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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 %
ACI
926
Advance Capital I
Michigan
$836K +$34.8K +400 +4%
ZF
927
Zhang Financial
Michigan
$835K – – –
BDF
928
Balasa Dinverno & Foltz
$831K -$871 -10 -0.1%
SFG
929
SNS Financial Group
Minnesota
$831K +$831K +9,535 New
LCM
930
Liberty Capital Management
Michigan
$830K – – –
CBT
931
Central Bank & Trust
Kentucky
$826K -$8.72K -100 -1%
TC
932
Taylor Cottrill
New Hampshire
$821K – – –
FWC
933
First Washington Corp
Washington
$819K – – –
WCM
934
Windsor Capital Management
Arizona
$819K +$22.1K +254 +3%
MA
935
Marshwinds Advisory
Georgia
$816K – – –
LC
936
Lakeshore Capital
Alabama
$815K – – –
BVDMP
937
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$810K – – –
IAS
938
INR Advisory Services
Pennsylvania
$804K – – –
JAFL
939
Jay A. Fishman Ltd
Michigan
$797K – – –
WCM
940
Wisconsin Capital Management
Wisconsin
$797K +$220K +2,520 +38%
GLI
941
Guardian Life Insurance
New York
$796K -$918K -10,533 -54%
DBIA
942
Dumont & Blake Investment Advisors
New Jersey
$796K -$681K -7,811 -46%
BA
943
Boston Advisors
Massachusetts
$795K -$38.9K -446 -5%
TWA
944
TCI Wealth Advisors
Arizona
$793K +$66.8K +767 +9%
EWA
945
EP Wealth Advisors
California
$791K +$37.7K +432 +5%
EM
946
Excalibur Management
Massachusetts
$789K -$16.6K -190 -2%
TFA
947
Toth Financial Advisory
Virginia
$780K -$15.2K -175 -2%
MCM
948
Munder Capital Management
Michigan
$776K -$6.52M -74,865 -89%
SBH
949
Segall Bryant & Hamill
Illinois
$776K -$697 -8 -0.1%
FPCM
950
Financial Partners Capital Management
New York
$776K +$871 +10 +0.1%
36 37
38
39 40