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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 %
SIM
451
Sentry Investment Management
Wisconsin
$6.19M +$1.81M +20,903 +41%
NIA
452
Northstar Investment Advisors
Colorado
$6.19M +$238K +2,748 +4%
VCM
453
Violich Capital Management
California
$6.15M -$62.8K -725 -1%
GLRA
454
Gerald L. Ray & Associates
Texas
$6.12M +$4.33K +50 +0.1%
BFO
455
Boston Family Office
Massachusetts
$6.05M -$60.6K -700 -1%
Hotchkis & Wiley Capital Management
456
Hotchkis & Wiley Capital Management
California
$5.97M +$5.32M +61,406 +815%
LCM
457
LVM Capital Management
Michigan
$5.96M -$17.3K -200 -0.3%
SIRP
458
Shelter Insurance Retirement Plan
Missouri
$5.94M – – –
FNB
459
First Niagara Bank
New York
$5.94M +$164K +1,896 +3%
BIM
460
Bridgecreek Investment Management
Oklahoma
$5.93M +$12.6K +145 +0.2%
TCT
461
TIAA CREF Trust
Missouri
$5.92M +$299K +3,451 +5%
DWA
462
Douglass Winthrop Advisors
New York
$5.91M – – –
UBWV
463
United Bank (West Virginia)
West Virginia
$5.9M +$292K +3,377 +5%
KIC
464
Keating Investment Counselors
Florida
$5.89M -$99.1K -1,145 -2%
BFIM
465
Beese Fulmer Investment Management
Ohio
$5.87M +$268K +3,094 +5%
MJRIC
466
Mogy Joel R Investment Counsel
California
$5.79M +$212K +2,450 +4%
FT
467
Fiduciary Trust
Massachusetts
$5.79M -$107K -1,240 -2%
SFG
468
Sather Financial Group
Texas
$5.77M +$151K +1,740 +3%
GMIM
469
General Motors Investment Management
New York
$5.73M -$1.26M -14,496 -18%
HR
470
Howe & Rusling
New York
$5.68M -$1.84M -21,036 -24%
NB
471
NBT Bank
New York
$5.67M -$151K -1,746 -3%
SI
472
Stephens Inc
Arkansas
$5.58M +$191K +2,208 +4%
CCMG
473
Clark Capital Management Group
Pennsylvania
$5.53M -$34.9K -403 -0.6%
AP
474
Archon Partners
New Jersey
$5.5M -$346K -4,000 -6%
PJSIMP
475
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.48M +$109K +1,254 +2%
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