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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 %
WFMPM
1201
Woodley Farra Manion Portfolio Management
Indiana
$255K – – –
RWM
1202
RKL Wealth Management
Pennsylvania
$255K +$83 +1 +0%
MCM
1203
McRae Capital Management
New Jersey
$254K – – –
QAM
1204
QCI Asset Management
New York
$254K – – –
MHS
1205
M Holdings Securities
Oregon
$253K +$253K +19,145 New
SFI
1206
SPC Financial Inc
Maryland
$252K -$25.6K -307 -9%
CCM
1207
Copeland Capital Management
Pennsylvania
$250K -$37.1K -444 -13%
CIC
1208
Canal Insurance Company
South Carolina
$250K – – –
WIC
1209
Wilkins Investment Counsel
Massachusetts
$250K – – –
DDPIC
1210
Deroy & Devereaux Private Investment Counsel
Michigan
$250K – – –
SC
1211
Schulhoff & Co
Ohio
$249K +$167 +2 +0.1%
MA
1212
MCF Advisors
Kentucky
$246K +$9.1K +111 +4%
FWM
1213
Focused Wealth Management
New York
$246K +$36.1K +433 +17%
FFA
1214
Fragasso Financial Advisors
Pennsylvania
$246K +$246K +2,945 New
PFA
1215
Pure Financial Advisors
California
$245K -$918 -11 -0.4%
UAS
1216
United Asset Strategies
New York
$245K +$11.4K +137 +5%
TPP
1217
Triangle Peak Partners
California
$244K +$2.34K +28 +1%
PAM
1218
Premier Asset Management
Illinois
$243K -$12.5K -150 -5%
KPCM
1219
Kings Point Capital Management
New York
$243K – – –
NCM
1220
Noesis Capital Mangement
Florida
$240K -$2.93K -35 -1%
AMIM
1221
Aull & Monroe Investment Management
Alabama
$237K – – –
CL
1222
CPWM LLC
Washington
$236K +$2K +24 +0.9%
AMM
1223
American Money Management
California
$235K – – –
SCA
1224
Strategic Capital Alternatives
United States
$235K +$235K +2,814 New
PFC
1225
Phocas Financial Corp
California
$234K – – –
47 48
49
50 51