PM icon

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 %
GCM
1001
Grisanti Capital Management
New York
$619K – – –
SAMC
1002
Shinko Asset Management Company
Japan
$617K -$54.1K -621 -8%
BFEC
1003
Benjamin F. Edwards & Company
Missouri
$614K +$784 +9 +0.1%
MIP
1004
Marietta Investment Partners
Wisconsin
$610K -$17.4K -200 -3%
PAWC
1005
P.A.W. Capital
Connecticut
$610K – – –
LCP
1006
Legacy Capital Partners
Wisconsin
$608K +$52.8K +605 +10%
MPWT
1007
MassMutual Private Wealth & Trust
Connecticut
$607K +$607K +6,971 New
CAI
1008
Capital Advisors Inc
Oklahoma
$601K – – –
BIM
1009
Barton Investment Management
Pennsylvania
$600K – – –
ACP
1010
Aviance Capital Partners
Florida
$596K -$498K -5,713 -46%
CA
1011
Cortland Associates
Missouri
$596K -$267K -3,065 -31%
WS
1012
Wedbush Securities
California
$595K -$53.4K -612 -8%
ISB
1013
Iowa State Bank
Iowa
$592K -$8.72K -100 -1%
ACM
1014
Azimuth Capital Management
Michigan
$592K +$73.9K +848 +14%
HCM
1015
Hodges Capital Management
Texas
$591K – – –
BFA
1016
Bragg Financial Advisors
North Carolina
$587K – – –
DAC
1017
Dividend Assets Capital
South Carolina
$586K – – –
ST
1018
Stifel Trust
Missouri
$585K -$113K -1,300 -16%
OC
1019
Oarsman Capital
Wisconsin
$574K +$1.31K +15 +0.2%
TNB
1020
Thomasville National Bank
Georgia
$572K +$101K +1,160 +21%
WPW
1021
Waldron Private Wealth
Pennsylvania
$568K +$568K +6,522 New
AFG
1022
American Financial Group
Ohio
$566K – – –
RIM
1023
Regent Investment Management
Kentucky
$566K +$566K +6,491 New
CC
1024
Cipher Capital
New York
$566K +$566K +6,499 New
MWNA
1025
Marshall Wace North America
New York
$558K +$558K +6,400 New
39 40
41
42 43