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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 %
ACM
1251
Ashford Capital Management
Delaware
$223K -$52.8K -646 -19%
BSW
1252
Buckingham Strategic Wealth
Missouri
$222K -$277K -3,379 -55%
WA
1253
Wheatland Advisors
Pennsylvania
$222K +$82 +1 +0%
AHC
1254
Adell Harriman & Carpenter
Texas
$221K -$16.4K -200 -7%
DCM
1255
Donaldson Capital Management
Indiana
$221K -$13.3K -163 -6%
DOA
1256
D'Orazio & Associates
Virginia
$218K -$76.8K -939 -26%
FNBOH
1257
First National Bank of Hutchinson
Kansas
$218K -$28.6K -350 -12%
WIC
1258
Woodmont Investment Counsel
Tennessee
$217K +$8.2K +100 +4%
FBT
1259
Founders Bank & Trust
Michigan
$216K +$148K +1,813 +219%
AIM
1260
Aspen Investment Management
Michigan
$215K -$16.4K -200 -7%
CC
1261
Cornerstone Capital
California
$215K – – –
SFG
1262
SNS Financial Group
Minnesota
$214K -$565K -6,916 -73%
BPB
1263
Badgley, Phelps & Bell
Washington
$214K -$98.4K -1,200 -31%
IFLIT
1264
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$214K – – –
OA
1265
Outfitter Advisors
Virginia
$213K -$52.5K -641 -20%
PWP
1266
Private Wealth Partners
California
$213K +$213K +2,600 New
PI
1267
Pettee Investors
Connecticut
$210K – – –
MVA
1268
Mount Vernon Associates
Maryland
$209K – – –
S
1269
SignatureFD
Georgia
$208K -$201K -2,465 -49%
SCM
1270
Sterneck Capital Management
Missouri
$207K – – –
ZIG
1271
Zuckerman Investment Group
Illinois
$205K -$54.7K -667 -21%
CCT
1272
Country Club Trust
Missouri
$205K -$3.52K -43 -2%
BAM
1273
Brave Asset Management
New Jersey
$205K – – –
Edgewood Management
1274
Edgewood Management
Connecticut
$205K – – –
CCM
1275
Cohen Capital Management
California
$205K – – –
49 50
51
52 53