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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 %
MCM
601
MAI Capital Management
Ohio
$3.4M -$8.75M -100,381 -72%
FLPIM
602
F.L. Putnam Investment Management
Massachusetts
$3.37M -$1.24M -14,229 -27%
YAM
603
Yacktman Asset Management
Texas
$3.37M – – –
GIA
604
Guyasuta Investment Advisors
Pennsylvania
$3.36M -$159K -1,822 -5%
PAM
605
PartnerRe Asset Management
Connecticut
$3.36M -$234K -2,684 -7%
ANI
606
American National Insurance
Texas
$3.33M – – –
EWM
607
Elite Wealth Management
Washington
$3.32M +$2.77M +31,802 +507%
ACM
608
Argentus Capital Management
Texas
$3.28M +$641K +7,356 +24%
UR
609
USCA RIA
Texas
$3.23M +$38.4K +441 +1%
HPCM
610
High Pointe Capital Management
Illinois
$3.23M -$521K -5,980 -14%
BSB
611
Bangor Savings Bank
Maine
$3.22M +$39.6K +455 +1%
HB
612
Homrich & Berg
Georgia
$3.22M +$41.2K +473 +1%
GIP
613
Granite Investment Partners
California
$3.21M -$8.71K -100 -0.3%
SNT
614
Security National Trust
West Virginia
$3.19M +$113K +1,299 +4%
Northwestern Mutual Wealth Management
615
Northwestern Mutual Wealth Management
Wisconsin
$3.18M -$106K -1,212 -3%
LFR
616
Lehman Financial Resources
Pennsylvania
$3.17M +$3.17M +36,350 New
BC
617
Bartlett & Co
Ohio
$3.15M +$196K +2,250 +7%
GIM
618
Goelzer Investment Management
Indiana
$3.14M +$190K +2,184 +6%
CIM
619
Corda Investment Management
Texas
$3.13M -$8.71K -100 -0.3%
GCG
620
Giovine Capital Group
California
$3.11M -$199K -2,283 -6%
PAI
621
Pittenger & Anderson Inc
Nebraska
$3.11M +$218K +2,505 +8%
PBT
622
Pictet Bank & Trust
Bahamas
$3.11M +$3.11M +35,710 New
FA
623
FDx Advisors
Illinois
$3.1M +$173K +1,998 +6%
VFP
624
Verus Financial Partners
Virginia
$3.09M +$13.2K +151 +0.4%
NCM
625
Narwhal Capital Management
Georgia
$3.08M – – –
23 24
25
26 27