PM icon

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 %
WRM
1176
Westport Resources Management
Connecticut
$291K +$63.5K +775 +28%
CL
1177
CPWM LLC
Washington
$290K +$74.7K +912 +35%
BCM
1178
Breithorn Capital Management
New York
$289K – – –
SFI
1179
SPC Financial Inc
Maryland
$289K +$53.3K +650 +23%
MIM
1180
Midwest Investment Management
Ohio
$288K – – –
ST
1181
Semper Trust
Pennsylvania
$287K – – –
LC
1182
Lourd Capital
California
$287K – – –
AI
1183
Accredited Investors
Minnesota
$285K +$2.05K +25 +0.7%
HBT
1184
Hills Bank & Trust
Iowa
$283K -$491 -6 -0.2%
DFIM
1185
Detwiler Fenton Investment Management
Massachusetts
$282K -$40.9K -500 -13%
AWA
1186
ARS Wealth Advisors
Florida
$282K +$19.6K +240 +7%
FWP
1187
FAS Wealth Partners
Kansas
$280K -$14.2K -174 -5%
GA
1188
Glenhill Advisors
New York
$279K +$115K +1,400 +70%
SAM
1189
Strategy Asset Managers
California
$277K -$65.4K -798 -19%
RSVP
1190
Ramsay Stattman Vela & Price
Colorado
$275K – – –
MHIM
1191
MacNealy Hoover Investment Management
Ohio
$274K – – –
AI
1192
ArchPoint Investors
Florida
$272K – – –
EIA
1193
Edgemoor Investment Advisors
Maryland
$271K – – –
BGA
1194
Belmont Global Advisors
Texas
$270K – – –
CA
1195
CapWealth Advisors
Tennessee
$270K +$65.5K +800 +32%
CIP
1196
Champlain Investment Partners
Vermont
$270K +$270K +3,300 New
SCA
1197
Stillwater Capital Advisors
Pennsylvania
$267K +$41.2K +503 +18%
PBT
1198
Pictet Bank & Trust
Bahamas
$265K -$2.66M -32,470 -91%
MAM
1199
Mizuho Asset Management
Japan
$265K +$18.6K +227 +8%
GEM
1200
Global Endowment Management
North Carolina
$264K – – –
46 47
48
49 50