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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 %
RCA
1451
Rex Capital Advisors
Rhode Island
– -$280K -3,433 Closed
AI
1452
ArchPoint Investors
Florida
– -$270K -3,317 Closed
FI
1453
FormulaFolio Investments
Michigan
– -$258K -3,168 Closed
MLL
1454
Moody Lynn & Lieberson
Massachusetts
– -$257K -3,159 Closed
RWM
1455
RKL Wealth Management
Pennsylvania
– -$250K -3,064 Closed
JCM
1456
JD Capital Management
Connecticut
– -$247K -3,030 Closed
ST
1457
Sabal Trust
Florida
– -$244K -3,003 Closed
WIC
1458
Wilkins Investment Counsel
Massachusetts
– -$244K -3,000 Closed
BCM
1459
BTC Capital Management
Iowa
– -$244K -2,993 Closed
OWP
1460
Obermeyer Wealth Partners
Colorado
– -$236K -2,902 Closed
DLHL
1461
Donald L. Hagan LLC
Florida
– -$234K -2,877 Closed
FNBOH
1462
First National Bank of Hutchinson
Kansas
– -$227K -2,796 Closed
ACM
1463
Ashford Capital Management
Delaware
– -$222K -2,727 Closed
PA
1464
Planning Alternatives
Michigan
– -$218K -2,682 Closed
FM
1465
Foster & Motley
Ohio
– -$216K -2,657 Closed
HVIA
1466
Hudson Valley Investment Advisors
New York
– -$216K -2,648 Closed
DSAM
1467
Dock Street Asset Management
Florida
– -$214K -2,632 Closed
PWP
1468
Private Wealth Partners
California
– -$212K -2,600 Closed
CCT
1469
Country Club Trust
Missouri
– -$212K -2,600 Closed
PI
1470
Pettee Investors
Connecticut
– -$209K -2,566 Closed
BHB
1471
Bank Hapoalim BM
Israel
– -$208K -2,557 Closed
AWM
1472
Altavista Wealth Management
North Carolina
– -$206K -2,546 Closed
SIC
1473
Sigma Investment Counselors
Michigan
– -$204K -2,503 Closed
Edgewood Management
1474
Edgewood Management
Connecticut
– -$204K -2,500 Closed
KAH
1475
Kathryn A. Hall
– -$204K -2,500 Closed
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