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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 %
NEPWA
1151
New England Private Wealth Advisors
Massachusetts
$311K +$15.3K +201 +5%
WC
1152
Whitney & Co
New York
$310K -$22.6K -300 -7%
OAM
1153
Occidental Asset Management
California
$309K – – –
CCM
1154
Carlson Capital Management
Minnesota
$309K +$309K +4,096 New
PMFA
1155
Plante Moran Financial Advisors
Michigan
$308K -$55.1K -731 -15%
RFS
1156
Rockefeller Financial Services
New York
$306K +$271K +3,600 +776%
BCM
1157
Becker Capital Management
Oregon
$304K – – –
ACS
1158
Archford Capital Strategies
Illinois
$304K +$15.6K +207 +5%
HA
1159
Hamel Associates
New Jersey
$302K -$50.8K -675 -14%
SFS
1160
Summit Financial Strategies
Ohio
$300K +$2.64K +35 +0.9%
FMII
1161
Farmers & Merchants Investments Inc
Nebraska
$300K +$11.1K +147 +4%
Manulife (Manufacturers Life Insurance)
1162
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$299K -$53.7K -712,643 -15%
HBT
1163
Hills Bank & Trust
Iowa
$299K -$35.6K -471 -11%
NCM
1164
Noesis Capital Mangement
Florida
$299K +$113K +1,500 +61%
VFA
1165
Virtus Fund Advisers
Connecticut
$295K -$136K -1,805 -32%
FHB
1166
First Hawaiian Bank
Hawaii
$289K -$8.31K -110 -3%
Aristotle Capital Management
1167
Aristotle Capital Management
California
$289K – – –
OWD
1168
Osborn Williams & Donohoe
Ohio
$289K +$7.54K +100 +3%
SCM
1169
Southport Capital Management
Tennessee
$288K -$21.3K -283 -7%
LC
1170
Lourd Capital
California
$288K +$8.29K +110 +3%
FWP
1171
FAS Wealth Partners
Kansas
$287K +$20.7K +275 +8%
CG
1172
Colony Group
Massachusetts
$286K -$17.1K -227 -6%
PIM
1173
Provident Investment Management
Michigan
$286K -$11.3K -150 -4%
FM
1174
Family Management
New York
$286K – – –
FWM
1175
Frontier Wealth Management
Missouri
$286K +$39.8K +528 +16%
45 46
47
48 49