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Philip Morris
PM

Overview Fund Activity

1,307 hedge funds and large institutions have $103B invested in Philip Morris in 2013 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 480 increasing their positions, 551 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,307
Holders Change
+1
Holders Change %
+0.08%
% of All Funds
42.39%
Holding in Top 10
102
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.11%
% of All Funds
3.31%
New
77
Increased
480
Reduced
551
Closed
62
Calls
$710M
Puts
$797M
Net Calls
-$87.7M
Net Calls Change
+$141M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$3.27B
2
Citadel Advisors
2
Citadel Advisors
Florida
$282M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$307M
4
AAM
4
Aberdeen Asset Management
United Kingdom
$1.28B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.64B

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$500M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$7.49M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.62B
4
State Street
4
State Street
Massachusetts
$5.79B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.03B
Name Holding Trade Value Shares
Change 		Shares
Change %
VRS
251
Virginia Retirement Systems
Virginia
$28M -$15.9M -183,877 -36%
AAMU
252
AEGON Asset Management (UK)
United Kingdom
$27.9M -$738K -8,525 -3%
CFB
253
Cullen/Frost Bankers
Texas
$27.8M +$3M +34,602 +12%
AAF
254
Andra AP-fonden
Sweden
$27.7M -$1.83M -21,100 -6%
TU
255
TDAM USA
Ontario, Canada
$27.6M -$7.87M -90,860 -22%
LPL Financial
256
LPL Financial
California
$27.4M -$1.21M -14,006 -4%
ABC
257
Associated Banc-Corp
Wisconsin
$25.6M +$633K +7,311 +3%
SAM
258
Sentinel Asset Management
Vermont
$25.4M – – –
URS
259
Utah Retirement Systems
Utah
$25.3M -$208K -2,400 -0.8%
CBOA
260
Commonwealth Bank of Australia
Australia
$25.1M -$2.15M -24,871 -8%
MNA
261
Manning & Napier Advisors
New York
$24.9M +$229K +2,650 +0.9%
SMDAM
262
Sumitomo Mitsui DS Asset Management
Japan
$24.1M -$941K -10,867 -4%
FWCM
263
Ferguson Wellman Capital Management
Oregon
$23.9M +$445K +5,139 +2%
Fidelity International
264
Fidelity International
Bermuda
$23.8M -$14.1M -163,375 -37%
Robeco Institutional Asset Management
265
Robeco Institutional Asset Management
Netherlands
$23.7M -$2.45M -28,303 -9%
William Blair & Company
266
William Blair & Company
Illinois
$23.4M -$310K -3,577 -1%
ADEF
267
Adams Diversified Equity Fund
Maryland
$22.8M +$1.11M +12,800 +5%
DILH
268
Dai-ichi Life Holdings
Japan
$22.7M -$1.29M -14,914 -5%
WAM
269
World Asset Management
Michigan
$22.4M -$3.05M -35,183 -12%
BBHC
270
Brown Brothers Harriman & Co
New York
$22.3M -$4.42M -51,073 -17%
DekaBank Deutsche Girozentrale
271
DekaBank Deutsche Girozentrale
Germany
$22.1M -$16M -184,830 -42%
WPC
272
Waters Parkerson & Co
Louisiana
$22.1M +$1.14M +13,176 +5%
AF
273
Ally Financial
Michigan
$21.6M – – –
Baillie Gifford & Co
274
Baillie Gifford & Co
United Kingdom
$21.6M +$8.11M +93,641 +60%
SCM
275
Symons Capital Management
Pennsylvania
$21.4M -$395K -4,560 -2%
9 10
11
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