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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 %
HPBT
676
High Point Bank & Trust
North Carolina
$2.44M – – –
GAM
677
Griffin Asset Management
New York
$2.43M +$154K +1,772 +7%
QI
678
QS Investors
New York
$2.43M -$357K -4,100 -13%
WB
679
Webster Bank
Connecticut
$2.4M -$20.5K -235 -0.8%
TSWM
680
Triangle Securities Wealth Management
North Carolina
$2.39M -$44.3K -509 -2%
FIM
681
Fernwood Investment Management
Massachusetts
$2.38M +$2.38M +27,275 New
SIG
682
Schooner Investment Group
Pennsylvania
$2.37M -$860K -10,000 -27%
FCB
683
First Citizens Bancorporation
South Carolina
$2.35M +$52.3K +600 +2%
Luther King Capital Management (LKCM)
684
Luther King Capital Management (LKCM)
Texas
$2.33M -$48.4K -555 -2%
ONB
685
Old National Bancorp
Indiana
$2.31M -$958 -11 -0%
TCM
686
Tradition Capital Management
New Jersey
$2.3M -$151K -1,735 -6%
KIA
687
KCM Investment Advisors
California
$2.3M -$140K -1,612 -6%
NMIFOAC
688
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.3M – – –
LIA
689
LS Investment Advisors
Michigan
$2.3M +$874K +10,031 +61%
FBNAT
690
FirstMerit Bank N.A. Trustee
Ohio
$2.3M -$65K -746 -3%
CCM
691
Compton Capital Management
Rhode Island
$2.26M +$17K +195 +0.8%
WCM
692
Weik Capital Management
Pennsylvania
$2.25M +$39.2K +450 +2%
BIA
693
Biondo Investment Advisors
Pennsylvania
$2.24M +$230K +2,641 +11%
GP
694
Girard Partners
Pennsylvania
$2.23M +$2.23M +25,643 New
ECM
695
ETrade Capital Management
Virginia
$2.23M +$443K +5,080 +25%
MWAC
696
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.22M -$26.1K -299 -1%
BHBT
697
Burke & Herbert Bank & Trust
Virginia
$2.21M -$174 -2 -0%
AI
698
Atria Investments
North Carolina
$2.2M +$85.6K +982 +4%
RBC
699
Ronald Blue & Co
Georgia
$2.19M -$261 -3 -0%
LNWWM
700
Laird Norton Wetherby Wealth Management
California
$2.19M +$5.23K +60 +0.2%
26 27
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