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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 %
EA
951
Emerald Advisers
Pennsylvania
$771K +$57.3K +658 +8%
BC
952
Burney Company
Virginia
$770K -$2.09K -24 -0.3%
PWW
953
Pettyjohn Wood & White
Virginia
$763K -$6.54K -75 -0.8%
ESBC
954
E.S. Barr & Co
Kentucky
$761K +$1.74K +20 +0.2%
IH
955
IFC Holdings
Florida
$761K +$38.3K +441 +5%
GSBTD
956
Glenview State Bank Trust Department
Illinois
$754K +$754K +8,653 New
PWLP
957
Prio Wealth Limited Partnership
Massachusetts
$751K -$19.1K -220 -2%
Verition Fund Management
958
Verition Fund Management
Connecticut
$743K +$743K +8,532 New
DCLA
959
Douglas C. Lane & Associates
New York
$740K +$37K +425 +5%
SCM
960
SOL Capital Management
Maryland
$740K +$75.7K +869 +11%
SIG
961
Schaller Investment Group
North Carolina
$737K – – –
JRP
962
Jasper Ridge Partners
California
$735K – – –
AA
963
Ancora Advisors
Ohio
$734K +$2.35K +27 +0.3%
SWM
964
SVA Wealth Management
Wisconsin
$731K +$731K +8,391 New
DHFB
965
Dixon Hubard Feinour & Brown
Virginia
$722K -$9.84K -113 -1%
IB
966
Intrust Bank
Kansas
$719K -$65.4K -750 -8%
CIC
967
Chilton Investment Company
Connecticut
$716K +$395K +4,530 +123%
WPC
968
White Pine Capital
Minnesota
$714K -$173K -1,985 -20%
HCA
969
Harbour Capital Advisors
Virginia
$713K – – –
CAM
970
Carret Asset Management
New York
$711K +$4.36K +50 +0.6%
RAM
971
Redmond Asset Management
Virginia
$711K +$87.1K +1,000 +14%
MWP
972
MYCIO Wealth Partners
Pennsylvania
$709K -$7.32K -84 -1%
NAMP
973
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$704K – – –
MSS
974
Mitchell Sinkler & Starr
Pennsylvania
$700K – – –
BC
975
Banced Corp
Illinois
$697K -$63.9K -733 -8%
37 38
39
40 41