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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 %
SCM
1451
Silver Capital Management
New York
– -$218K -2,500 Closed
SRCM
1452
Swift Run Capital Management
Virginia
– -$218K -2,500 Closed
PAG
1453
Pinnacle Advisory Group
Maryland
– -$215K -2,469 Closed
RHBC
1454
R.H. Bluestein & Co
Michigan
– -$212K -2,433 Closed
MKC
1455
M. Kraus & Co
Vermont
– -$209K -2,400 Closed
WA
1456
WESPAC Advisors
California
– -$208K -2,390 Closed
HVIA
1457
Hudson Valley Investment Advisors
New York
– -$208K -2,386 Closed
PAS
1458
Professional Advisory Services
Florida
– -$205K -2,350 Closed
TFF
1459
Timothy F. Fidgeon
– -$204K -2,340 Closed
RWM
1460
Rench Wealth Management
Texas
– -$203K -2,325 Closed
BFA
1461
Beaumont Financial Advisors
Massachusetts
– -$202K -2,324 Closed
HCMT
1462
Highland Capital Management (Tennessee)
Tennessee
– -$201K -2,307 Closed
NCM
1463
Novare Capital Management
North Carolina
– -$200K -2,298 Closed
WCM
1464
Westend Capital Management
California
– -$131K -1,500 Closed
JAM
1465
JCIC Asset Management
Ontario, Canada
– -$112K -1,290 Closed
Carson Wealth (CWM LLC)
1466
Carson Wealth (CWM LLC)
Nebraska
– -$65K -744 Closed
PTCG
1467
Pring Turner Capital Group
California
– -$61K -700 Closed
KFP
1468
Keystone Financial Planning
Ohio
– -$39K -450 Closed
EU
1469
Emory University
Georgia
– -$18K -210 Closed
LWM
1470
LBA Wealth Management
Florida
– -$18K -201 Closed
SHWM
1471
Smith & Howard Wealth Management
Georgia
– -$5K -60 Closed
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