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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 %
Bessemer Group
526
Bessemer Group
New Jersey
$4.63M +$615K +7,048 +15%
CBU
527
CIBC Bank USA
Illinois
$4.62M -$10.3K -118 -0.2%
FBT
528
First Bankers Trust
Kentucky
$4.62M +$132K +1,515 +3%
CIC
529
Crawford Investment Counsel
Georgia
$4.6M +$17.4K +200 +0.4%
ZCA
530
Zeke Capital Advisors
Pennsylvania
$4.6M -$102K -1,170 -2%
HKIM
531
Hayek Kallen Investment Management
Alabama
$4.55M -$92.4K -1,061 -2%
AT
532
Arden Trust
Delaware
$4.52M +$94K +1,079 +2%
RJT
533
Raymond James Trust
Florida
$4.52M -$42.1K -483 -0.9%
AC
534
Alley Company
Illinois
$4.5M -$251K -2,876 -5%
DL
535
Delta Lloyd
Netherlands
$4.5M +$734K +8,425 +19%
CC
536
Curian Capital
Colorado
$4.45M +$14.2K +163 +0.3%
CP
537
Cumberland Partners
Ontario, Canada
$4.43M -$11.2K -129 -0.3%
MAM
538
Martingale Asset Management
Massachusetts
$4.43M -$751K -8,617 -15%
PAG
539
Private Advisor Group
New Jersey
$4.42M +$4.42M +50,746 New
FTC
540
Farmers Trust Company
Ohio
$4.41M +$115K +1,321 +3%
SIM
541
Sterling Investment Management
Arizona
$4.34M -$33.1K -380 -0.8%
WB
542
WesBanco Bank
West Virginia
$4.33M -$115K -1,315 -3%
CIA
543
CCM Investment Advisers
South Carolina
$4.33M -$158K -1,819 -4%
HA
544
Halsey Associates
Connecticut
$4.33M -$21.8K -250 -0.5%
MCC
545
Mid Continent Capital
Illinois
$4.32M – – –
OSNBOA
546
Old Second National Bank of Aurora
Illinois
$4.31M -$12.1K -139 -0.3%
ARMC
547
American Research & Management Company
Massachusetts
$4.29M -$78.4K -900 -2%
AIA
548
Alerus Investment Advisors
Minnesota
$4.28M -$938K -10,775 -18%
FTIOP
549
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.28M -$130K -1,494 -3%
MFS
550
MSI Financial Services
Massachusetts
$4.27M +$420K +4,825 +11%
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