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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 %
LBC
1251
Lawrence B. Cohen
$215K -$3.78K -50 -2%
IFB
1252
iAB Financial Bank
Indiana
$215K +$215K +2,850 New
CWG
1253
C WorldWide Group
Denmark
$214K – – –
CCM
1254
Copeland Capital Management
Pennsylvania
$213K -$5.28K -70 -2%
KL
1255
Kinsight LLC
Alabama
$212K -$7.09K -94 -3%
CL
1256
CPWM LLC
Washington
$212K -$1.81K -24 -0.8%
FAT
1257
First American Trust
California
$211K -$452 -6 -0.2%
PFC
1258
Phocas Financial Corp
California
$211K – – –
OCM
1259
One Capital Management
California
$210K -$70.6K -938 -25%
FWM
1260
Focused Wealth Management
New York
$210K -$5.2K -69 -2%
FVCM
1261
F&V Capital Management
Florida
$210K -$3.76K -50 -2%
TCOT
1262
Trust Company of Toledo
Ohio
$209K – – –
AMM
1263
American Money Management
California
$209K -$3.77K -50 -2%
SFI
1264
SPC Financial Inc
Maryland
$207K -$4.96K -66 -2%
FAM
1265
Fiduciary Asset Management
Missouri
$207K – – –
BEAM
1266
Baker Ellis Asset Management
Washington
$207K +$79.2K +1,050 +62%
WA
1267
Wheatland Advisors
Pennsylvania
$205K +$226 +3 +0.1%
IC
1268
Inverness Counsel
New York
$205K +$8.13K +108 +4%
EIA
1269
Edgemoor Investment Advisors
Maryland
$204K -$35.6K -472 -15%
KCM
1270
Kempner Capital Management
Texas
$203K +$203K +2,700 New
WCA
1271
Westover Capital Advisors
Delaware
$203K +$203K +2,701 New
BCM
1272
Breithorn Capital Management
New York
$202K – – –
PAM
1273
Premier Asset Management
Illinois
$201K -$18K -240 -8%
KA
1274
Klingman & Associates
New York
$201K – – –
GAM
1275
Gemmer Asset Management
California
$195K +$91.5K +1,218 +88%
49 50
51
52 53