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Philip Morris
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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 %
WA
1276
Winfield Associates
Ohio
$205K +$20.5K +250 +11%
HFS
1277
Haverford Financial Services
Pennsylvania
$203K -$12K -147 -6%
PIM
1278
Parasol Investment Management
Illinois
$202K +$192K +2,350 +1,911%
MHS
1279
M Holdings Securities
Oregon
$202K +$202K +2,464 New
AIA
1280
Arbor Investment Advisors
North Carolina
$202K +$202K +2,470 New
CCM
1281
Carlson Capital Management
Minnesota
$200K -$148K -1,813 -43%
KPCM
1282
Kings Point Capital Management
New York
$200K -$7.94K -97 -4%
WCM
1283
Weyland Capital Management
New Hampshire
$200K – – –
AC
1284
Alexandria Capital
Virginia
$195K -$107K -1,310 -36%
AF
1285
Allworth Financial
California
$195K +$2.45K +30 +1%
USGIU
1286
U.S. Global Investors (USGI)
Texas
$188K – – –
W
1287
Wealthfront
California
$185K +$185K +2,254 New
CFA
1288
CT Financial Advisors
Pennsylvania
$185K +$185K +2,450 New
JWM
1289
Jacobus Wealth Management
Wisconsin
$168K -$57K -695 -25%
Group One Trading
1290
Group One Trading
Illinois
$164K -$164K -2,000 -50%
AIM
1291
Acropolis Investment Management
Missouri
$157K -$24.6K -300 -14%
FWM
1292
Focused Wealth Management
New York
$157K +$12.9K +157 +9%
AA
1293
AlphaMark Advisors
Kentucky
$151K – – –
HCM
1294
Highlander Capital Management
New Jersey
$149K – – –
AA
1295
Apriem Advisors
California
$149K -$13.8K -168 -8%
AR
1296
Advisory Research
Illinois
$149K +$149K +1,817 New
BEAM
1297
Baker Ellis Asset Management
Washington
$147K – – –
Twin Tree Management
1298
Twin Tree Management
Texas
$141K +$141K +1,728 New
TCM
1299
Tradewinds Capital Management
Washington
$132K -$12.1K -148 -8%
VIA
1300
Vantage Investment Advisors
Pennsylvania
$131K -$2.59M -31,513 -95%
50 51
52
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