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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 %
WJA
826
Williams Jones & Associates
New York
$1.2M -$185K -2,140 -13%
III
827
Independent Investors Inc
New York
$1.19M – – –
LG
828
Leuthold Group
Minnesota
$1.19M -$143K -1,647 -11%
TF
829
Tompkins Financial
New York
$1.19M +$127K +1,467 +12%
SC
830
Saybrook Capital
North Carolina
$1.19M – – –
CWM
831
Concert Wealth Management
California
$1.17M +$163K +1,878 +16%
BTNA
832
Bremer Trust National Association
Minnesota
$1.17M +$9K +104 +0.8%
GD
833
Grandfield & Dodd
New York
$1.16M -$55.6K -642 -5%
CCA
834
Cobblestone Capital Advisors
New York
$1.15M +$3.46K +40 +0.3%
GIS
835
Guardian Investor Services
New York
$1.14M -$24.4K -282 -2%
DSC
836
Duncker Streett & Co
Missouri
$1.13M +$347 +4 +0%
EB
837
Eastern Bank
Massachusetts
$1.11M -$1.69M -19,543 -60%
VKH
838
Virtu KCG Holdings
New York
$1.11M +$1.11M +12,765 New
TAS
839
TIFF Advisory Services
Pennsylvania
$1.1M – – –
WAM
840
Winslow Asset Management
Ohio
$1.1M – – –
CCFCSB
841
Cape Cod Five Cents Savings Bank
Massachusetts
$1.09M -$34.6K -400 -3%
ACP
842
Aviance Capital Partners
Florida
$1.09M -$99.4K -1,148 -8%
SAM
843
SignalPoint Asset Management
Missouri
$1.09M +$1.09M +12,525 New
SOAMC
844
Spirit of America Management Corp
New York
$1.08M +$43.3K +500 +4%
HC
845
HHG & Company
Connecticut
$1.08M +$3.73K +43 +0.3%
RG
846
Renaissance Group
Kentucky
$1.07M -$14.5K -167 -1%
YMRC
847
Yorktown Management & Research Company
Virginia
$1.06M – – –
TT
848
Tower Trust
Indiana
$1.06M +$4.93K +57 +0.5%
ALA
849
Atherton Lane Advisers
California
$1.05M -$5.37K -62 -0.5%
CA
850
Cetera Advisors
Colorado
$1.04M -$417K -4,807 -29%
32 33
34
35 36