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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 %
ZF
901
Zhang Financial
Michigan
$829K +$31K +358 +4%
CBT
902
Central Bank & Trust
Kentucky
$829K +$39K +450 +5%
GHA
903
GW Henssler & Associates
Georgia
$828K +$3.81K +44 +0.5%
AB
904
Atlas Brown
Kentucky
$827K -$36.2K -418 -4%
BDF
905
Balasa Dinverno & Foltz
$827K -$14.3K -165 -2%
LCM
906
Liberty Capital Management
Michigan
$825K -$4.33K -50 -0.5%
SSG
907
Summit Securities Group
New York
$823K -$563K -6,500 -41%
TC
908
Taylor Cottrill
New Hampshire
$816K – – –
FWC
909
First Washington Corp
Washington
$814K +$32.5K +375 +4%
NPIT
910
National Penn Investors Trust
Pennsylvania
$814K +$65.6K +757 +9%
MA
911
Marshwinds Advisory
Georgia
$811K +$866 +10 +0.1%
LC
912
Lakeshore Capital
Alabama
$810K – – –
BVDMP
913
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$805K – – –
MWAM
914
Mariner Wealth Advisors (Madison)
Kansas
$803K +$803K +9,270 New
EM
915
Excalibur Management
Massachusetts
$800K -$2.16K -25 -0.3%
IAS
916
INR Advisory Services
Pennsylvania
$799K – – –
ACI
917
Advance Capital I
Michigan
$797K – – –
JAFL
918
Jay A. Fishman Ltd
Michigan
$792K -$28.6K -330 -3%
WCM
919
Windsor Capital Management
Arizona
$792K -$28.5K -329 -3%
TFA
920
Toth Financial Advisory
Virginia
$791K – – –
WIS
921
Wright Investors Service
Connecticut
$790K -$18.6K -215 -2%
IB
922
Intrust Bank
Kansas
$779K -$94.3K -1,090 -11%
SBH
923
Segall Bryant & Hamill
Illinois
$772K +$2.86K +33 +0.4%
TH
924
Timber Hill
Connecticut
$771K +$771K +8,901 New
CC
925
Courier Capital
New York
$770K -$238K -2,752 -24%
35 36
37
38 39