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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 %
AIM
876
Avity Investment Management
Connecticut
$942K -$143K -1,655 -13%
Fuller & Thaler Asset Management
877
Fuller & Thaler Asset Management
California
$941K -$199K -2,300 -17%
WCM Investment Management
878
WCM Investment Management
California
$936K +$15.6K +180 +2%
RCAG
879
Rehmann Capital Advisory Group
Michigan
$926K -$44.2K -511 -5%
SFSG
880
Stearns Financial Services Group
North Carolina
$921K -$91.3K -1,055 -9%
FCCM
881
First City Capital Management
Georgia
$921K +$86.6K +1,000 +10%
AF
882
Arrow Financial
New York
$917K -$10.8K -125 -1%
SAG
883
Sterne Agee Group
Alabama
$916K -$117K -1,349 -11%
MIM
884
Marco Investment Management
Georgia
$914K +$1.65K +19 +0.2%
NSCM
885
New South Capital Management
Tennessee
$901K – – –
BJL
886
Brighton Jones LLC
Washington
$895K +$289K +3,342 +48%
KTC
887
Kistler-Tiffany Companies
Pennsylvania
$894K +$60.9K +703 +7%
CNBT
888
Canandaigua National Bank & Trust
New York
$882K -$17.3K -200 -2%
WPC
889
White Pine Capital
Minnesota
$881K -$316K -3,650 -26%
Mariner
890
Mariner
Kansas
$879K -$56.6K -653 -6%
CB
891
Chemical Bank
Michigan
$869K -$657K -7,593 -43%
IPC
892
Independent Portfolio Consultants
Florida
$867K +$65K +750 +8%
MM
893
Midas Management
New York
$866K – – –
OIM
894
Opus Investment Management
Massachusetts
$866K – – –
GC
895
Grimes & Company
Massachusetts
$863K +$12.6K +145 +1%
GT
896
Greenleaf Trust
Michigan
$861K +$80.5K +929 +10%
CA
897
Cortland Associates
Missouri
$858K -$6.75K -78 -0.8%
BO
898
BRR OpCo
Ohio
$851K +$20.8K +240 +3%
FM
899
Forward Management
California
$830K -$4.93M -56,970 -86%
BA
900
Boston Advisors
Massachusetts
$829K -$73.2K -845 -8%
34 35
36
37 38