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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 %
MHIM
1201
MacNealy Hoover Investment Management
Ohio
$252K – – –
S
1202
SignatureFD
Georgia
$252K +$9.79K +130 +4%
WP
1203
WealthPLAN Partners
Nebraska
$250K +$250K +3,318 New
RB
1204
Rodgers Brothers
Pennsylvania
$249K +$22.6K +300 +10%
Squarepoint
1205
Squarepoint
New York
$249K +$249K +3,301 New
UAS
1206
United Asset Strategies
New York
$248K +$19.3K +231 +8%
LCM
1207
Lucas Capital Management
New Jersey
$247K – – –
IC
1208
Intersect Capital
California
$245K +$48.2K +577 +25%
PCM
1209
Princeton Capital Management
New Jersey
$244K -$1.07M -14,183 -81%
CM
1210
Cornerstone Management
Georgia
$244K -$15.1K -200 -6%
GEM
1211
Global Endowment Management
North Carolina
$243K – – –
AWM
1212
AllSquare Wealth Management
New York
$242K -$37.6K -500 -13%
TDC
1213
Thompson Davis & Co
Virginia
$242K -$32.1K -426 -12%
VWM
1214
Vector Wealth Management
Minnesota
$241K -$14.3K -190 -6%
FMP
1215
Financial Management Professionals
Texas
$241K – – –
OA
1216
Outfitter Advisors
Virginia
$240K – – –
PG
1217
Patten Group
Tennessee
$240K – – –
MCTIC
1218
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$239K – – –
KCM
1219
Kornitzer Capital Management
Kansas
$237K – – –
SAA
1220
Southeast Asset Advisors
Georgia
$236K – – –
WRM
1221
Westport Resources Management
Connecticut
$234K -$26.3K -349 -10%
QI
1222
Quotient Investors
New York
$234K – – –
BCM
1223
Bienville Capital Management
New York
$233K – – –
ACM
1224
Argent Capital Management
Missouri
$232K -$1.13K -15 -0.5%
IFS
1225
Ifrah Financial Services
Arkansas
$232K – – –
47 48
49
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