PM icon

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

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$500M
2
Fisher Asset Management
Fisher Asset Management
Washington
$7.49M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.62B
4
State Street
State Street
Massachusetts
$5.79B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.03B
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
301
Whittier Trust
California
$16.6M -$3.77M -43,555 -18%
CTC
302
Central Trust Company
Missouri
$16.1M -$158K -1,824 -1%
JCM
303
Janney Capital Management
Pennsylvania
$15.7M +$1.06M +12,224 +7%
B
304
BP
United Kingdom
$15.6M – – –
Natixis Advisors
305
Natixis Advisors
Massachusetts
$15.6M +$1.89M +21,873 +14%
LCM
306
Logan Capital Management
Pennsylvania
$15.5M +$3.75M +43,272 +32%
TH
307
TCTC Holdings
Texas
$15.4M +$14.7K +170 +0.1%
HTC
308
Haverford Trust Company
Pennsylvania
$15.3M +$11.9M +137,669 +356%
VDI
309
Vaughan David Investments
Illinois
$15.2M -$514K -5,937 -3%
CAM
310
Cypress Asset Management
Texas
$14.9M -$345K -3,985 -2%
TMAM
311
Tokio Marine Asset Management
Japan
$14.8M -$843K -9,736 -5%
MHC
312
Meyer Handelman Company
New York
$14.7M – – –
HNB
313
Huntington National Bank
Ohio
$14.7M -$326K -3,767 -2%
SCA
314
STALEY CAPITAL ADVISERS
Pennsylvania
$14.7M +$1.09M +12,535 +8%
CIP
315
Chartwell Investment Partners
Pennsylvania
$14.4M +$1.57M +18,100 +12%
HK
316
Horizon Kinetics
New York
$14.2M +$645K +7,445 +5%
CSIC
317
Clifford Swan Investment Counsel
California
$14M -$182K -2,100 -1%
RC
318
RBO & Co
California
$14M +$164K +1,891 +1%
SC
319
Sculptor Capital
New York
$14M +$9M +103,995 +180%
RCM
320
RNC Capital Management
California
$14M +$833K +9,622 +6%
CI
321
Capital International
California
$13.9M -$8.7M -100,500 -38%
GE
322
General Electric
Ohio
$13.8M -$420K -4,856 -3%
AAM
323
Auxier Asset Management
Oregon
$13.7M +$226K +2,605 +2%
CII
324
Capital International Inc
California
$13.7M -$12.5M -144,700 -48%
DKCM
325
Davidson Kempner Capital Management
New York
$13.6M +$13.6M +157,000 New
11 12
13
14 15