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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 %
Victory Capital Management
1301
Victory Capital Management
Texas
$131K +$819 +10 +0.6%
CWM
1302
Cranbrook Wealth Management
Michigan
$129K -$17.2K -210 -12%
LWM
1303
Lenox Wealth Management
Ohio
$126K -$5.97K -73 -5%
OIA
1304
Optimum Investment Advisors
Illinois
$117K – – –
CPA
1305
Cowen Prime Advisors
New York
$115K – – –
BCMIO
1306
Beacon Capital Management Inc (Ohio)
Ohio
$115K +$115K +1,410 New
GAM
1307
Gemmer Asset Management
California
$113K +$113K +1,377 New
CFN
1308
Cordasco Financial Network
Florida
$111K -$4.19K -51 -4%
ZTNA
1309
Zions Trust National Association
Utah
$111K +$83.1K +1,018 +298%
LOCB
1310
Lombard Odier & Cie (Bahamas)
Bahamas
$109K – – –
CFS
1311
Community Financial System
New York
$105K – – –
TRCT
1312
Tower Research Capital (TRC)
New York
$102K -$934K -11,453 -90%
WA
1313
WealthTrust-Arizona
Arizona
$99K – – –
EWM
1314
Elite Wealth Management
Washington
$98K -$3.01M -36,872 -97%
OFS
1315
Orrstown Financial Services
Pennsylvania
$98K – – –
RIA
1316
Regal Investment Advisors
Michigan
$97K +$26.8K +329 +38%
NIM
1317
NuWave Investment Management
New Jersey
$96K -$821K -9,997 -90%
CFG
1318
CKW Financial Group
Hawaii
$95K – – –
CAL
1319
Capital Analysts LLC
Pennsylvania
$94.8K – – –
DVM
1320
Dreman Value Management
Florida
$94K – – –
NYLIM
1321
New York Life Investment Management
New York
$90K – – –
WCM
1322
Wealthcare Capital Management
Virginia
$90K +$11.2K +137 +14%
SSG
1323
Summit Securities Group
New York
$82K -$1.17M -14,300 -93%
HDIM
1324
Hanson & Doremus Investment Management
Vermont
$80K – – –
MIM
1325
Macroview Investment Management
Maryland
$74K +$2.22K +27 +3%
51 52
53
54 55