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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 %
MAM
676
Mizuho Asset Management
Japan
$2.34M -$3.42M -39,550 -59%
HCMNY
677
Howard Capital Management (New York)
New York
$2.34M – – –
CP
678
Corbenic Partners
Pennsylvania
$2.32M +$181K +2,086 +8%
CIM
679
CenturyLink Investment Management
Colorado
$2.32M -$250K -2,886 -10%
CWM
680
Calamos Wealth Management
Illinois
$2.3M -$928K -10,717 -29%
ONB
681
Old National Bancorp
Indiana
$2.3M -$1.04M -12,021 -31%
NMIFOAC
682
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.29M – – –
FCB
683
First Citizens Bancorporation
South Carolina
$2.28M +$138K +1,590 +6%
AWA
684
AmeriServ Wealth Advisors
Pennsylvania
$2.27M -$39.2K -453 -2%
VAS
685
Valicenti Advisory Services
New York
$2.26M -$46.8K -540 -2%
GAM
686
Griffin Asset Management
New York
$2.26M +$30.7K +354 +1%
WP
687
WMS Partners
Maryland
$2.24M +$89.8K +1,037 +4%
MWAC
688
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.23M +$91.1K +1,052 +4%
CCM
689
Compton Capital Management
Rhode Island
$2.23M +$176K +2,035 +9%
UF
690
Univest Financial
Pennsylvania
$2.22M +$55.9K +646 +3%
CCM
691
Chilton Capital Management
Texas
$2.21M -$2.6K -30 -0.1%
WCM
692
Weik Capital Management
Pennsylvania
$2.2M +$106K +1,225 +5%
ACM
693
Aviance Capital Management
Florida
$2.2M -$350K -4,038 -14%
DP
694
Dearborn Partners
Illinois
$2.2M +$91.3K +1,055 +4%
BHBT
695
Burke & Herbert Bank & Trust
Virginia
$2.2M -$13K -150 -0.6%
BSPF
696
British Steel Pension Fund
United Kingdom
$2.19M -$139K -1,605 -6%
BKBG
697
BHF Kleinwort Benson Group
Belgium
$2.19M +$831K +9,596 +61%
RBC
698
Ronald Blue & Co
Georgia
$2.18M +$1.87M +21,638 +610%
LNWWM
699
Laird Norton Wetherby Wealth Management
California
$2.18M -$81.3K -939 -4%
CEP
700
Chicago Equity Partners
Illinois
$2.17M -$15.4M -177,810 -88%
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