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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 %
ANRIA
1026
American National Registered Investment Advisor
Texas
$553K – – –
BO
1027
Bank OZK
Arkansas
$553K +$31.4K +360 +6%
CT
1028
Cambridge Trust
Massachusetts
$552K -$31.4K -360 -5%
CWA
1029
Constellation Wealth Advisors
New York
$547K -$79K -906 -13%
BCM
1030
BBT Capital Management
Texas
$547K – – –
PL
1031
Plancorp LLC
Missouri
$547K +$547K +6,285 New
CT
1032
Coastline Trust
Rhode Island
$545K +$11.8K +135 +2%
PNAA
1033
Pictet North America Advisors
Switzerland
$542K +$542K +6,216 New
PFM
1034
Parsec Financial Management
North Carolina
$540K +$36K +414 +7%
CC
1035
Capital Counsel
New York
$533K -$27K -310 -5%
BSW
1036
Buckingham Strategic Wealth
Missouri
$531K -$80.9K -928 -13%
WFG
1037
Wills Financial Group
Virginia
$531K +$531K +6,099 New
WOC
1038
West Oak Capital
California
$530K -$4.36K -50 -0.8%
WAM
1039
Weatherly Asset Management
California
$526K +$11.4K +131 +2%
RC
1040
RBF Capital
California
$523K – – –
FHC
1041
First Heartland Consultants
Missouri
$522K +$53.5K +614 +11%
SCM
1042
Southport Capital Management
Tennessee
$520K +$158K +1,815 +44%
MNBTD
1043
Moody National Bank Trust Division
Texas
$517K – – –
VHAM
1044
Van Hulzen Asset Management
California
$516K +$516K +5,922 New
TBNY
1045
Trustco Bank (New York)
New York
$513K +$4.36K +50 +0.9%
FHB
1046
First Hawaiian Bank
Hawaii
$511K -$118K -1,360 -19%
FSA
1047
Financial Sense Advisors
California
$508K -$59.6K -685 -10%
BL
1048
BCWM LLC
Kansas
$508K – – –
SI
1049
Sprott Inc
Ontario, Canada
$505K -$4.28M -49,200 -89%
Mariner
1050
Mariner
Kansas
$504K -$380K -4,364 -43%
40 41
42
43 44