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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 %
FPCM
926
Financial Partners Capital Management
New York
$770K +$779 +9 +0.1%
BC
927
Burney Company
Virginia
$767K -$28.9K -334 -4%
PWLP
928
Prio Wealth Limited Partnership
Massachusetts
$766K +$13K +150 +2%
PWW
929
Pettyjohn Wood & White
Virginia
$764K – – –
BC
930
Banced Corp
Illinois
$756K -$55.8K -644 -7%
ESBC
931
E.S. Barr & Co
Kentucky
$755K +$45.3K +523 +6%
EWA
932
EP Wealth Advisors
California
$748K +$21.8K +252 +3%
Jane Street
933
Jane Street
New York
$738K -$5.96M -68,806 -89%
SIG
934
Schaller Investment Group
North Carolina
$733K – – –
JRP
935
Jasper Ridge Partners
California
$731K -$186K -2,150 -20%
IH
936
IFC Holdings
Florida
$729K +$77.6K +885 +12%
DHFB
937
Dixon Hubard Feinour & Brown
Virginia
$728K – – –
AA
938
Ancora Advisors
Ohio
$727K -$26K -300 -3%
TWA
939
TCI Wealth Advisors
Arizona
$722K -$12.6K -145 -2%
MWP
940
MYCIO Wealth Partners
Pennsylvania
$712K +$373K +4,313 +110%
EA
941
Emerald Advisers
Pennsylvania
$709K +$25.3K +292 +4%
HCA
942
Harbour Capital Advisors
Virginia
$708K – – –
CAM
943
Carret Asset Management
New York
$702K -$19K -219 -3%
NAMP
944
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$700K – – –
DCLA
945
Douglas C. Lane & Associates
New York
$698K +$23.8K +275 +4%
MSS
946
Mitchell Sinkler & Starr
Pennsylvania
$696K -$369K -4,264 -35%
CWM
947
Cabot Wealth Management
Massachusetts
$696K -$149K -1,725 -18%
FSC
948
Fiduciary Services Corp
Georgia
$695K +$87 +1 +0%
ST
949
Stifel Trust
Missouri
$694K -$77.7K -896 -10%
KFS
950
KMS Financial Services
Washington
$691K +$68.2K +788 +11%
36 37
38
39 40