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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
1
Capital World Investors
California
$4.06B
2
Capital International Investors
2
Capital International Investors
California
$366M
3
AIG
3
American International Group
New York
$301M
4
BFA
4
BlackRock Fund Advisors
California
$1.82B
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$226M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$8.5B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$71M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.33B
5
American Century Companies
5
American Century Companies
Missouri
$426M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
51
Putnam Investments
Massachusetts
$358M +$30.8M +353,219 +9%
DSA
52
Davis Selected Advisers
Arizona
$325M -$5.19M -59,562 -2%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$320M +$11.3M +129,898 +4%
AIG
54
American International Group
New York
$301M +$248M +2,847,179 +471%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$294M -$12.1M -138,940 -4%
Charles Schwab
56
Charles Schwab
California
$292M +$7.66M +87,922 +3%
CS
57
Credit Suisse
Switzerland
$280M +$35.3M +404,725 +14%
CRC
58
Cedar Rock Capital
United Kingdom
$277M -$35.3M -404,751 -11%
Renaissance Technologies
59
Renaissance Technologies
New York
$259M -$51.2M -587,800 -16%
U
60
UBS
Switzerland
$255M +$9.2M +105,581 +4%
MG
61
Meritage Group
California
$247M +$118K +1,356 +0%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$239M -$5.39M -61,909 -2%
RFC
63
Russell Frank Company
Washington
$233M -$8.63M -110,630 -4%
SONJCPFA
64
State of New Jersey Common Pension Fund A
New Jersey
$232M -$436K -5,000 -0.2%
MC
65
Montag & Caldwell
Georgia
$232M -$164M -1,885,846 -41%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$227M -$10.5M -120,773 -4%
BAM
67
Burgundy Asset Management
Ontario, Canada
$226M +$101M +1,161,898 +81%
PPA
68
Parametric Portfolio Associates
Washington
$212M +$4.61M +52,917 +2%
MTB
69
Mizuho Trust & Banking
Japan
$207M -$2.2M -26,050 -1%
Schroder Investment Management Group
70
Schroder Investment Management Group
United Kingdom
$205M +$9.68M +111,109 +5%
Canada Pension Plan Investment Board
71
Canada Pension Plan Investment Board
Ontario, Canada
$201M +$2.47M +28,354 +1%
Nordea Investment Management
72
Nordea Investment Management
Sweden
$200M -$7.94M -91,177 -4%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$198M +$1.7M +19,467 +0.9%
Prudential Financial
74
Prudential Financial
New Jersey
$191M -$14.9M -171,540 -7%
Barclays
75
Barclays
United Kingdom
$187M +$14.5M +167,194 +8%
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