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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 %
PCM
851
Parsons Capital Management
Rhode Island
$1.03M – – –
BAS
852
Brown Advisory Securities
Maryland
$1.03M -$5.45K -63 -0.5%
Lazard Asset Management
853
Lazard Asset Management
New York
$1.02M -$431K -4,978 -30%
AC
854
Alexandria Capital
Virginia
$1.01M +$778K +8,987 +330%
BST
855
Bath Savings Trust
Maine
$1.01M – – –
CFA
856
Carroll Financial Associates
North Carolina
$1.01M -$78.8K -910 -7%
CPO
857
Cerity Partners OCIO
New York
$1.01M +$35.9K +414 +4%
DG
858
Davidson & Garrard
Virginia
$997K +$80.7K +932 +9%
GL
859
Globe Life
Texas
$996K – – –
CAG
860
Crestwood Advisors Group
Massachusetts
$995K +$58.2K +673 +6%
CCA
861
Catalyst Capital Advisors
New York
$993K +$993K +11,473 New
HIC
862
Harvey Investment Company
Kentucky
$985K -$35.7K -412 -3%
BHWM
863
Bar Harbor Wealth Management
New Hampshire
$982K -$37.4K -432 -4%
FBFS
864
First Business Financial Services
Wisconsin
$980K -$143K -1,648 -13%
SJL
865
Shayne & Jacobs LLC
Tennessee
$979K – – –
WSCM
866
Wellington Shields Capital Management
New York
$977K +$5.8K +67 +0.6%
DD
867
Dominick & Dominick
New York
$976K -$70.7K -816 -7%
FBA
868
Front Barnett Associates
Illinois
$976K – – –
ZIC
869
ZWJ Investment Counsel
Georgia
$971K -$16K -185 -2%
MPI
870
Mairs & Power Inc
Minnesota
$966K +$244K +2,823 +34%
AI
871
Ariel Investments
Illinois
$957K +$957K +11,057 New
CIA
872
Choate Investment Advisors
Massachusetts
$956K -$70.8K -818 -7%
DWT
873
Dorsey & Whitney Trust
South Dakota
$954K +$64.1K +740 +7%
PCM
874
Prelude Capital Management
New York
$952K +$952K +11,000 New
BB
875
Bell Bank
North Dakota
$943K +$11.6K +134 +1%
33 34
35
36 37