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 %
RNS
901
Robert N. Shapiro
$933K -$320K -3,671 -26%
RG
902
Renaissance Group
Kentucky
$931K -$147K -1,686 -14%
AF
903
Arrow Financial
New York
$922K – – –
CNBT
904
Canandaigua National Bank & Trust
New York
$921K +$33.1K +380 +4%
KTC
905
Kistler-Tiffany Companies
Pennsylvania
$918K +$18.4K +211 +2%
GC
906
Grimes & Company
Massachusetts
$914K +$45.8K +525 +5%
SFSG
907
Stearns Financial Services Group
North Carolina
$912K -$14.9K -171 -2%
LNC
908
Lincoln National Corp
Pennsylvania
$911K +$911K +10,463 New
NSCM
909
New South Capital Management
Tennessee
$906K – – –
BCA
910
Bernzott Capital Advisors
California
$897K +$897K +10,300 New
GT
911
Greenleaf Trust
Michigan
$896K +$30.2K +347 +3%
GHA
912
GW Henssler & Associates
Georgia
$889K +$56.2K +645 +7%
CFA
913
Carroll Financial Associates
North Carolina
$881K -$135K -1,552 -13%
VFS
914
VSR Financial Services
Kansas
$878K +$319K +3,659 +57%
FCCM
915
First City Capital Management
Georgia
$877K -$49.2K -565 -5%
ALA
916
Atherton Lane Advisers
California
$877K -$174K -2,000 -17%
CCM
917
Chilton Capital Management
Texas
$875K -$1.35M -15,531 -61%
OIM
918
Opus Investment Management
Massachusetts
$871K – – –
MM
919
Midas Management
New York
$871K – – –
BO
920
BRR OpCo
Ohio
$870K +$13.9K +160 +2%
CB
921
Chemical Bank
Michigan
$864K -$10.9K -125 -1%
SCA
922
SAC Capital Advisors
Connecticut
$853K -$981K -11,257 -53%
BB
923
Bell Bank
North Dakota
$853K -$96.3K -1,105 -10%
EB
924
Eastern Bank
Massachusetts
$846K -$273K -3,136 -24%
AIM
925
Avity Investment Management
Connecticut
$846K -$102K -1,170 -11%
35 36
37
38 39