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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 %
TBA
826
Train Babcock Advisors
New York
$1.24M -$4.36K -50 -0.3%
PP
827
Patten & Patten
Tennessee
$1.24M -$113K -1,299 -8%
ASN
828
Advisory Services Network
Georgia
$1.24M +$697 +8 +0.1%
CWM
829
Calamos Wealth Management
Illinois
$1.23M -$1.09M -12,506 -47%
CWM
830
Concert Wealth Management
California
$1.22M +$46.9K +537 +4%
WI
831
WHV Investments
California
$1.22M -$2.29M -26,313 -65%
ANBTV
832
American National Bank & Trust (Virginia)
Virginia
$1.21M -$16.4K -188 -1%
NIM
833
Northeast Investment Management
Massachusetts
$1.21M -$50.4K -578 -4%
III
834
Independent Investors Inc
New York
$1.2M – – –
VAM
835
Visionary Asset Management
Texas
$1.2M +$1.2M +13,733 New
SC
836
Saybrook Capital
North Carolina
$1.19M – – –
CM
837
Capital Management
Virginia
$1.18M -$125K -1,437 -10%
HAIM
838
Hunter Associates Investment Management
Pennsylvania
$1.18M -$66K -757 -5%
PIA
839
Peachtree Investment Advisors
Georgia
$1.17M +$1.17M +13,471 New
STMM
840
South Texas Money Management
Texas
$1.17M -$115K -1,321 -9%
GD
841
Grandfield & Dodd
New York
$1.17M – – –
EWM
842
Endurance Wealth Management
Rhode Island
$1.17M -$99.9K -1,147 -8%
VFAM
843
Valley Forge Asset Management
Pennsylvania
$1.16M -$1.93M -22,150 -62%
EAM
844
Evanson Asset Management
California
$1.16M +$1.16M +13,311 New
AC
845
Addison Capital
Pennsylvania
$1.16M +$1.16M +13,288 New
CIA
846
Choate Investment Advisors
Massachusetts
$1.16M +$195K +2,239 +20%
BII
847
Baring International Investment
United Kingdom
$1.15M -$7.88M -90,374 -87%
WAM
848
Wolverine Asset Management
Illinois
$1.14M -$967K -11,100 -46%
BTNA
849
Bremer Trust National Association
Minnesota
$1.14M -$34.5K -396 -3%
GCA
850
Guardian Capital Advisors
Ontario, Canada
$1.14M -$12.2K -150 -1%
32 33
34
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