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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
$4.63B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.3B
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.62B
4
WRF
Waddell & Reed Financial
Kansas
$1.11B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$192M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$7.39B
2
State Street
State Street
Massachusetts
$5.16B
3
MC
Montag & Caldwell
Georgia
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.79B
5
BA
BlackRock Advisors
Delaware
$423M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCTC
1376
Perkins Coie Trust Company
Washington
$6K – – –
TFA
1377
Transamerica Financial Advisors
Florida
$5K -$312K -3,429 -98%
CCM
1378
Carderock Capital Management
Maryland
$5K +$5K +61 New
CFSG
1379
Community Financial Services Group
Vermont
$4K +$4K +43 New
GC
1380
Globeflex Capital
California
$3K – – –
MSFP
1381
Mark Sheptoff Financial Planning
Connecticut
$3K +$3K +40 New
SCP
1382
Syntal Capital Partners
Texas
$871 +$871 +10,640 New
FPCG
1383
Fort Pitt Capital Group
Pennsylvania
$798 -$80 -1 -9%
TT
1384
Tiedemann Trust
Delaware
$400 -$862 -10,534 -68%
MC
1385
Montag & Caldwell
Georgia
– -$232M -2,658,391 Closed
EA
1386
Euclid Advisors
Connecticut
– -$73.7M -845,910 Closed
CCM
1387
Cornerstone Capital Management
Minnesota
– -$69.6M -799,022 Closed
CC
1388
Carlson Capital
Texas
– -$60.7M -697,056 Closed
NAM
1389
NorthCoast Asset Management
Connecticut
– -$45.4M -520,541 Closed
MC
1390
Muhlenkamp & Co
Pennsylvania
– -$21.4M -245,487 Closed
AL
1391
Airain Ltd
Guernsey
– -$15M -171,949 Closed
BC
1392
Balestra Capital
New York
– -$14.2M -162,537 Closed
GIM
1393
Gyrus Investment Management
Ontario, Canada
– -$9.55M -103,125 Closed
BMCMI
1394
Bryn Mawr Capital Management Inc
Pennsylvania
– -$8.71M -100,000 Closed
WCM Investment Management
1395
WCM Investment Management
California
– -$7.99M -91,661 Closed
Walleye Trading
1396
Walleye Trading
New York
– -$6.76M -77,573 Closed
Voloridge Investment Management
1397
Voloridge Investment Management
Florida
– -$6.4M -73,400 Closed
PRCM
1398
Pine River Capital Management
Minnesota
– -$6.05M -69,479 Closed
WHG
1399
Westwood Holdings Group
Texas
– -$5.63M -64,628 Closed
Alyeska Investment Group
1400
Alyeska Investment Group
Illinois
– -$5.6M -64,322 Closed
54 55
56
57 58