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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 %
SF
401
Synovus Financial
Georgia
$8.78M -$1.04M -11,873 -11%
BMCMI
402
Bryn Mawr Capital Management Inc
Pennsylvania
$8.71M +$3.27M +37,507 +60%
TAM
403
Taurus Asset Management
New York
$8.68M – – –
BIC
404
Bridges Investment Counsel
Nebraska
$8.61M -$37.4K -429 -0.4%
CCG
405
Cypress Capital Group
Florida
$8.54M -$645K -7,399 -7%
1IC
406
1919 Investment Counsel
Maryland
$8.54M -$62.6K -718 -0.7%
CIA
407
Covington Investment Advisors
Pennsylvania
$8.37M +$60.6K +695 +0.7%
PDN
408
Pensionfund DSM Netherlands
Netherlands
$8.27M – – –
LTI
409
Laffer Tengler Investments
Tennessee
$8.26M +$8.26M +94,849 New
SIM
410
Sentry Investment Management
Wisconsin
$8.24M +$2.01M +23,112 +32%
VWM
411
Valley Wealth Managers
New Jersey
$8.21M +$43.1K +495 +0.5%
KFC
412
Klingenstein Fields & Co
New York
$8.15M -$87.1K -1,000 -1%
UCFA
413
United Capital Financial Advisors
Texas
$8.14M -$2.28M -26,213 -22%
JFGIW
414
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.03M -$155K -1,783 -2%
KCMRT
415
Kemper Corp Master Retirement Trust
Illinois
$8.03M – – –
LI
416
LMCG Investments
Massachusetts
$8M -$85.1K -977 -1%
HCM
417
Hollencrest Capital Management
California
$8M +$8M +91,787 New
WCM Investment Management
418
WCM Investment Management
California
$7.99M +$7.04M +80,851 +748%
RIG
419
Roosevelt Investment Group
New York
$7.88M -$224K -2,574 -3%
EWM
420
Evercore Wealth Management
New York
$7.88M +$3.46M +39,641 +78%
BC
421
Brookfield Corp
Ontario, Canada
$7.87M – – –
PG
422
PEAK6 Group
Illinois
$7.85M +$7.85M +90,124 New
HR
423
Howe & Rusling
New York
$7.77M +$2.11M +24,164 +37%
B
424
Barings
North Carolina
$7.73M +$793K +9,100 +11%
RCYC
425
Richard C. Young & Co
Rhode Island
$7.69M -$53.3K -612 -0.7%
15 16
17
18 19