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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 %
CC
651
ClearArc Capital
Ohio
$2.73M -$1.36M -15,606 -33%
VV
652
Verity & Verity
South Carolina
$2.7M -$151K -1,732 -5%
NJBEST
653
New Jersey Better Educational Savings Trust
New Jersey
$2.7M +$261K +3,000 +11%
BT
654
Brandywine Trust
Delaware
$2.69M – – –
TTWM
655
TCV Trust & Wealth Management
Virginia
$2.68M +$57.6K +661 +2%
P
656
Pitcairn
Pennsylvania
$2.66M +$26.4K +303 +1%
WTIM
657
Wilmington Trust Investment Management
Delaware
$2.66M -$95.7K -1,099 -3%
CCM
658
Coldstream Capital Management
Washington
$2.64M +$110K +1,260 +4%
FCI
659
Financial Counselors Inc
Kansas
$2.63M +$84.5K +970 +3%
TCM
660
Tufton Capital Management
Maryland
$2.61M +$12.9K +148 +0.5%
PP
661
Palladium Partners
Virginia
$2.57M -$65.3K -750 -2%
CI
662
Constellation Investments
Ohio
$2.56M +$157K +1,800 +7%
PHS
663
Pekin Hardy Strauss
Illinois
$2.56M – – –
IPRC
664
Indices-Pac Research Corporation
New Jersey
$2.56M +$1.3M +14,926 +103%
PWM
665
Perigon Wealth Management
California
$2.53M +$2.53M +29,046 New
SCM
666
Summit Capital Management
Washington
$2.53M +$2.53M +29,005 New
SC
667
Scotia Capital
Ontario, Canada
$2.53M +$378K +4,334 +18%
PFP
668
Pinnacle Financial Partners
Tennessee
$2.52M -$204K -2,346 -8%
MCM
669
Murphy Capital Management
New Jersey
$2.51M -$95.7K -1,098 -4%
EI
670
Excelsia Inc
Georgia
$2.51M -$410K -4,710 -14%
HAI
671
Hennessy Advisors Inc
California
$2.49M -$43.6K -500 -2%
PAM
672
Private Asset Management
California
$2.48M +$749K +8,600 +43%
SI
673
SII Investments
Wisconsin
$2.46M +$476K +5,451 +24%
FNBT
674
FineMark National Bank & Trust
Florida
$2.46M +$49K +563 +2%
ST
675
Spinnaker Trust
Maine
$2.45M – – –
25 26
27
28 29