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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 %
BCM
1051
Brown Capital Management
Maryland
$499K – – –
HCM
1052
Howland Capital Management
Massachusetts
$498K -$62.8K -722 -11%
BOK
1053
Bank of Kentucky
Kentucky
$498K – – –
WA
1054
Waverly Advisors
Alabama
$498K +$306K +3,511 +159%
WPIC
1055
White Pine Investment Company
Michigan
$494K -$17.4K -200 -3%
EFSCE
1056
Enterprise Financial Services Corp (EFSC)
Missouri
$492K +$10.8K +124 +2%
SAA
1057
Southeast Asset Advisors
Georgia
$490K -$174K -2,000 -26%
SWA
1058
SFMG Wealth Advisors
Texas
$488K +$77.9K +894 +19%
WEC
1059
Winslow Evans & Crocker
Massachusetts
$485K +$485K +5,559 New
1SB
1060
1ST Source Bank
Indiana
$484K -$16.1K -185 -3%
MFW
1061
Meristem Family Wealth
Minnesota
$483K -$26.2K -300 -5%
DY
1062
Dowling & Yahnke
California
$479K +$56.2K +645 +13%
B
1063
Bellecapital
Switzerland
$479K +$479K +5,500 New
YIA
1064
YHB Investment Advisors
Connecticut
$478K -$17.4K -200 -4%
CIP
1065
Convergence Investment Partners
Florida
$478K +$220K +2,523 +85%
HH
1066
Hilltop Holdings
Texas
$476K +$476K +5,461 New
SRC
1067
Shufro Rose & Co
New York
$474K +$474K +5,450 New
UBV
1068
United Bank (Virginia)
Virginia
$473K – – –
QLMGAA
1069
QS Legg Mason Global Asset Allocation
New York
$473K +$29.6K +339 +7%
AWS
1070
Aris Wealth Services
Pennsylvania
$473K +$113K +1,298 +31%
CCT
1071
Chemung Canal Trust
New York
$468K -$5.32K -61 -1%
TCM
1072
Tanaka Capital Management
New York
$466K -$2.18K -25 -0.5%
NFG
1073
Nadler Financial Group
Illinois
$463K -$57.2K -656 -11%
LA
1074
Lau Associates
Delaware
$463K – – –
FNFDCM
1075
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$462K -$12.6K -144 -3%
41 42
43
44 45