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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 %
IFS
1226
Ifrah Financial Services
Arkansas
$232K – – –
WFMPM
1227
Woodley Farra Manion Portfolio Management
Indiana
$230K – – –
MCM
1228
McRae Capital Management
New Jersey
$229K – – –
LJAC
1229
L.J. Altfest & Co
New York
$228K +$228K +3,024 New
DIA
1230
Denver Investment Advisors
Colorado
$228K +$228K +3,026 New
AL
1231
Agran Libbie
California
$227K +$16.9K +225 +8%
DCM
1232
Donaldson Capital Management
Indiana
$227K +$18.8K +250 +9%
PAS
1233
Partnervest Advisory Services
California
$226K -$389K -5,160 -63%
JT
1234
Jump Trading
Illinois
$226K -$129K -1,708 -36%
DDPIC
1235
Deroy & Devereaux Private Investment Counsel
Michigan
$226K -$28.3K -375 -11%
CIC
1236
Canal Insurance Company
South Carolina
$226K – – –
PFA
1237
Pure Financial Advisors
California
$225K -$13.7K -182 -6%
SC
1238
Schulhoff & Co
Ohio
$225K +$151 +2 +0.1%
QAM
1239
QCI Asset Management
New York
$225K +$5.65K +75 +3%
MIM
1240
Midwest Investment Management
Ohio
$224K -$15.1K -200 -6%
JPTCCM
1241
J.P. Turner & Co Capital Management
Georgia
$224K +$224K +2,962 New
RFA
1242
Reilly Financial Advisors
California
$223K -$532K -7,060 -70%
C
1243
CFO4Life
Texas
$222K +$7.92K +105 +4%
RT
1244
Rockland Trust
Massachusetts
$222K +$28.3K +376 +15%
WCM
1245
Weatherstone Capital Management
Colorado
$222K +$222K +2,809 New
CC
1246
Cornerstone Capital
California
$221K – – –
DOA
1247
D'Orazio & Associates
Virginia
$220K – – –
MA
1248
MCF Advisors
Kentucky
$216K +$1.81K +24 +0.8%
AMIM
1249
Aull & Monroe Investment Management
Alabama
$216K +$1.89K +25 +0.9%
SFM
1250
Signet Financial Management
New Jersey
$216K +$216K +2,866 New
48 49
50
51 52