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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
+$772M
2
Capital International Investors
Capital International Investors
California
+$366M
3
AIG
American International Group
New York
+$248M
4
BFA
BlackRock Fund Advisors
California
+$124M
5
BAM
Burgundy Asset Management
Ontario, Canada
+$101M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$401M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$363M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$280M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$190M
5
American Century Companies
American Century Companies
Missouri
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
326
RBO & Co
California
$14.2M +$66.7K +766 +0.5%
BC
327
Balestra Capital
New York
$14.2M -$15.8M -181,700 -53%
LBC
328
Lowe Brockenbrough & Co
Virginia
$14M +$9.57M +109,811 +214%
RCM
329
RNC Capital Management
California
$14M -$74.5K -855 -0.5%
CSIC
330
Clifford Swan Investment Counsel
California
$13.9M -$243K -2,790 -2%
GE
331
General Electric
Ohio
$13.8M -$102K -1,168 -0.7%
ACM
332
Academy Capital Management
Texas
$13.8M +$6.76M +77,615 +97%
DC
333
Deere & Company
Illinois
$13.7M +$62.6K +718 +0.5%
HK
334
Horizon Kinetics
New York
$13.7M -$580K -6,657 -4%
HT
335
HighTower Trust
Texas
$13.5M +$427K +4,896 +3%
CTA
336
Chesley Taft & Associates
Illinois
$13.5M +$258K +2,960 +2%
TWI
337
Thomas White International
Illinois
$13.3M -$3.57M -40,934 -21%
OC
338
Oppenheimer & Co
New York
$13.3M -$251K -2,879 -2%
GG
339
Gofen & Glossberg
Illinois
$13.2M -$110K -1,261 -0.8%
DADC
340
D.A. Davidson & Co
Montana
$13.1M +$4.21M +48,315 +47%
CI
341
Capital International
California
$13.1M -$906K -10,400 -6%
SAC
342
Smith Affiliated Capital
New York
$13.1M -$13M – –
GAM
343
Gotham Asset Management
New York
$12.9M +$9.71M +111,402 +300%
CLOS
344
Compagnie Lombard Odier SCmA
Switzerland
$12.8M +$12.8M +147,466 New
CC
345
Cadinha & Co
Hawaii
$12.7M -$467K -5,360 -4%
FFIC
346
First Fiduciary Investment Counsel
Ohio
$12.6M +$1.65M +18,975 +15%
FAM
347
Fiduciary Asset Management
Missouri
$12.5M -$993K -11,399 -7%
SAM
348
Securian Asset Management
Minnesota
$12.5M -$21.3K -244 -0.2%
BMO
349
Beck Mack & Oliver
New York
$12.2M -$181K -2,080 -1%
UMA
350
USA Mutuals Advisors
Texas
$12.2M +$1.74M +20,000 +17%
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