PM icon

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 %
Connor, Clark & Lunn Investment Management (CC&L)
701
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.17M +$498K +5,600 +30%
MWR
702
McAdams Wright Ragen
Washington
$2.16M +$143K +1,655 +7%
CK
703
Cohen Klingenstein
New York
$2.15M – – –
SC
704
Scotia Capital
Ontario, Canada
$2.13M -$411K -4,751 -16%
MCWS
705
McKinley Carter Wealth Services
West Virginia
$2.12M +$40K +462 +2%
PWM
706
ParenteBeard Wealth Management
Pennsylvania
$2.11M -$614K -7,092 -23%
RT
707
Reliance Trust
Georgia
$2.11M -$1.6M -18,431 -43%
TBA
708
Tower Bridge Advisors
Pennsylvania
$2.11M -$368K -4,250 -15%
FBB
709
Fulton Breakefield Broenniman
Maryland
$2.1M +$304K +3,516 +17%
AI
710
Atria Investments
North Carolina
$2.1M +$116K +1,342 +6%
WAM
711
Wolverine Asset Management
Illinois
$2.1M -$3.98M -45,950 -65%
WDA
712
Wendell David Associates
New Hampshire
$2.03M -$108K -1,240 -5%
ACM
713
Argonaut Capital Management
New York
$2.02M – – –
SC
714
SouthState Corp
Florida
$2.02M +$546K +6,307 +37%
WI
715
Wedgewood Investors
Pennsylvania
$2M – – –
NPC
716
National Planning Corporation
California
$2M +$48.4K +554 +2%
LNB
717
Ledyard National Bank
$2M +$31.6K +365 +2%
BIA
718
Biondo Investment Advisors
Pennsylvania
$2M +$224K +2,588 +13%
ACP
719
Ashfield Capital Partners
California
$1.99M -$27.5K -318 -1%
BAM
720
Barrett Asset Management
New York
$1.99M +$80.5K +930 +4%
SI
721
SII Investments
Wisconsin
$1.97M -$506K -5,848 -20%
PTC
722
Private Trust Company
Ohio
$1.94M +$118K +1,366 +6%
PNC
723
Park National Corp
Ohio
$1.94M +$29.4K +339 +2%
BA
724
Birinyi Associates
Connecticut
$1.93M -$195K -2,250 -9%
BPM
725
Bowling Portfolio Management
Ohio
$1.91M -$250K -2,886 -12%
27 28
29
30 31