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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
1
Capital World Investors
California
$4.06B
2
Capital International Investors
2
Capital International Investors
California
$366M
3
AIG
3
American International Group
New York
$301M
4
BFA
4
BlackRock Fund Advisors
California
$1.82B
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$226M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$8.5B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$71M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.33B
5
American Century Companies
5
American Century Companies
Missouri
$426M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lord, Abbett & Co
76
Lord, Abbett & Co
New Jersey
$184M +$5.07M +58,218 +3%
Principal Financial Group
77
Principal Financial Group
Iowa
$183M +$5.93M +68,067 +3%
SB
78
Suntrust Banks
Georgia
$176M +$50.6M +580,653 +40%
SO
79
STRS Ohio
Ohio
$176M -$48.1M -551,733 -21%
JFL
80
Jarislowsky, Fraser Ltd
Quebec, Canada
$172M -$3.02M -34,627 -2%
IGIM
81
I.G. Investment Management
Manitoba, Canada
$169M -$38M -436,132 -18%
TBC
82
Tweedy, Browne Co
Connecticut
$167M +$483K +5,545 +0.3%
BJ
83
BlackRock Japan
Japan
$165M -$11M -125,883 -6%
Allianz Asset Management
84
Allianz Asset Management
Germany
$165M -$48M -550,396 -23%
NFA
85
Nationwide Fund Advisors
Ohio
$160M -$795K -9,121 -0.5%
BlackRock
86
BlackRock
New York
$159M +$10M +115,283 +7%
SCCM
87
Schafer Cullen Capital Management
New York
$157M +$2.99M +34,342 +2%
EIP
88
Epoch Investment Partners
New York
$157M +$2.53M +29,090 +2%
US Bancorp
89
US Bancorp
Minnesota
$156M -$7.6M -87,252 -5%
Neuberger Berman Group
90
Neuberger Berman Group
New York
$152M -$119M -1,369,609 -44%
Swiss National Bank
91
Swiss National Bank
Switzerland
$150M -$4.04M -46,400 -3%
SOMRS
92
State of Michigan Retirement System
Michigan
$150M +$7.31M +83,900 +5%
ClearBridge Investments
93
ClearBridge Investments
New York
$149M -$24.5M -281,380 -14%
HCM
94
Herndon Capital Management
Georgia
$144M -$14.8M -169,322 -9%
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$143M -$7.1M -81,450 -5%
AGA
96
Altrinsic Global Advisors
Connecticut
$140M +$7.53M +86,390 +6%
IG
97
ING Group
Netherlands
$138M +$9.31M +106,874 +7%
Dimensional Fund Advisors
98
Dimensional Fund Advisors
Texas
$138M -$802K -9,202 -0.6%
USAA
99
United Services Automobile Association
Texas
$133M +$5M +57,409 +4%
TIM
100
Thornburg Investment Management
New Mexico
$132M +$15.7M +179,882 +14%
2 3
4
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