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Philip Morris
PM

Overview Fund Activity

1,430 hedge funds and large institutions have $99.7B invested in Philip Morris in 2014 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 536 increasing their positions, 532 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,430
Holders Change
+69
Holders Change %
+5.07%
% of All Funds
38.16%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
1.68%
New
149
Increased
536
Reduced
532
Closed
64
Calls
$538M
Puts
$541M
Net Calls
-$2.97M
Net Calls Change
+$50.4M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$5.14B
2
Invesco
Invesco
Georgia
$689M
3
State Street
State Street
Massachusetts
$5.04B
4
CRC
Cedar Rock Capital
United Kingdom
$460M
5
Vanguard Group
Vanguard Group
Pennsylvania
$7.01B

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$66.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.28B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$927M
4
Capital Research Global Investors
Capital Research Global Investors
California
$7.2B
5
ACM
Americafirst Capital Management
California
$501M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
1226
Founders Bank & Trust
Michigan
$271K +$15.3K +188 +6%
AI
1227
ArchPoint Investors
Florida
$270K – – –
NYLT
1228
New York Life Trust
New York
$270K +$10.3K +126 +4%
LCM
1229
Lucas Capital Management
New Jersey
$267K – – –
FWM
1230
Frontier Wealth Management
Missouri
$266K +$266K +3,266 New
HFM
1231
Hartford Financial Management
Connecticut
$263K -$97.6K -1,200 -27%
GEM
1232
Global Endowment Management
North Carolina
$262K – – –
S
1233
SignatureFD
Georgia
$262K +$7.09K +87 +3%
CA
1234
CapWealth Advisors
Tennessee
$261K -$2.04K -25 -0.8%
FMP
1235
Financial Management Professionals
Texas
$261K – – –
EIA
1236
Edgemoor Investment Advisors
Maryland
$259K – – –
OA
1237
Outfitter Advisors
Virginia
$259K – – –
PG
1238
Patten Group
Tennessee
$259K +$259K +3,182 New
MIM
1239
Midwest Investment Management
Ohio
$258K -$8.13K -100 -3%
MCTIC
1240
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$258K – – –
PFA
1241
Pure Financial Advisors
California
$258K +$19K +234 +8%
FI
1242
FormulaFolio Investments
Michigan
$258K +$258K +3,168 New
MLL
1243
Moody Lynn & Lieberson
Massachusetts
$257K -$40.7K -500 -14%
KCM
1244
Kornitzer Capital Management
Kansas
$257K -$10K -123 -4%
SAA
1245
Southeast Asset Advisors
Georgia
$255K -$40.8K -500 -14%
QI
1246
Quotient Investors
New York
$252K – – –
ACM
1247
Argent Capital Management
Missouri
$252K +$1.22K +15 +0.5%
BCM
1248
Bienville Capital Management
New York
$252K +$252K +3,095 New
IFS
1249
Ifrah Financial Services
Arkansas
$250K – – –
TFCP
1250
Twin Focus Capital Partners
Massachusetts
$250K – – –
48 49
50
51 52