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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
1
Capital World Investors
California
$3.27B
2
Citadel Advisors
2
Citadel Advisors
Florida
$282M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$307M
4
AAM
4
Aberdeen Asset Management
United Kingdom
$1.28B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.64B

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$500M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$7.49M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.62B
4
State Street
4
State Street
Massachusetts
$5.79B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.03B
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
51
VOYA Investment Management
Georgia
$349M +$75.8M +875,247 +28%
Federated Hermes
52
Federated Hermes
Pennsylvania
$338M +$72M +831,122 +27%
DSA
53
Davis Selected Advisers
Arizona
$328M -$3.93M -45,362 -1%
PI
54
Putnam Investments
Massachusetts
$326M +$20.6M +237,666 +7%
BTS
55
BB&T Securities
Virginia
$325M +$1.64M +1,898 +0.5%
CRC
56
Cedar Rock Capital
United Kingdom
$311M -$207K -2,393 -0.1%
Renaissance Technologies
57
Renaissance Technologies
New York
$309M +$42M +484,800 +16%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$307M +$180M +2,083,303 +143%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$305M -$14.4M -165,762 -5%
Charles Schwab
60
Charles Schwab
California
$285M +$8.52M +97,508 +3%
Citadel Advisors
61
Citadel Advisors
Florida
$282M +$242M +2,797,470 +612%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$270M -$12.8M -147,704 -5%
RFC
63
Russell Frank Company
Washington
$268M -$2.53M -29,184 -0.9%
MG
64
Meritage Group
California
$245M – – –
U
65
UBS
Switzerland
$245M +$44.4M +512,333 +22%
CS
66
Credit Suisse
Switzerland
$243M -$66.9M -772,741 -22%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$242M -$8.74M -100,919 -3%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$236M -$5.31M -61,313 -2%
SONJCPFA
69
State of New Jersey Common Pension Fund A
New Jersey
$231M -$9.96M -115,000 -4%
SO
70
STRS Ohio
Ohio
$222M -$57M -658,071 -20%
MTB
71
Mizuho Trust & Banking
Japan
$214M – – –
Allianz Asset Management
72
Allianz Asset Management
Germany
$211M -$61.5M -710,686 -23%
Nordea Investment Management
73
Nordea Investment Management
Sweden
$207M -$19.3M -222,655 -9%
PPA
74
Parametric Portfolio Associates
Washington
$206M -$4.92M -56,853 -2%
IGIM
75
I.G. Investment Management
Manitoba, Canada
$206M +$22.7M +262,067 +12%
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