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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 %
WA
751
WBH Advisory
Maryland
$1.71M -$17.1K -198 -1%
IIM
752
Intact Investment Management
Quebec, Canada
$1.71M +$398K +4,600 +30%
ST
753
Smithfield Trust
Pennsylvania
$1.7M +$2.51K +29 +0.1%
GLI
754
Guardian Life Insurance
New York
$1.7M -$14.3K -165 -0.8%
PWAP
755
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.67M +$50.3K +581 +3%
MCMT
756
Moon Capital Management (Tennessee)
Tennessee
$1.67M +$1.67M +19,307 New
NRS
757
Neville Rodie & Shaw
New York
$1.66M -$56.3K -650 -3%
ST
758
Spot Trading
Illinois
$1.61M +$1.01M +11,677 +170%
LA
759
Lynch & Associates
Indiana
$1.6M -$15.6K -180 -1%
1GA
760
1st Global Advisors
Texas
$1.59M +$92.7K +1,070 +6%
OCG
761
Opus Capital Group
Ohio
$1.59M +$40.7K +470 +3%
PHIMC
762
Private Harbour Investment Management & Counsel
Ohio
$1.59M +$6.49K +75 +0.4%
HI
763
Hendershot Investments
Virginia
$1.58M -$104K -1,199 -6%
PCM
764
Princeton Capital Management
New Jersey
$1.58M -$42.7K -493 -3%
RA
765
Rational Advisors
New York
$1.56M -$69.3K -800 -4%
LW
766
Linscomb Wealth
Texas
$1.56M +$115K +1,325 +8%
BFS
767
Bradley Foster & Sargent
Connecticut
$1.56M -$109K -1,263 -7%
FNBTCON
768
First National Bank & Trust Co of Newtown
Pennsylvania
$1.55M -$30.3K -350 -2%
BT
769
Bankers Trust
Iowa
$1.54M -$182K -2,102 -11%
KWMG
770
King Wealth Management Group
Florida
$1.53M -$55.6K -642 -4%
ICAS
771
Investors Capital Advisory Services
Massachusetts
$1.53M +$100K +1,160 +7%
TCOTO
772
Trust Company of the Ozarks
Missouri
$1.52M -$9.09K -105 -0.6%
SCM
773
Shelton Capital Management
Colorado
$1.51M -$316K -3,651 -17%
FBP
774
Flippin Bruce & Porter
Virginia
$1.5M -$68.1K -786 -4%
FFC
775
First Financial Corp
Indiana
$1.5M -$34.2K -395 -2%
29 30
31
32 33