PM icon

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 %
SBWIC
1051
Schaper Benz & Wise Investment Counsel
Wisconsin
$424K – – –
SAM
1052
Sawgrass Asset Management
Florida
$423K -$32K -370 -7%
DY
1053
Dowling & Yahnke
California
$420K +$5.88K +68 +1%
EIM
1054
Emerson Investment Management
Massachusetts
$419K +$17.3K +200 +4%
SAM
1055
Summit Asset Management
Tennessee
$413K -$10.3K -119 -2%
ACA
1056
Anchor Capital Advisors
Massachusetts
$413K +$1.47K +17 +0.4%
BC
1057
Barnett & Company
Tennessee
$412K -$19.6K -227 -5%
AT
1058
Arvest Trust
Oklahoma
$411K +$84.4K +975 +26%
HFM
1059
Hartford Financial Management
Connecticut
$410K +$87 +1 +0%
SWA
1060
SFMG Wealth Advisors
Texas
$408K -$6.5K -75 -2%
TT
1061
Tiedemann Trust
Delaware
$407K -$86.6K -1,000 -18%
PVH
1062
Psagot Value Holdings
Israel
$407K -$30.3K -350 -7%
PFS
1063
Prospera Financial Services
Texas
$406K +$17.2K +197 +4%
TNBTD
1064
Trustmark National Bank Trust Department
Mississippi
$406K +$21.8K +252 +6%
AHS
1065
Aspiriant Holdings S3
California
$406K +$64.6K +746 +19%
FAM
1066
Formidable Asset Management
Ohio
$406K +$406K +4,623 New
ICM
1067
IMS Capital Management
Oregon
$403K -$590K -6,810 -59%
NDSI
1068
Newman Dignan & Sheerar Inc
Rhode Island
$402K -$3.03K -35 -0.7%
CA
1069
Callahan Advisors
Texas
$400K +$260 +3 +0.1%
HIM
1070
Hillsdale Investment Management
Ontario, Canada
$398K +$225K +2,600 +130%
B
1071
Bailard
California
$396K -$929K -10,747 -70%
JC
1072
Jacobs & Co
California
$395K – – –
BT
1073
Beacon Trust
New Jersey
$393K +$31.7K +366 +9%
FIM
1074
Freedom Investment Management
Connecticut
$389K +$29.1K +336 +8%
BCM
1075
Becker Capital Management
Oregon
$387K – – –
41 42
43
44 45