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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 %
RFS
1351
Rockefeller Financial Services
New York
$38K -$3.85K -47 -9%
MBE
1352
Michael B. Elefante
$35K +$35K +430 New
JIR
1353
James Investment Research
Ohio
$33K -$13K -157 -28%
TCCM
1354
Timber Creek Capital Management
Massachusetts
$32K +$32K +400 New
SAM
1355
Shamrock Asset Management
Texas
$30K +$30K +371 New
PO
1356
Private Ocean
California
$29K – – –
BBPWM
1357
Blue Bell Private Wealth Management
Pennsylvania
$29K +$83 +1 +0.3%
JT
1358
Jump Trading
Illinois
$20K -$30.9K -371 -61%
VCM
1359
Vigilant Capital Management
Maine
$20K -$28.4K -355 -59%
IRS
1360
Invictus RG (Singapore)
Singapore
$19K -$357K -4,478 -95%
CMBA
1361
C.M. Bidwell & Associates
Hawaii
$18K – – –
MFBTD
1362
MB Financial Bank - Trust Department
Illinois
$17K -$5.19K -65 -23%
WAS
1363
Winch Advisory Services
Wisconsin
$17K +$17K +202 New
HRC
1364
Hoertkorn Richard Charles
$16K – – –
AWM
1365
Avior Wealth Management
Nebraska
$16K +$16K +190 New
JFA
1366
JNBA Financial Advisors
Minnesota
$14K – – –
ST
1367
Spot Trading
Illinois
$12K – – –
FA
1368
Financial Advantage
Maryland
$12K – – –
CAW
1369
Cornerstone Advisors (Washington)
Washington
$12K +$3.04K +37 +34%
BCI
1370
Brinker Capital Investments
Pennsylvania
$10K – – –
WIL
1371
Winifred I. Li
$9K – – –
NMIS
1372
Northwestern Mutual Investment Services
Wisconsin
$9K +$9K +105 New
PWAG
1373
Polaris Wealth Advisory Group
California
$8K – – –
DA
1374
Dunvegan Associates
California
$8K +$8K +100 New
CFA
1375
Camarda Financial Advisors
Florida
$8K +$8K +100 New
53 54
55
56 57