PM icon

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 %
CPO
876
Cerity Partners OCIO
New York
$1.05M +$28.4K +326 +3%
WJA
877
Williams Jones & Associates
New York
$1.04M -$166K -1,900 -14%
DWT
878
Dorsey & Whitney Trust
South Dakota
$1.04M +$83.2K +956 +9%
PCM
879
Parsons Capital Management
Rhode Island
$1.04M -$2.18K -25 -0.2%
WIS
880
Wright Investors Service
Connecticut
$1.03M +$232K +2,665 +29%
SCA
881
Stonebridge Capital Advisors
Minnesota
$1.02M +$1.02M +11,651 New
DG
882
Davidson & Garrard
Virginia
$1.01M +$6.97K +80 +0.7%
RCAG
883
Rehmann Capital Advisory Group
Michigan
$1.01M +$75.3K +864 +8%
GL
884
Globe Life
Texas
$1M – – –
FAM
885
Forty4 Asset Management
Illinois
$1M +$1M +11,500 New
VNB
886
Valley National Bancorp
New York
$998K +$998K +11,458 New
FBFS
887
First Business Financial Services
Wisconsin
$995K +$8.89K +102 +0.9%
SFU
888
Stonehage Fleming (UK)
United Kingdom
$994K +$994K +11,410 New
HIC
889
Harvey Investment Company
Kentucky
$991K – – –
ZIC
890
ZWJ Investment Counsel
Georgia
$990K +$13.5K +155 +1%
SJL
891
Shayne & Jacobs LLC
Tennessee
$984K – – –
WSCM
892
Wellington Shields Capital Management
New York
$984K +$1.13K +13 +0.1%
FBA
893
Front Barnett Associates
Illinois
$977K -$5.05K -58 -0.5%
BHWM
894
Bar Harbor Wealth Management
New Hampshire
$973K -$15.2K -175 -2%
NIM
895
NuWave Investment Management
New Jersey
$973K +$951K +10,918 +4,402%
DD
896
Dominick & Dominick
New York
$970K -$11.8K -135 -1%
MPI
897
Mairs & Power Inc
Minnesota
$970K -$1.74K -20 -0.2%
STI
898
Susquehanna Trust & Investment
Pennsylvania
$950K -$832K -9,550 -47%
WCM
899
Wunderlich Capital Managemnt
Tennessee
$950K +$950K +10,903 New
CAG
900
Crestwood Advisors Group
Massachusetts
$947K -$54.2K -622 -5%
34 35
36
37 38