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Philip Morris
PM

Overview Fund Activity

1,361 hedge funds and large institutions have $90.9B invested in Philip Morris in 2014 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 524 increasing their positions, 574 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,361
Holders Change
-21
Holders Change %
-1.52%
% of All Funds
39.52%
Holding in Top 10
60
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.45%
% of All Funds
1.74%
New
54
Increased
524
Reduced
574
Closed
65
Calls
$573M
Puts
$626M
Net Calls
-$53.4M
Net Calls Change
-$147M

Top Buyers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$321M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$252M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$93.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$76.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$76M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$181M
2
MG
Meritage Group
California
-$153M
3
Goldman Sachs
Goldman Sachs
New York
-$134M
4
DSA
Davis Selected Advisers
Arizona
-$106M
5
BA
BlackRock Advisors
Delaware
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
1276
Jacobus Wealth Management
Wisconsin
$171K – – –
WC
1277
Whitnell & Co
Illinois
$170K -$3K -36 -2%
HRIA
1278
Haberer Registered Investment Advisor
Ohio
$167K -$1.03M -12,303 -86%
AC
1279
Alexandria Capital
Virginia
$166K -$32.3K -388 -16%
AIM
1280
Acropolis Investment Management
Missouri
$160K – – –
VC
1281
Vestor Capital
Illinois
$156K +$156K +1,868 New
HCM
1282
Highlander Capital Management
New Jersey
$152K – – –
CWM
1283
Cranbrook Wealth Management
Michigan
$152K +$20.6K +247 +16%
AA
1284
Apriem Advisors
California
$151K – – –
WCM
1285
Westend Capital Management
California
$149K +$149K +1,736 New
AA
1286
AlphaMark Advisors
Kentucky
$142K -$12.5K -150 -8%
BEAM
1287
Baker Ellis Asset Management
Washington
$141K – – –
CFN
1288
Cordasco Financial Network
Florida
$138K +$25.1K +300 +22%
WA
1289
Winfield Associates
Ohio
$134K -$75.1K -900 -36%
NC
1290
NewSquare Capital
Pennsylvania
$127K – – –
LWM
1291
Lenox Wealth Management
Ohio
$121K -$2K -24 -2%
CPA
1292
Cowen Prime Advisors
New York
$117K – – –
TCM
1293
Tradewinds Capital Management
Washington
$116K – – –
GAM
1294
Gemmer Asset Management
California
$115K – – –
Cohen & Steers
1295
Cohen & Steers
New York
$111K -$752K -9,000 -87%
BMM
1296
Buffington Mohr McNeal
Idaho
$108K – – –
BCMIO
1297
Beacon Capital Management Inc (Ohio)
Ohio
$101K – – –
WCM
1298
Wealthcare Capital Management
Virginia
$101K – – –
RAM
1299
Riggs Asset Management
Pennsylvania
$101K +$101K +1,217 New
OFS
1300
Orrstown Financial Services
Pennsylvania
$100K – – –
50 51
52
53 54