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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 %
MFW
1426
Meristem Family Wealth
Minnesota
– -$483K -5,538 Closed
SRC
1427
Shufro Rose & Co
New York
– -$474K -5,450 Closed
AWS
1428
Aris Wealth Services
Pennsylvania
– -$473K -5,431 Closed
AAC
1429
Asset Advisors Corp
Georgia
– -$436K -5,000 Closed
OA
1430
Oxbow Advisors
Texas
– -$366K -4,197 Closed
ACM
1431
Apex Capital Management
Ohio
– -$352K -4,035 Closed
ID
1432
Integral Derivatives
New York
– -$324K -3,716 Closed
AAM
1433
Autus Asset Management
Arizona
– -$318K -3,652 Closed
VNA
1434
VNBTrust National Association
Virginia
– -$316K -3,631 Closed
ERIM
1435
Eagle Ridge Investment Management
Connecticut
– -$296K -3,396 Closed
TCM
1436
Telos Capital Management
California
– -$293K -3,365 Closed
GGI
1437
Godsey & Gibb Inc
Virginia
– -$290K -3,332 Closed
SLG
1438
Stanley-Laman Group
Pennsylvania
– -$283K -3,247 Closed
MCM
1439
McKinley Capital Management
Alaska
– -$272K -3,124 Closed
ECAM
1440
East Coast Asset Management
Massachusetts
– -$261K -2,997 Closed
SAM
1441
Solaris Asset Management
New York
– -$258K -2,965 Closed
BSWMG
1442
Barrington Strategic Wealth Management Group
Illinois
– -$250K -2,872 Closed
LIM
1443
Loudon Investment Management
New Hampshire
– -$244K -2,804 Closed
RTIM
1444
Round Table Investment Management
North Carolina
– -$244K -2,800 Closed
FWIA
1445
Fort Washington Investment Advisors
Ohio
– -$235K -2,700 Closed
PA
1446
Planning Alternatives
Michigan
– -$208K -2,682 Closed
WBG
1447
Wharton Business Group
Pennsylvania
– -$232K -2,665 Closed
RT
1448
Rockland Trust
Massachusetts
– -$224K -2,570 Closed
IT
1449
Independence Trust
Tennessee
– -$223K -2,565 Closed
IFB
1450
iAB Financial Bank
Indiana
– -$220K -2,520 Closed
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