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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 %
DDPIC
1226
Deroy & Devereaux Private Investment Counsel
Michigan
$246K – – –
CIC
1227
Canal Insurance Company
South Carolina
$246K – – –
WIC
1228
Wilkins Investment Counsel
Massachusetts
$246K +$246K +3,000 New
SWM
1229
Segment Wealth Management
Texas
$245K +$42.3K +518 +21%
DSAM
1230
Dock Street Asset Management
Florida
$244K – – –
SC
1231
Schulhoff & Co
Ohio
$244K +$164 +2 +0.1%
FCBT
1232
First Citizens Bank & Trust
North Carolina
$243K -$45.7K -558 -16%
MBT
1233
Montecito Bank & Trust
California
$241K -$3.76K -46 -2%
FA
1234
FCG Advisors
New Jersey
$239K -$6.64K -81 -3%
OWD
1235
Osborn Williams & Donohoe
Ohio
$238K -$77.8K -950 -25%
NCM
1236
Noesis Capital Mangement
Florida
$238K -$15.4K -188 -6%
KL
1237
Kinsight LLC
Alabama
$238K +$492 +6 +0.2%
MA
1238
MCF Advisors
Kentucky
$238K +$34.9K +426 +17%
SIMM
1239
Stillwater Investment Management (Minnesota)
Minnesota
$237K -$25.4K -310 -10%
RWM
1240
RKL Wealth Management
Pennsylvania
$234K +$234K +2,862 New
AWM
1241
Altavista Wealth Management
North Carolina
$233K – – –
LCM
1242
Lucas Capital Management
New Jersey
$232K -$41K -500 -15%
B
1243
Bailard
California
$232K -$21.9K -267 -9%
AMM
1244
American Money Management
California
$231K -$71.2K -870 -24%
PFC
1245
Phocas Financial Corp
California
$230K +$23.4K +285 +11%
LBC
1246
Lawrence B. Cohen
$229K -$20.4K -250 -8%
FNBSF
1247
First National Bank Sioux Falls
South Dakota
$229K – – –
LIM
1248
Lathrop Investment Management
Arkansas
$227K +$900 +11 +0.4%
RL
1249
Ruffer LLP
United Kingdom
$225K – – –
NA
1250
Navellier & Associates
Nevada
$224K +$224K +2,740 New
48 49
50
51 52