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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 %
DAM
951
Doheny Asset Management
California
$683K – – –
TC
952
Telemus Capital
Michigan
$680K +$680K +7,853 New
RMDI
953
R.M. Davis Inc
Maine
$679K -$192K -2,218 -22%
JIC
954
Joel Isaacson & Co
New York
$676K +$209K +2,412 +45%
PAS
955
Partnervest Advisory Services
California
$670K +$7.19K +83 +1%
SAMC
956
Shinko Asset Management Company
Japan
$667K -$43.3K -500 -6%
PPSG
957
Princeton Portfolio Strategies Group
New Jersey
$664K -$8.66K -100 -1%
ECM
958
Endex Capital Management
Kansas
$662K – – –
PFS
959
Penseco Financial Services
Pennsylvania
$662K +$10.8K +125 +2%
SCM
960
SOL Capital Management
Maryland
$660K +$1.39K +16 +0.2%
SAA
961
Southeast Asset Advisors
Georgia
$660K +$660K +7,627 New
MHIC
962
Marble Harbor Investment Counsel
Massachusetts
$652K -$121K -1,400 -16%
SC
963
Savant Capital
Illinois
$649K +$10.4K +120 +2%
MSR
964
Main Street Research
Connecticut
$647K -$44.1K -509 -6%
WS
965
Wedbush Securities
California
$644K +$158K +1,822 +32%
WMSA
966
Weiss Multi-Strategy Advisers
New York
$643K +$643K +7,430 New
MC
967
MSF Capital
New York
$641K +$641K +7,400 New
GIP
968
Greatmark Investment Partners
Georgia
$639K – – –
AHB
969
Abner Herrman & Brock
New Jersey
$630K -$25.2K -291 -4%
FHB
970
First Hawaiian Bank
Hawaii
$626K +$115K +1,331 +23%
AAC
971
Asset Advisors Corp
Georgia
$623K -$4.21M -48,700 -87%
MIP
972
Marietta Investment Partners
Wisconsin
$623K -$73.5K -850 -11%
CWA
973
Constellation Wealth Advisors
New York
$622K +$172K +1,991 +38%
RAM
974
Redmond Asset Management
Virginia
$620K +$26K +300 +4%
SSM
975
Sound Shore Management
Connecticut
$619K – – –
37 38
39
40 41