
1161
Capstone Investment Advisors
New York
$300K +$300K +3,674 New
FM
1162
Family Management
New York
$298K +$298K +3,635 New
TH
1163
Timber Hill
Connecticut
$298K +$298K +3,643 New
SAA
1164
Southeast Asset Advisors
Georgia
$297K -$164K -2,000 -36%
OCM
1165
One Capital Management
California
$297K +$297K +3,626 New
CAM
1166
Columbia Asset Management
Michigan
$296K +$20.5K +250 +7%
BHTS
1167
Bar Harbor Trust Services
Maine
$295K -$36.8K -450 -11%
PTC
1168
Philadelphia Trust Company
Pennsylvania
$295K -$16.4K -200 -5%
ACM
1169
Argyle Capital Management
Pennsylvania
$295K – – –
NPA
1170
Nichols & Pratt Advisers
Massachusetts
$295K – – –
FMII
1171
Farmers & Merchants Investments Inc
Nebraska
$294K -$139K -1,700 -32%
CHAM
1172
Clear Harbor Asset Management
Connecticut
$294K – – –
TDC
1173
Thompson Davis & Co
Virginia
$292K -$48.7K -595 -14%
NSIM
1174
North Star Investment Management
Illinois
$292K – – –
RCA
1175
Rex Capital Advisors
Rhode Island
$292K – – –
45 46
47
48 49