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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 %
ANTB
801
AMG National Trust Bank
Colorado
$1.35M -$15.1K -174 -1%
PP
802
Patten & Patten
Tennessee
$1.35M -$18.3K -211 -1%
MA
803
Montag & Associates
Georgia
$1.34M +$69.2K +800 +5%
SSWM
804
Sheets Smith Wealth Management
North Carolina
$1.33M +$433 +5 +0%
NES
805
New England Securities
New York
$1.33M +$174K +2,014 +15%
Fiera Capital (Canada)
806
Fiera Capital (Canada)
Quebec, Canada
$1.33M +$17.3K +200 +1%
MIM
807
Montgomery Investment Management
Maryland
$1.32M -$113K -1,300 -8%
MIC
808
MU Investments Company
Japan
$1.3M -$354K -4,050 -21%
WCA
809
Westover Capital Advisors
Delaware
$1.3M -$345K -3,981 -21%
CM
810
Capital Management
Virginia
$1.3M -$508K -5,861 -28%
FMWA
811
Forvis Mazars Wealth Advisors
Missouri
$1.3M -$261K -3,018 -17%
STMM
812
South Texas Money Management
Texas
$1.28M -$21.7K -251 -2%
EWM
813
Endurance Wealth Management
Rhode Island
$1.26M – – –
WHRC
814
W.H. Reaves & Co
New Jersey
$1.26M – – –
B
815
BancorpSouth
Mississippi
$1.25M +$186K +2,148 +17%
IPRC
816
Indices-Pac Research Corporation
New Jersey
$1.25M -$1.99M -22,964 -61%
NIM
817
Northeast Investment Management
Massachusetts
$1.25M – – –
RNS
818
Robert N. Shapiro
$1.25M +$43.3K +500 +4%
AP
819
Advisor Partners
California
$1.24M +$61.8K +714 +5%
TBA
820
Train Babcock Advisors
New York
$1.24M +$262K +3,028 +27%
HAIM
821
Hunter Associates Investment Management
Pennsylvania
$1.24M -$430K -4,962 -26%
MCM
822
Maryland Capital Management
Maryland
$1.24M +$59.3K +685 +5%
ASN
823
Advisory Services Network
Georgia
$1.23M +$190K +2,193 +18%
GCA
824
Guardian Capital Advisors
Ontario, Canada
$1.23M -$164K -1,900 -12%
ANBTV
825
American National Bank & Trust (Virginia)
Virginia
$1.22M -$345K -3,987 -22%
31 32
33
34 35