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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 %
CG
1201
Colony Group
Massachusetts
$264K +$173K +2,119 +191%
RHFI
1202
Reilly Herbert Faulkner III
$263K – – –
NYLT
1203
New York Life Trust
New York
$262K -$1.72K -21 -0.7%
VWM
1204
Vector Wealth Management
Minnesota
$262K -$82 -1 -0%
FMP
1205
Financial Management Professionals
Texas
$262K – – –
KCM
1206
Kornitzer Capital Management
Kansas
$262K +$12.3K +150 +5%
FTI
1207
Fiduciary Trust International
Massachusetts
$261K +$261K +3,188 New
PMFA
1208
Plante Moran Financial Advisors
Michigan
$260K -$128K -1,556 -33%
MCTIC
1209
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$259K -$81.8K -1,000 -24%
FHC
1210
First Heartland Consultants
Missouri
$254K -$236K -2,888 -48%
QI
1211
Quotient Investors
New York
$254K – – –
PFA
1212
Pure Financial Advisors
California
$254K +$60.4K +745 +31%
TPP
1213
Triangle Peak Partners
California
$253K – – –
G
1214
GlobalBridge
Minnesota
$253K +$19K +232 +8%
SFSIG
1215
San Francisco Sentry Investment Group
California
$252K -$13.5K -164 -5%
IFS
1216
Ifrah Financial Services
Arkansas
$252K – – –
ACM
1217
Argent Capital Management
Missouri
$252K – – –
OWP
1218
Obermeyer Wealth Partners
Colorado
$252K +$252K +3,077 New
BHB
1219
Bank Hapoalim BM
Israel
$251K -$71.2K -870 -22%
WCF
1220
West Coast Financial
California
$251K -$29.5K -361 -11%
PAM
1221
Premier Asset Management
Illinois
$251K – – –
WFMPM
1222
Woodley Farra Manion Portfolio Management
Indiana
$250K -$16.4K -200 -6%
QAM
1223
QCI Asset Management
New York
$250K -$3.36K -41 -1%
TCMG
1224
TSP Capital Management Group
New Jersey
$250K -$263K – –
MCM
1225
McRae Capital Management
New Jersey
$249K – – –
47 48
49
50 51