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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 %
DSC
851
Duncker Streett & Co
Missouri
$1.14M +$523 +6 +0%
Lazard Asset Management
852
Lazard Asset Management
New York
$1.14M +$104K +1,200 +10%
First Eagle Investment Management
853
First Eagle Investment Management
New York
$1.13M -$2.35M -27,000 -68%
GGPS
854
Gary Goldberg Planning Services
New York
$1.13M +$928K +10,652 +455%
GIS
855
Guardian Investor Services
New York
$1.13M -$11.5K -132 -1%
SCM
856
Schnieders Capital Management
California
$1.13M +$1.13M +12,967 New
CA
857
Cetera Advisors
Colorado
$1.13M +$84.7K +973 +8%
DAS
858
Dynamic Advisor Solutions
Arizona
$1.13M +$1.13M +12,932 New
TRCT
859
Tower Research Capital (TRC)
New York
$1.11M -$3.13M -35,915 -74%
CCFCSB
860
Cape Cod Five Cents Savings Bank
Massachusetts
$1.1M +$5.23K +60 +0.5%
YMRC
861
Yorktown Management & Research Company
Virginia
$1.1M +$34.8K +400 +3%
WAM
862
Winslow Asset Management
Ohio
$1.1M -$4.27K -49 -0.4%
IPC
863
Independent Portfolio Consultants
Florida
$1.1M +$224K +2,570 +26%
NPIT
864
National Penn Investors Trust
Pennsylvania
$1.1M +$276K +3,171 +34%
TT
865
Tower Trust
Indiana
$1.09M +$26.1K +300 +2%
CCA
866
Cobblestone Capital Advisors
New York
$1.09M -$68.5K -786 -6%
RMSCM
867
R.M. Sincerbeaux Capital Management
New York
$1.08M +$1.08M +12,350 New
Fuller & Thaler Asset Management
868
Fuller & Thaler Asset Management
California
$1.07M +$122K +1,400 +13%
JIM
869
Jupiter Investment Management
United Kingdom
$1.06M +$1.06M +12,200 New
PCA
870
Peddock Capital Advisors
Massachusetts
$1.06M +$1.06M +12,160 New
BAS
871
Brown Advisory Securities
Maryland
$1.06M +$26.9K +309 +3%
CCM
872
Catapult Capital Management
New York
$1.06M -$2.64M -30,258 -71%
HC
873
HHG & Company
Connecticut
$1.05M -$34.3K -392 -3%
SAM
874
SignalPoint Asset Management
Missouri
$1.05M -$41.7K -479 -4%
BST
875
Bath Savings Trust
Maine
$1.05M +$28.3K +325 +3%
33 34
35
36 37