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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 %
FBC
501
Fairfield, Bush & Co
Connecticut
$4.98M +$4.38M +50,597 +733%
LPT
502
Legacy Private Trust
Wisconsin
$4.98M -$229K -2,645 -4%
Aristotle Capital Management
503
Aristotle Capital Management
California
$4.94M -$392K -4,521 -7%
Envestnet Asset Management
504
Envestnet Asset Management
Illinois
$4.84M +$486K +5,612 +11%
CS
505
Cannell & Spears
New York
$4.83M +$262K +3,025 +6%
CCM
506
Chickasaw Capital Management
Tennessee
$4.81M +$383K +4,420 +9%
DCM
507
Delta Capital Management
New Jersey
$4.77M +$1.73K +20 +0%
SI
508
Sprott Inc
Ontario, Canada
$4.76M +$4.76M +55,000 New
MERSOM
509
Municipal Employees' Retirement System of Michigan
Michigan
$4.75M +$4.75M +54,900 New
BIM
510
Bridges Investment Management
Nebraska
$4.73M +$328K +3,790 +7%
AC
511
Alley Company
Illinois
$4.72M +$3.03K +35 +0.1%
QIM
512
Quantitative Investment Management
Virginia
$4.71M +$4.71M +54,400 New
ZCA
513
Zeke Capital Advisors
Pennsylvania
$4.67M +$4.67M +53,924 New
SIPS
514
Shelter Insurance Profit Sharing
Missouri
$4.63M – – –
HKIM
515
Hayek Kallen Investment Management
Alabama
$4.62M -$126K -1,458 -3%
DIA
516
Dana Investment Advisors
Wisconsin
$4.62M -$1.53M -17,718 -25%
CBU
517
CIBC Bank USA
Illinois
$4.6M -$30.7M -355,050 -87%
FLPIM
518
F.L. Putnam Investment Management
Massachusetts
$4.58M -$679K -7,839 -13%
CIC
519
Crawford Investment Counsel
Georgia
$4.56M +$1.4M +16,138 +44%
RJT
520
Raymond James Trust
Florida
$4.53M -$63.5K -733 -1%
WIM
521
Waverton Investment Management
United Kingdom
$4.52M -$3.56M -41,083 -44%
BUB
522
BBVA USA Bancshares
Texas
$4.47M -$87.6K -1,012 -2%
CIA
523
CCM Investment Advisers
South Carolina
$4.46M +$168K +1,935 +4%
FBT
524
First Bankers Trust
Kentucky
$4.46M +$52.4K +605 +1%
Daiwa Securities Group
525
Daiwa Securities Group
Japan
$4.45M -$335K -3,872 -7%
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