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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
Capital World Investors
California
+$772M
2
Capital International Investors
Capital International Investors
California
+$366M
3
AIG
American International Group
New York
+$248M
4
BFA
BlackRock Fund Advisors
California
+$124M
5
BAM
Burgundy Asset Management
Ontario, Canada
+$101M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$401M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$363M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$280M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$190M
5
American Century Companies
American Century Companies
Missouri
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
801
B. Riley Wealth Advisors
Florida
$1.41M -$45.6K -523 -3%
MCM
802
Manchester Capital Management
Vermont
$1.4M +$14.3K +164 +1%
KT
803
Kanaly Trust
Texas
$1.39M +$1.39M +15,999 New
FNBTCON
804
First National Bank & Trust Co of Newtown
Pennsylvania
$1.37M -$190K -2,175 -12%
DAM
805
Delta Asset Management
Tennessee
$1.36M -$26.9K -309 -2%
B
806
BancorpSouth
Mississippi
$1.35M +$95.5K +1,096 +8%
SSWM
807
Sheets Smith Wealth Management
North Carolina
$1.35M +$11K +126 +0.8%
AP
808
Advisor Partners
California
$1.35M +$98.9K +1,135 +8%
MCM
809
Maryland Capital Management
Maryland
$1.35M +$100K +1,150 +8%
MA
810
Montag & Associates
Georgia
$1.35M -$7.84K -90 -0.6%
TT
811
Tiedemann Trust
Delaware
$1.34M +$934K +10,722 +228%
SSG
812
Summit Securities Group
New York
$1.33M +$505K +5,800 +61%
PFBT
813
Parkside Financial Bank & Trust
Missouri
$1.32M -$63.4K -728 -5%
FMWA
814
Forvis Mazars Wealth Advisors
Missouri
$1.32M +$9.76K +112 +0.7%
ITIM
815
Indiana Trust & Investment Management
Indiana
$1.3M -$116K -1,328 -8%
ST
816
Sentinel Trust
Texas
$1.3M -$69.6K -799 -5%
OIM
817
Orca Investment Management
Oregon
$1.29M +$1.29M +14,786 New
BFC
818
Blue Fin Capital
Rhode Island
$1.28M +$1.28M +14,733 New
RC
819
Roundview Capital
New Jersey
$1.28M +$1.28M +14,657 New
TF
820
Tompkins Financial
New York
$1.27M +$76.1K +873 +6%
HC
821
Hendley & Co
Ohio
$1.27M +$1.27M +14,595 New
WHRC
822
W.H. Reaves & Co
New Jersey
$1.27M – – –
MIC
823
MU Investments Company
Japan
$1.26M -$22.4K -260 -2%
GIBU
824
Gulf International Bank (UK)
United Kingdom
$1.26M +$1.26M +14,436 New
SIM
825
SSI Investment Management
California
$1.25M -$172K -1,969 -12%
31 32
33
34 35