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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 %
SLF
476
Sun Life Financial
Ontario, Canada
$5.46M -$326K -3,760 -6%
Cambridge Investment Research Advisors
477
Cambridge Investment Research Advisors
Iowa
$5.44M +$155K +1,792 +3%
JWBC
478
J.W. Burns & Co
New York
$5.43M +$124K +1,437 +2%
BMCMI
479
Bryn Mawr Capital Management Inc
Pennsylvania
$5.41M +$5.41M +62,493 New
PGFC
480
Peapack-Gladstone Financial Corp
New Jersey
$5.41M +$41.7K +481 +0.8%
WTB
481
Washington Trust Bank
Washington
$5.39M +$402K +4,645 +8%
GIM
482
Gyrus Investment Management
Ontario, Canada
$5.35M +$5.35M +60,150 New
CWP
483
Capital Wealth Planning
Florida
$5.33M +$4.42M +51,006 +483%
FIB
484
First Interstate Bank
Montana
$5.33M +$150K +1,733 +3%
WTC
485
WhitTier Trust Company
Nevada
$5.27M -$615K -7,104 -10%
WFM
486
Wilmington Funds Management
Delaware
$5.23M -$1.68M -19,415 -24%
AIA
487
Alerus Investment Advisors
Minnesota
$5.2M -$808K -9,330 -13%
NSEDCP
488
NJ State Employees Deferred Compensation Plan
New Jersey
$5.2M – – –
JC
489
JBF Capital
Colorado
$5.2M – – –
BG
490
Bollard Group
Massachusetts
$5.15M +$520 +6 +0%
MAM
491
Martingale Asset Management
Massachusetts
$5.15M -$891K -10,288 -15%
PP
492
Paloma Partners
Connecticut
$5.14M +$176K +2,028 +4%
California Public Employees Retirement System
493
California Public Employees Retirement System
California
$5.13M -$43.3K -500 -0.8%
VCAM
494
Valentine Capital Asset Management
California
$5.09M +$261K +3,018 +5%
SAM
495
Scotia Asset Management
Ontario, Canada
$5.09M +$1.08M +12,408 +27%
M
496
MOTCO
Texas
$5.05M +$243K +2,810 +5%
VIMU
497
Veritas Investment Management (UK)
United Kingdom
$5.02M -$123K -1,425 -2%
1IA
498
1834 Investment Advisors
Wisconsin
$5M +$367K +4,237 +8%
KRSITF
499
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.99M +$4.99M +57,665 New
PL
500
Parthenon LLC
Kentucky
$4.98M -$346K -4,000 -7%
18 19
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