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Philip Morris
PM

Overview Fund Activity

1,430 hedge funds and large institutions have $99.7B invested in Philip Morris in 2014 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 536 increasing their positions, 532 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,430
Holders Change
+69
Holders Change %
+5.07%
% of All Funds
38.16%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
1.68%
New
149
Increased
536
Reduced
532
Closed
64
Calls
$538M
Puts
$541M
Net Calls
-$2.97M
Net Calls Change
+$50.4M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$5.14B
2
Invesco
2
Invesco
Georgia
$689M
3
State Street
3
State Street
Massachusetts
$5.04B
4
CRC
4
Cedar Rock Capital
United Kingdom
$460M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.01B

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$66.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.28B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$927M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$7.2B
5
ACM
5
Americafirst Capital Management
California
$501M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
1301
Pettee Investors
Connecticut
$209K – – –
RT
1302
Rockland Trust
Massachusetts
$209K +$209K +2,570 New
BHB
1303
Bank Hapoalim BM
Israel
$208K +$5.69K +70 +3%
AWM
1304
Altavista Wealth Management
North Carolina
$206K – – –
CCM
1305
Cohen Capital Management
California
$204K – – –
Edgewood Management
1306
Edgewood Management
Connecticut
$204K – – –
BAM
1307
Brave Asset Management
New Jersey
$204K – – –
ZIG
1308
Zuckerman Investment Group
Illinois
$204K – – –
KAH
1309
Kathryn A. Hall
$204K +$204K +2,500 New
SIC
1310
Sigma Investment Counselors
Michigan
$204K +$204K +2,503 New
CIP
1311
Convergence Investment Partners
Florida
$203K -$17.2K -211 -8%
BSWMG
1312
Barrington Strategic Wealth Management Group
Illinois
$203K +$203K +2,490 New
NCM
1313
Noesis Capital Mangement
Florida
$201K -$32.5K -400 -14%
SWM
1314
Segment Wealth Management
Texas
$201K +$244 +3 +0.1%
CFA
1315
CT Financial Advisors
Pennsylvania
$200K +$200K +2,450 New
IC
1316
Intersect Capital
California
$192K +$192K +2,354 New
WC
1317
Whitnell & Co
Illinois
$166K – – –
WA
1318
Winfield Associates
Ohio
$161K +$30.5K +375 +23%
AC
1319
Alexandria Capital
Virginia
$160K -$2.2K -27 -1%
CFN
1320
Cordasco Financial Network
Florida
$160K +$26K +320 +19%
AA
1321
Apriem Advisors
California
$156K +$8.15K +100 +6%
VC
1322
Vestor Capital
Illinois
$152K – – –
CHP
1323
Cable Hill Partners
Oregon
$152K +$152K +1,866 New
HCM
1324
Highlander Capital Management
New Jersey
$149K – – –
CWM
1325
Cranbrook Wealth Management
Michigan
$149K +$163 +2 +0.1%
51 52
53
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