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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
+$544M
2
Citadel Advisors
Citadel Advisors
Florida
+$242M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$180M
4
AAM
Aberdeen Asset Management
United Kingdom
+$164M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$162M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.77B
2
Fisher Asset Management
Fisher Asset Management
Washington
-$503M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$281M
4
State Street
State Street
Massachusetts
-$270M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
401
First Trust Advisors
Illinois
$8.35M -$3.87M -44,708 -32%
CIA
402
Covington Investment Advisors
Pennsylvania
$8.25M – – –
PDN
403
Pensionfund DSM Netherlands
Netherlands
$8.22M – – –
KFC
404
Klingenstein Fields & Co
New York
$8.18M -$2.5M -28,884 -23%
JFGIW
405
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.13M +$88.6K +1,023 +1%
VWM
406
Valley Wealth Managers
New Jersey
$8.11M +$414K +4,782 +5%
RIG
407
Roosevelt Investment Group
New York
$8.05M -$30.6M -353,563 -79%
LI
408
LMCG Investments
Massachusetts
$8.03M -$1.04M -12,054 -11%
KCMRT
409
Kemper Corp Master Retirement Trust
Illinois
$7.98M – – –
CPIM
410
Columbia Partners Investment Management
Virginia
$7.9M +$974K +11,254 +14%
BC
411
Brookfield Corp
Ontario, Canada
$7.82M +$7.04M +81,270 +900%
WHG
412
Westwood Holdings Group
Texas
$7.81M -$2.04M -23,578 -21%
KAS
413
Kemnay Advisory Services
New York
$7.72M -$6.31M -72,900 -45%
CONA
414
Capital One National Association
New York
$7.7M -$1.55M -17,914 -17%
RCYC
415
Richard C. Young & Co
Rhode Island
$7.7M +$145K +1,670 +2%
JAM
416
Jupiter Asset Management
United Kingdom
$7.65M +$107K +1,234 +1%
GC
417
Guardian Capital
Ontario, Canada
$7.57M -$292K -3,369 -4%
MCM
418
Monarch Capital Management
Indiana
$7.52M -$240K -2,770 -3%
Fisher Asset Management
419
Fisher Asset Management
Washington
$7.49M -$503M -5,804,363 -99%
WCM
420
Windward Capital Management
California
$7.46M -$469K -5,416 -6%
NLI
421
Nippon Life Insurance
Japan
$7.45M -$688K -7,944 -8%
SMI
422
Shelter Mutual Insurance
Missouri
$7.43M – – –
VIM
423
Veritas Investment Management
United Kingdom
$7.32M -$477K -5,510 -6%
MCM
424
Munder Capital Management
Michigan
$7.25M -$6.91M -79,795 -49%
BOH
425
Bank of Hawaii
Hawaii
$7.22M -$1.26M -14,610 -15%
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