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Philip Morris
PM

Overview Fund Activity

1,400 hedge funds and large institutions have $95.6B invested in Philip Morris in 2013 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 489 increasing their positions, 564 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,400
Holders Change
+93
Holders Change %
+7.12%
% of All Funds
40.66%
Holding in Top 10
91
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-10.78%
% of All Funds
2.64%
New
166
Increased
489
Reduced
564
Closed
58
Calls
$779M
Puts
$837M
Net Calls
-$58.3M
Net Calls Change
+$29.4M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$4.06B
2
Capital International Investors
Capital International Investors
California
$366M
3
AIG
American International Group
New York
$301M
4
BFA
BlackRock Fund Advisors
California
$1.82B
5
BAM
Burgundy Asset Management
Ontario, Canada
$226M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$8.5B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
VOYA Investment Management
VOYA Investment Management
Georgia
$71M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.33B
5
American Century Companies
American Century Companies
Missouri
$426M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
301
Two Sigma Advisers
New York
$17.5M -$27.6M -316,600 -61%
MOACM
302
Mutual of America Capital Management
New York
$17.4M +$347K +3,977 +2%
SCA
303
STALEY CAPITAL ADVISERS
Pennsylvania
$17.4M +$2.64M +30,250 +18%
JCM
304
Janney Capital Management
Pennsylvania
$17.3M +$1.45M +16,695 +9%
HTC
305
Haverford Trust Company
Pennsylvania
$17.1M +$1.7M +19,483 +11%
V
306
Veritable
Delaware
$17M -$586K -6,725 -3%
LCM
307
Logan Capital Management
Pennsylvania
$16.6M +$1M +11,492 +6%
CTC
308
Central Trust Company
Missouri
$16.2M -$54.4K -624 -0.3%
WT
309
Whittier Trust
California
$15.8M -$964K -11,062 -6%
VDI
310
Vaughan David Investments
Illinois
$15.7M +$403K +4,625 +3%
B
311
BP
United Kingdom
$15.7M – – –
Jacobs Levy Equity Management
312
Jacobs Levy Equity Management
New Jersey
$15.7M +$5.45M +62,500 +53%
TH
313
TCTC Holdings
Texas
$15.5M – – –
AAM
314
Auxier Asset Management
Oregon
$15.5M +$1.65M +18,985 +12%
Nomura Holdings
315
Nomura Holdings
Japan
$15.3M -$14M -161,254 -48%
HNB
316
Huntington National Bank
Ohio
$15.2M +$430K +4,940 +3%
B
317
Baird
Wisconsin
$15.1M +$2.72M +31,228 +22%
CIS
318
Capital International Sarl
California
$15.1M -$1.97M -22,600 -12%
AL
319
Airain Ltd
Guernsey
$15M +$8.72M +100,046 +139%
MHC
320
Meyer Handelman Company
New York
$14.8M – – –
Boston Partners
321
Boston Partners
Massachusetts
$14.8M +$10.5M +120,524 +245%
CAM
322
Cypress Asset Management
Texas
$14.8M -$221K -2,540 -1%
Janney Montgomery Scott
323
Janney Montgomery Scott
Pennsylvania
$14.6M +$2M +22,930 +16%
CIP
324
Chartwell Investment Partners
Pennsylvania
$14.5M -$27K -310 -0.2%
AL
325
AJO LP
Pennsylvania
$14.4M +$3.42M +39,200 +31%
11 12
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