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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 %
Envestnet Asset Management
501
Envestnet Asset Management
Illinois
$5.13M +$262K +3,010 +5%
BIM
502
Bridges Investment Management
Nebraska
$5.06M +$305K +3,500 +6%
Aristotle Capital Management
503
Aristotle Capital Management
California
$5.04M +$69.7K +800 +1%
1IA
504
1834 Investment Advisors
Wisconsin
$5.01M -$17.8K -204 -0.4%
Capital Fund Management (CFM)
505
Capital Fund Management (CFM)
France
$4.99M -$39.2M -450,449 -89%
PL
506
Parthenon LLC
Kentucky
$4.97M -$39.2K -450 -0.8%
BG
507
Bollard Group
Massachusetts
$4.95M -$233K -2,680 -5%
KRSITF
508
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.94M -$80.8K -928 -2%
EAM
509
Eclectica Asset Management
United Kingdom
$4.92M +$4.92M +56,090 New
CCM
510
Chickasaw Capital Management
Tennessee
$4.89M +$49.2K +565 +1%
DIA
511
Dana Investment Advisors
Wisconsin
$4.89M +$244K +2,802 +5%
CS
512
Cannell & Spears
New York
$4.86M – – –
AB
513
AT Bancorp
Iowa
$4.85M +$437K +5,020 +10%
FBC
514
Fairfield, Bush & Co
Connecticut
$4.82M -$194K -2,221 -4%
SAM
515
Symphony Asset Management
California
$4.8M +$936K +10,737 +24%
DCM
516
Delta Capital Management
New Jersey
$4.79M -$16.6K -190 -0.3%
MERSOM
517
Municipal Employees' Retirement System of Michigan
Michigan
$4.78M – – –
BUB
518
BBVA USA Bancshares
Texas
$4.74M +$242K +2,778 +5%
MJRIC
519
Mogy Joel R Investment Counsel
California
$4.71M -$1.11M -12,760 -19%
HWA
520
Heritage Wealth Advisors
Virginia
$4.71M +$4.71M +54,014 New
Connor, Clark & Lunn Investment Management (CC&L)
521
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.69M +$2.43M +26,280 +108%
Jones Financial Companies
522
Jones Financial Companies
Missouri
$4.68M +$251K +2,880 +6%
SIPS
523
Shelter Insurance Profit Sharing
Missouri
$4.66M – – –
VIMU
524
Veritas Investment Management (UK)
United Kingdom
$4.65M -$396K -4,545 -8%
CIA
525
Capital Investment Advisors
Georgia
$4.65M +$4.65M +53,342 New
19 20
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