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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 %
LOCB
1326
Lombard Odier & Cie (Bahamas)
Bahamas
$68K – – –
LWA
1327
Lowe Wealth Advisors
Maryland
$68K +$3.78K +50 +6%
OFS
1328
Orrstown Financial Services
Pennsylvania
$67K -$22.5K -300 -25%
WA
1329
WealthTrust-Arizona
Arizona
$67K +$15.3K +203 +30%
GWS
1330
Glassman Wealth Services
Virginia
$66K +$75 +1 +0.1%
OC
1331
Oakworth Capital
Alabama
$64K – – –
FPFS
1332
First Personal Financial Services
North Carolina
$61K -$1.22K -16 -2%
BCMIO
1333
Beacon Capital Management Inc (Ohio)
Ohio
$61K – – –
MJP
1334
Michael J. Puzo
$61K +$61K +807 New
CYG
1335
Clean Yield Group
Vermont
$61K +$61K +808 New
HDIM
1336
Hanson & Doremus Investment Management
Vermont
$59K – – –
PSI
1337
Pinnacle Summer Investments
Virginia
$56K -$26.5K -350 -32%
LIM
1338
Longfellow Investment Management
Massachusetts
$56K – – –
RPG
1339
Risk Paradigm Group
Texas
$54.6K +$54.6K +725 New
YL
1340
YCG LLC
Texas
$53K -$151K -2,000 -74%
BWA
1341
Burt Wealth Advisors
Maryland
$53K +$75 +1 +0.1%
CCS
1342
Crosspoint Capital Strategies
California
$51K -$232K -3,084 -82%
SAM
1343
Shamrock Asset Management
Texas
$51K +$22.8K +300 +81%
GI
1344
Gradient Investments
Minnesota
$49K -$8.31K -110 -14%
TIM
1345
Tortoise Investment Management
New York
$47K – – –
GWM
1346
Gupta Wealth Management
California
$47K +$47K +629 New
GWA
1347
Genesis Wealth Advisors
Massachusetts
$46K – – –
CP
1348
Corbenic Partners
Pennsylvania
$46K -$9.82K -130 -18%
NCM
1349
Nelson Capital Management
California
$45K -$48.2K -642 -52%
FNBSF
1350
First National Bank Sioux Falls
South Dakota
$45K +$13.9K +186 +45%
52 53
54
55 56