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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
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 %
BC
351
Blackhill Capital
New Jersey
$11.4M – – –
BNP Paribas Asset Management
352
BNP Paribas Asset Management
France
$11.1M -$71M -819,849 -86%
QI
353
Qualcomm Inc
California
$11M – – –
CL
354
Croft-Leominster
Maryland
$11M -$2.54M -29,379 -19%
BSA
355
Braun Stacey Associates
New York
$10.9M -$333K -3,850 -3%
AL
356
AJO LP
Pennsylvania
$10.9M -$511K -5,900 -4%
FFIC
357
First Fiduciary Investment Counsel
Ohio
$10.9M +$628K +7,251 +6%
ProShare Advisors
358
ProShare Advisors
Maryland
$10.9M -$10.4M -119,714 -49%
FQ
359
First Quadrant
California
$10.8M -$455K -5,249 -4%
CI
360
Cincinnati Insurance
Ohio
$10.7M +$9.26M +106,935 +629%
HighTower Advisors
361
HighTower Advisors
Illinois
$10.7M +$3.98K +46 +0%
K
362
Kemper
Illinois
$10.4M – – –
UMA
363
USA Mutuals Advisors
Texas
$10.4M +$3.03M +35,000 +41%
BF
364
BOK Financial
Oklahoma
$10.4M -$3.4M -39,242 -25%
UCFA
365
United Capital Financial Advisors
Texas
$10.4M -$7.64M -88,248 -42%
AAM
366
AR Asset Management
California
$10.3M -$43.3K -500 -0.4%
Jacobs Levy Equity Management
367
Jacobs Levy Equity Management
New Jersey
$10.2M +$9.92M +114,600 +4,035%
SIP
368
Stoneridge Investment Partners
Pennsylvania
$10.1M +$6.44M +74,381 +176%
CPSAC
369
Chas P. Smith & Associates (CPS)
Florida
$10M +$717K +8,284 +8%
BP
370
Banyan Partners
Florida
$9.92M +$2.16M +24,964 +28%
MG
371
Markel Group
Virginia
$9.92M -$191K -2,200 -2%
EGA
372
Eagle Global Advisors
Texas
$9.88M -$380K -4,383 -4%
SC
373
Salzman & Co
New York
$9.87M +$9.87M +113,956 New
HFS
374
HL Financial Services
Kentucky
$9.84M -$625K -7,220 -6%
SLI
375
Sumitomo Life Insurance
Japan
$9.81M -$358K -4,135 -4%
13 14
15
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