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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 %
BCM
1001
BBT Capital Management
Texas
$544K -$31.7K -366 -6%
EWM
1002
Elite Wealth Management
Washington
$543K +$69.3K +800 +15%
AR
1003
Advisory Research
Illinois
$533K +$61.2K +706 +13%
DCP
1004
DSM Capital Partners
Florida
$533K +$533K +6,150 New
WOC
1005
West Oak Capital
California
$531K – – –
CT
1006
Coastline Trust
Rhode Island
$530K +$11.7K +135 +2%
CNC
1007
Citizens & Northern Corp
Pennsylvania
$528K +$260 +3 +0%
RC
1008
RBF Capital
California
$520K – – –
BO
1009
Bank OZK
Arkansas
$518K +$518K +5,989 New
NFG
1010
Nadler Financial Group
Illinois
$517K -$51.1K -590 -9%
ACM
1011
Azimuth Capital Management
Michigan
$515K +$9.96K +115 +2%
MNBTD
1012
Moody National Bank Trust Division
Texas
$514K -$7.79K -90 -1%
WAM
1013
Weatherly Asset Management
California
$512K +$95.3K +1,100 +23%
LC
1014
Lourd Capital
California
$511K -$42.4K -489 -8%
WPIC
1015
White Pine Investment Company
Michigan
$507K – – –
MFW
1016
Meristem Family Wealth
Minnesota
$506K +$4.33K +50 +0.9%
BL
1017
BCWM LLC
Kansas
$505K -$3.9K -45 -0.8%
TBNY
1018
Trustco Bank (New York)
New York
$505K +$8.66K +100 +2%
QC
1019
QCM Cayman
Texas
$502K +$502K +5,803 New
PFM
1020
Parsec Financial Management
North Carolina
$501K +$48.1K +556 +11%
1SB
1021
1ST Source Bank
Indiana
$497K -$2.51K -29 -0.5%
BCM
1022
Brown Capital Management
Maryland
$496K – – –
BOK
1023
Bank of Kentucky
Kentucky
$495K +$130K +1,500 +36%
YIA
1024
YHB Investment Advisors
Connecticut
$492K – – –
WIC
1025
Willis Investment Counsel
Georgia
$485K – – –
39 40
41
42 43