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Philip Morris
PM

Overview Fund Activity

1,430 hedge funds and large institutions have $99.7B invested in Philip Morris in 2014 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 536 increasing their positions, 532 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,430
Holders Change
+69
Holders Change %
+5.07%
% of All Funds
38.16%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
1.68%
New
149
Increased
536
Reduced
532
Closed
64
Calls
$538M
Puts
$541M
Net Calls
-$2.97M
Net Calls Change
+$50.4M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$5.14B
2
Invesco
2
Invesco
Georgia
$689M
3
State Street
3
State Street
Massachusetts
$5.04B
4
CRC
4
Cedar Rock Capital
United Kingdom
$460M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.01B

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$66.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.28B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$927M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$7.2B
5
ACM
5
Americafirst Capital Management
California
$501M
Name Holding Trade Value Shares
Change 		Shares
Change %
USGIU
1476
U.S. Global Investors (USGI)
Texas
– -$217K -2,600 Closed
MVA
1477
Mount Vernon Associates
Maryland
– -$213K -2,550 Closed
QC
1478
QCM Cayman
Texas
– -$208K -2,489 Closed
WCM
1479
Weyland Capital Management
New Hampshire
– -$204K -2,447 Closed
WIC
1480
Woodmont Investment Counsel
Tennessee
– -$204K -2,447 Closed
CC
1481
Capital Counsel
New York
– -$204K -2,446 Closed
CCM
1482
Carlson Capital Management
Minnesota
– -$204K -2,446 Closed
CICI
1483
Capital Investment Counsel Inc
North Carolina
– -$203K -2,438 Closed
RWM
1484
Rench Wealth Management
Texas
– -$203K -2,431 Closed
WCA
1485
Westover Capital Advisors
Delaware
– -$201K -2,405 Closed
AF
1486
Allworth Financial
California
– -$201K -2,405 Closed
PAG
1487
Pinnacle Advisory Group
Maryland
– -$200K -2,404 Closed
MKC
1488
M. Kraus & Co
Vermont
– -$200K -2,400 Closed
WCF
1489
West Coast Financial
California
– -$200K -2,400 Closed
AAM
1490
Autus Asset Management
Arizona
– -$200K -2,397 Closed
AIM
1491
Acropolis Investment Management
Missouri
– -$160K -1,920 Closed
EWM
1492
Elite Wealth Management
Washington
– -$100K -1,201 Closed
CFG
1493
CKW Financial Group
Hawaii
– -$96K -1,154 Closed
PFO
1494
Pathstone Family Office
New Jersey
– -$40K -480 Closed
WAS
1495
Winch Advisory Services
Wisconsin
– -$17K -206 Closed
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