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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 %
BKA
1301
Brick & Kyle Associates
Pennsylvania
$126K +$452 +6 +0.4%
WA
1302
Waverly Advisors
Alabama
$123K – – –
HCM
1303
Highlander Capital Management
New Jersey
$122K -$15K -200 -11%
JWM
1304
Jacobus Wealth Management
Wisconsin
$121K – – –
AA
1305
AlphaMark Advisors
Kentucky
$121K – – –
TWMP
1306
Taylor Wealth Management Partners
Massachusetts
$117K +$117K +1,550 New
NC
1307
NewSquare Capital
Pennsylvania
$115K – – –
CHP
1308
Cable Hill Partners
Oregon
$114K -$28.7K -375 -20%
HRIA
1309
Haberer Registered Investment Advisor
Ohio
$113K – – –
CPA
1310
Cowen Prime Advisors
New York
$105K – – –
TCM
1311
Tradewinds Capital Management
Washington
$105K – – –
AIM
1312
Acropolis Investment Management
Missouri
$103K +$103K +1,366 New
IEFM
1313
IQ EQ Fund Management
Ireland
$99K -$16.2M -190,090 -99%
LWM
1314
Lenox Wealth Management
Ohio
$97K -$11.4K -151 -11%
AWS
1315
Aris Wealth Services
Pennsylvania
$97K +$97K +1,286 New
CAL
1316
Capital Analysts LLC
Pennsylvania
$95.2K +$7.61K +101 +9%
OIA
1317
Optimum Investment Advisors
Illinois
$92K -$24.5K -325 -21%
RAM
1318
Riggs Asset Management
Pennsylvania
$92K – – –
CFG
1319
CKW Financial Group
Hawaii
$91K +$91K +1,191 New
DVM
1320
Dreman Value Management
Florida
$87K – – –
PVH
1321
Psagot Value Holdings
Israel
$87K – – –
ATC
1322
Adirondack Trust Company
New York
$80K – – –
CCA
1323
Catalyst Capital Advisors
New York
$78K -$10.7M -142,500 -99%
MIM
1324
Macroview Investment Management
Maryland
$72K +$150 +2 +0.2%
CBOA
1325
Commonwealth Bank of Australia
Australia
$68K – – –
51 52
53
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