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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 %
CA
976
Cornerstone Advisors
North Carolina
$697K +$697K +8,000 New
BJL
977
Brighton Jones LLC
Washington
$696K -$204K -2,342 -23%
FSC
978
Fiduciary Services Corp
Georgia
$689K -$10.4K -119 -1%
WMSA
979
Weiss Multi-Strategy Advisers
New York
$687K +$40.1K +460 +6%
CCS
980
Crosspoint Capital Strategies
California
$686K +$686K +8,404 New
RMDI
981
R.M. Davis Inc
Maine
$685K +$1.39K +16 +0.2%
JIC
982
Joel Isaacson & Co
New York
$680K – – –
WPP
983
Whalerock Point Partners
Rhode Island
$675K +$675K +7,755 New
AHB
984
Abner Herrman & Brock
New Jersey
$670K +$51.2K +602 +8%
PAS
985
Partnervest Advisory Services
California
$668K -$6.28K -72 -0.9%
Pacer Advisors
986
Pacer Advisors
Pennsylvania
$667K +$667K +8,184 New
ECM
987
Endex Capital Management
Kansas
$666K – – –
PFSC
988
Peoples Financial Services Corp
Pennsylvania
$666K +$666K +7,645 New
PMG
989
ProVise Management Group
Florida
$661K +$274K +3,142 +71%
PPSG
990
Princeton Portfolio Strategies Group
New Jersey
$659K -$8.71K -100 -1%
DAM
991
Doheny Asset Management
California
$658K -$29.6K -340 -4%
MHIC
992
Marble Harbor Investment Counsel
Massachusetts
$656K – – –
SC
993
Savant Capital
Illinois
$656K +$2.18K +25 +0.3%
MSR
994
Main Street Research
Connecticut
$651K – – –
FANJ
995
Financial Architects (New Jersey)
New Jersey
$651K +$42.3K +485 +7%
MC
996
MSF Capital
New York
$645K – – –
NBC
997
Neuberger Berman Canada
Ontario, Canada
$645K +$645K +7,400 New
GIP
998
Greatmark Investment Partners
Georgia
$643K – – –
SHA
999
Smith Hayes Advisers
Nebraska
$628K +$53.6K +615 +9%
SSM
1000
Sound Shore Management
Connecticut
$623K – – –
38 39
40
41 42