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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 %
GCM
976
Grisanti Capital Management
New York
$616K – – –
BFEC
977
Benjamin F. Edwards & Company
Missouri
$609K +$15.9K +184 +3%
FANJ
978
Financial Architects (New Jersey)
New Jersey
$608K +$65.3K +750 +12%
BSW
979
Buckingham Strategic Wealth
Missouri
$608K +$132K +1,521 +28%
PAWC
980
P.A.W. Capital
Connecticut
$606K +$17.3K +200 +3%
SAM
981
Solaris Asset Management
New York
$599K -$4.33K -50 -0.7%
CAI
982
Capital Advisors Inc
Oklahoma
$597K +$17.3K +200 +3%
ISB
983
Iowa State Bank
Iowa
$597K – – –
BIM
984
Barton Investment Management
Pennsylvania
$596K – – –
HCM
985
Hodges Capital Management
Texas
$588K – – –
BFA
986
Bragg Financial Advisors
North Carolina
$584K – – –
DAC
987
Dividend Assets Capital
South Carolina
$583K +$1.21K +14 +0.2%
CT
988
Cambridge Trust
Massachusetts
$580K -$3.47K -40 -0.6%
MIM
989
Merit Investment Management
Delaware
$579K – – –
WCM
990
Wisconsin Capital Management
Wisconsin
$574K +$15.2K +175 +3%
SHA
991
Smith Hayes Advisers
Nebraska
$571K -$3.55K -41 -0.6%
OC
992
Oarsman Capital
Wisconsin
$569K -$8.66K -100 -1%
NL
993
NWAM LLC
Washington
$567K +$173 +2 +0%
FSA
994
Financial Sense Advisors
California
$565K -$418K -4,823 -42%
AFG
995
American Financial Group
Ohio
$563K – – –
HCM
996
Howland Capital Management
Massachusetts
$558K +$3.03K +35 +0.5%
CC
997
Capital Counsel
New York
$557K -$8.66K -100 -2%
VFS
998
VSR Financial Services
Kansas
$556K -$56.3K -650 -9%
LCP
999
Legacy Capital Partners
Wisconsin
$552K +$56.4K +650 +11%
ANRIA
1000
American National Registered Investment Advisor
Texas
$550K – – –
38 39
40
41 42