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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 %
JAM
1326
Jolley Asset Management
North Carolina
$73K – – –
IWC
1327
Integrated Wealth Counsel
California
$72K – – –
PCM
1328
Prelude Capital Management
New York
$69K -$7.39K -90 -10%
PFA
1329
Paradigm Financial Advisors
Missouri
$68K -$60.9K -741 -47%
AW
1330
Alpha Windward
Massachusetts
$68K – – –
HCP
1331
Holt Capital Partners
Texas
$68K – – –
LWA
1332
Lenox Wealth Advisors
New York
$66K +$44.5K +540 +207%
NCM
1333
Nelson Capital Management
California
$65K -$178K -2,180 -73%
ATC
1334
Adirondack Trust Company
New York
$63K – – –
ACM
1335
Antonetti Capital Management
Florida
$60K – – –
LIM
1336
Longfellow Investment Management
Massachusetts
$60K – – –
OC
1337
Oakworth Capital
Alabama
$59K -$16.3K -200 -22%
YL
1338
YCG LLC
Texas
$57K – – –
HCM
1339
Horrell Capital Management
Arkansas
$55K – – –
GI
1340
Gradient Investments
Minnesota
$52K +$28.5K +346 +121%
NC
1341
NewSquare Capital
Pennsylvania
$51K -$4.73K -58 -8%
SMA
1342
Simply Money Advisors
Ohio
$49K +$49K +600 New
TF
1343
Trutina Financial
Washington
$49K +$49K +600 New
SMG
1344
Spectrum Management Group
Indiana
$47K – – –
AFIA
1345
America First Investment Advisors
Nebraska
$46K – – –
TCM
1346
TD Capital Management
Tennessee
$45K +$495 +6 +1%
BWFA
1347
Baltimore-Washington Financial Advisors
Maryland
$44K +$44K +533 New
TIM
1348
Tortoise Investment Management
New York
$41K – – –
PSI
1349
Pinnacle Summer Investments
Virginia
$40K – – –
MAS
1350
Madden Advisory Services
Florida
$39K – – –
52 53
54
55 56