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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 %
CI
601
Conning Inc
Connecticut
$3.26M +$37.2K +430 +1%
MI
602
Markston International
New York
$3.26M +$1.27M +14,630 +64%
NEIRG
603
New England Investment & Retirement Group
Massachusetts
$3.26M -$447K -5,167 -12%
GAM
604
Gotham Asset Management
New York
$3.21M +$2.53M +29,221 +372%
GIM
605
Grassi Investment Management
California
$3.2M +$61.1K +706 +2%
GIP
606
Granite Investment Partners
California
$3.2M – – –
CIC
607
Carnegie Investment Counsel
Ohio
$3.19M +$166K +1,920 +5%
UR
608
USCA RIA
Texas
$3.17M +$486K +5,613 +18%
Toronto Dominion Bank
609
Toronto Dominion Bank
Ontario, Canada
$3.17M +$181K +2,100 +6%
BSB
610
Bangor Savings Bank
Maine
$3.16M +$12.2K +141 +0.4%
HB
611
Homrich & Berg
Georgia
$3.16M +$125K +1,449 +4%
BFG
612
Beacon Financial Group
Texas
$3.12M +$3.12M +35,734 New
CIM
613
Corda Investment Management
Texas
$3.12M -$20.3K -235 -0.6%
SI
614
Scout Investments
Missouri
$3.09M +$68.8K +794 +2%
VFAM
615
Valley Forge Asset Management
Pennsylvania
$3.07M -$2.43K -28 -0.1%
NCM
616
Narwhal Capital Management
Georgia
$3.06M -$6.06K -70 -0.2%
VFP
617
Verus Financial Partners
Virginia
$3.06M +$69.5K +803 +2%
SNT
618
Security National Trust
West Virginia
$3.05M +$40.4K +466 +1%
LIM
619
Leavell Investment Management
Alabama
$2.97M -$517K -5,972 -15%
EHC
620
Everett Harris & Co
California
$2.97M – – –
SM
621
Stratton Management
Pennsylvania
$2.96M +$323K +3,725 +12%
BFM
622
Boston Financial Management
Massachusetts
$2.96M +$264K +3,050 +10%
LIC
623
Lodestar Investment Counsel
Illinois
$2.94M +$383K +4,425 +15%
GIM
624
Goelzer Investment Management
Indiana
$2.93M -$2.56M -29,517 -47%
BC
625
Bartlett & Co
Ohio
$2.93M -$36.3K -419 -1%
23 24
25
26 27