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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 %
RC
626
RegentAtlantic Capital
New Jersey
$3.07M -$376K -4,315 -11%
BFM
627
Boston Financial Management
Massachusetts
$3.04M +$61K +700 +2%
WA
628
WFG Advisors
Texas
$3.01M +$123K +1,417 +4%
Fisher Asset Management
629
Fisher Asset Management
Washington
$3M -$4.53M -52,025 -60%
Jane Street
630
Jane Street
New York
$3M +$2.26M +25,909 +304%
EHC
631
Everett Harris & Co
California
$2.98M – – –
MMG
632
Monetary Management Group
Missouri
$2.98M +$577K +6,625 +24%
SM
633
Stratton Management
Pennsylvania
$2.96M -$26.1K -300 -0.9%
HSA
634
HBK Sorce Advisory
Pennsylvania
$2.96M -$927K -10,646 -24%
DPIM
635
Duff & Phelps Investment Management
Illinois
$2.94M +$61K +700 +2%
FAAS
636
First Allied Advisory Services
California
$2.93M -$484K -5,555 -14%
PTC
637
Private Trust Company
Ohio
$2.93M +$975K +11,194 +50%
CBN
638
Cadence Bank NA
Texas
$2.92M +$274K +3,148 +10%
RW
639
Rand Wealth
Maryland
$2.91M +$111K +1,277 +4%
VIA
640
Vantage Investment Advisors
Pennsylvania
$2.89M +$2.89M +33,107 New
PAM
641
Paradigm Asset Management
New York
$2.88M -$584K -6,700 -17%
LIM
642
Leavell Investment Management
Alabama
$2.85M -$141K -1,623 -5%
JIC
643
Johnson Investment Counsel
Ohio
$2.85M +$62K +712 +2%
WP
644
WMS Partners
Maryland
$2.83M +$585K +6,718 +26%
FHA
645
First Horizon Advisors
Tennessee
$2.83M -$54.7K -642 -2%
WF
646
Welch & Forbes
Massachusetts
$2.81M -$61.7K -708 -2%
HCMNY
647
Howard Capital Management (New York)
New York
$2.8M +$450K +5,166 +19%
ECM
648
Exchange Capital Management
Michigan
$2.78M -$62K -711 -2%
SCA
649
Salient Capital Advisors
Texas
$2.75M +$35.4K +406 +1%
SWITC
650
Stewart West Indies Trading Company
Colorado
$2.74M – – –
24 25
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