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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 %
KCM
1176
Kornitzer Capital Management
Kansas
$273K +$10.3K +123 +4%
SAM
1177
Strategy Asset Managers
California
$272K -$167 -2 -0.1%
HFS
1178
Haverford Financial Services
Pennsylvania
$271K +$271K +3,254 New
GEM
1179
Global Endowment Management
North Carolina
$269K – – –
CA
1180
CapWealth Advisors
Tennessee
$269K +$2.09K +25 +0.8%
ST
1181
Sabal Trust
Florida
$267K +$267K +3,203 New
NYLT
1182
New York Life Trust
New York
$266K -$9.43K -113 -3%
FMP
1183
Financial Management Professionals
Texas
$266K – – –
MFBTD
1184
MB Financial Bank - Trust Department
Illinois
$266K +$30.6K +364 +13%
EIA
1185
Edgemoor Investment Advisors
Maryland
$265K -$11.3K -136 -4%
OA
1186
Outfitter Advisors
Virginia
$265K – – –
MCTIC
1187
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$264K – – –
SCM
1188
Sterneck Capital Management
Missouri
$262K +$1.34K +16 +0.5%
FBT
1189
Founders Bank & Trust
Michigan
$262K +$19.3K +231 +8%
FAT
1190
First American Trust
California
$262K +$26.6K +318 +11%
OCM
1191
One Capital Management
California
$261K -$41.7K -500 -14%
OWD
1192
Osborn Williams & Donohoe
Ohio
$261K +$10.4K +125 +4%
S
1193
SignatureFD
Georgia
$261K +$48.6K +583 +23%
GSC
1194
Ground Swell Capital
South Carolina
$261K +$113K +1,360 +77%
QI
1195
Quotient Investors
New York
$259K – – –
DIP
1196
DT Investment Partners
Pennsylvania
$259K +$259K +3,100 New
PM
1197
Parametrica Management
Hong Kong
$258K +$25.1K +300 +11%
TFCP
1198
Twin Focus Capital Partners
Massachusetts
$256K -$416 -5 -0.2%
IFS
1199
Ifrah Financial Services
Arkansas
$256K – – –
ACM
1200
Argent Capital Management
Missouri
$256K – – –
46 47
48
49 50