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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 %
AI
426
Ariel Investments
Illinois
$7.58M +$6.61M +75,915 +687%
MCM
427
Monarch Capital Management
Indiana
$7.56M -$6.54K -75 -0.1%
OSAM
428
O'Shaughnessy Asset Management
Connecticut
$7.52M +$7.52M +86,481 New
SMI
429
Shelter Mutual Insurance
Missouri
$7.48M – – –
RFA
430
Reilly Financial Advisors
California
$7.41M +$927K +10,639 +14%
HT
431
HAP Trading
New York
$7.41M +$4.07M +46,762 +122%
NLI
432
Nippon Life Insurance
Japan
$7.39M -$116K -1,326 -2%
VIM
433
Veritas Investment Management
United Kingdom
$7.37M – – –
WCM
434
Windward Capital Management
California
$7.34M -$160K -1,834 -2%
CCA
435
Canyon Capital Advisors
Texas
$7.34M -$1.92M -22,000 -21%
LTFS
436
Ladenburg Thalmann Financial Services
Florida
$7.24M +$67.3K +773 +0.9%
CIPU
437
Caledonia Investments plc (UK)
United Kingdom
$7.23M – – –
JAM
438
Jupiter Asset Management
United Kingdom
$7.21M -$489K -5,609 -6%
DIA
439
Davidson Investment Advisors
Montana
$6.97M -$21.2K -243 -0.3%
NPF
440
Norris Perne & French
Michigan
$6.95M +$25K +287 +0.4%
AP
441
Archon Partners
New Jersey
$6.88M +$1.35M +15,500 +24%
GC
442
Guardian Capital
Ontario, Canada
$6.86M -$758K -8,704 -10%
LDB
443
Lee, Danner & Bass
Tennessee
$6.79M -$155K -1,775 -2%
SIG
444
Sky Investment Group
Connecticut
$6.78M +$4.99M +57,271 +279%
Walleye Trading
445
Walleye Trading
New York
$6.76M +$5.29M +60,713 +360%
SGC
446
South Georgia Capital
Illinois
$6.75M +$6.75M +77,500 New
LMGAM
447
Liberty Mutual Group Asset Management
Massachusetts
$6.63M -$1.89M -21,674 -22%
GMIM
448
General Motors Investment Management
New York
$6.62M +$850K +9,757 +15%
CONA
449
Capital One National Association
New York
$6.59M -$1.16M -13,333 -15%
AIP
450
Ameritas Investment Partners
Nebraska
$6.58M -$39.6K -455 -0.6%
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