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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
$6.34B
2
CRC
Cedar Rock Capital
United Kingdom
$906M
3
Capital International Investors
Capital International Investors
California
$762M
4
Ameriprise
Ameriprise
Minnesota
$1.17B
5
Vanguard Group
Vanguard Group
Pennsylvania
$6.68B

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.14B
2
Capital Research Global Investors
Capital Research Global Investors
California
$6.2B
3
State Street
State Street
Massachusetts
$4.35B
4
Morgan Stanley
Morgan Stanley
New York
$1.23B
5
AllianceBernstein
AllianceBernstein
Tennessee
$337M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
1376
Winch Advisory Services
Wisconsin
$16K +$16K +212 New
HRC
1377
Hoertkorn Richard Charles
$15K – – –
SHJ
1378
Sharkey, Howes & Javer
Colorado
$15K +$15K +200 New
TFA
1379
Transamerica Financial Advisors
Florida
$14K +$14K +185 New
JFA
1380
JNBA Financial Advisors
Minnesota
$13K – – –
TJHA
1381
Thomas J. Herzfeld Advisors
Florida
$13K +$6.31K +85 +94%
SAC
1382
Smith Affiliated Capital
New York
$11.3K -$12.2K – –
CPIG
1383
Chicago Partners Investment Group
Illinois
$11K -$6.01K -76 -35%
FA
1384
Financial Advantage
Maryland
$11K – – –
DA
1385
Dunvegan Associates
California
$8K – – –
PCTC
1386
Perkins Coie Trust Company
Washington
$6K – – –
AWM
1387
Avior Wealth Management
Nebraska
$6K +$76 +1 +1%
EWM
1388
Edge Wealth Management
New York
$6K +$6K +74 New
AT
1389
Arden Trust
Delaware
$5.33K +$2.16K +28,628 +68%
FNBOO
1390
First National Bank of Omaha
Nebraska
$5.05K -$117 -1,397 -2%
IMS
1391
Index Management Solutions
Pennsylvania
$4K -$26.2K -386 -87%
VCM
1392
Vigilant Capital Management
Maine
$4K – – –
UB
1393
UMB Bank
Missouri
$3.91K +$10 +134 +0.3%
MSFP
1394
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
CWM
1395
Catamount Wealth Management
Connecticut
$3K – – –
WG
1396
Welch Group
Alabama
$1.33K +$23 +301 +2%
OSAM
1397
O'Shaughnessy Asset Management
Connecticut
$1K -$850K -8,496 -100%
HF
1398
Hoxton Financial
West Virginia
$1K – – –
MUS
1399
Mitsubishi UFJ Securities
Japan
$1K +$1K +10 New
WA
1400
WBH Advisory
Maryland
$663 -$2 -30 -0.3%
54 55
56
57 58