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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 %
AAM
376
AR Asset Management
California
$10.3M – – –
MG
377
Markel Group
Virginia
$9.98M – – –
MBTD
378
Mechanics Bank - Trust Department
California
$9.97M +$1.06M +12,195 +12%
QIM
379
Quest Investment Management
Oregon
$9.84M +$784K +8,993 +9%
TSW
380
Thompson Siegel & Walmsley
Virginia
$9.84M +$13.1K +150 +0.1%
HFS
381
HL Financial Services
Kentucky
$9.8M -$101K -1,161 -1%
BSA
382
Braun Stacey Associates
New York
$9.78M -$1.23M -14,095 -11%
GJIC
383
Gamble Jones Investment Counsel
California
$9.78M -$43K -493 -0.4%
HPC
384
HM Payson & Co
Maine
$9.58M -$141K -1,613 -1%
Creative Planning
385
Creative Planning
Kansas
$9.56M +$854K +9,806 +10%
GIM
386
Gyrus Investment Management
Ontario, Canada
$9.55M +$3.98M +42,975 +71%
GF
387
Gabelli Funds
New York
$9.51M -$8.53M -97,900 -47%
BOTW
388
Bank of the West
California
$9.44M -$206K -2,360 -2%
CPIM
389
Columbia Partners Investment Management
Virginia
$9.39M +$1.44M +16,548 +18%
SLI
390
Sumitomo Life Insurance
Japan
$9.35M -$518K -5,949 -5%
PA
391
Pinnacle Associates
New York
$9.32M +$335K +3,846 +4%
First Trust Advisors
392
First Trust Advisors
Illinois
$9.31M +$907K +10,415 +11%
SIC
393
Salem Investment Counselors
North Carolina
$9.3M +$47.9K +550 +0.5%
AA
394
ALPS Advisors
Colorado
$9.16M +$9.16M +117,263 New
EGA
395
Eagle Global Advisors
Texas
$9.07M -$862K -9,895 -9%
TAM
396
Tocqueville Asset Management
New York
$9.02M -$350K -4,018 -4%
NSAM
397
North Star Asset Management
Wisconsin
$8.91M -$102K -1,170 -1%
CRC
398
Curi RMB Capital
Illinois
$8.91M -$118K -1,359 -1%
RCG
399
Ruane, Cunniff & Goldfarb
New York
$8.84M – – –
FMLI
400
Fukoku Mutual Life Insurance
Japan
$8.83M +$1.79M +20,500 +25%
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16
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