PM icon

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 %
HIM
1276
Hillsdale Investment Management
Ontario, Canada
$188K -$699K -9,300 -79%
BAM
1277
Brave Asset Management
New Jersey
$188K – – –
CFA
1278
CT Financial Advisors
Pennsylvania
$185K – – –
BRWM
1279
B. Riley Wealth Management
Tennessee
$179K -$14.6K -195 -8%
AF
1280
Allworth Financial
California
$176K +$176K +2,330 New
VIA
1281
Vantage Investment Advisors
Pennsylvania
$170K +$93.2K +1,237 +121%
AA
1282
Apriem Advisors
California
$167K +$22.9K +305 +16%
W
1283
Wealthfront
California
$160K -$497K -6,597 -76%
TAM
1284
Troy Asset Management
United Kingdom
$158K +$46.7K +620,700 +42%
CWM
1285
Cranbrook Wealth Management
Michigan
$158K +$20.1K +266 +15%
WC
1286
Whitnell & Co
Illinois
$154K – – –
ZB
1287
Zions Bancorporation
Utah
$150K +$150K +1,976 New
WA
1288
Winfield Associates
Ohio
$149K – – –
CFN
1289
Cordasco Financial Network
Florida
$148K – – –
AC
1290
Alexandria Capital
Virginia
$148K +$300 +4 +0.2%
VC
1291
Vestor Capital
Illinois
$141K – – –
NYLIM
1292
New York Life Investment Management
New York
$136K +$52.9K +700 +64%
IRS
1293
Invictus RG (Singapore)
Singapore
$136K +$125K +1,651 +1,108%
CA
1294
CapWealth Advisors
Tennessee
$132K -$109K -1,450 -45%
WCM
1295
Wealthcare Capital Management
Virginia
$132K +$40.8K +542 +45%
RP
1296
Rowlandmiller & Partners
Georgia
$131K +$7.54K +100 +6%
SSG
1297
Summit Securities Group
New York
$130K -$187K -2,480 -59%
RBC
1298
Roble Belko & Company
Pennsylvania
$130K +$130K +1,732 New
MCM
1299
MV Capital Management
Maryland
$128K -$8.15K -108 -6%
KLWA
1300
Kelly Lawrence W & Associates
California
$126K -$128K -1,700 -50%
50 51
52
53 54