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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
$3.27B
2
Citadel Advisors
Citadel Advisors
Florida
$282M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$307M
4
AAM
Aberdeen Asset Management
United Kingdom
$1.28B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.64B

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$500M
2
Fisher Asset Management
Fisher Asset Management
Washington
$7.49M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.62B
4
State Street
State Street
Massachusetts
$5.79B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.03B
Name Holding Trade Value Shares
Change 		Shares
Change %
SAS
1076
Spectrum Advisory Services
Georgia
$387K – – –
NEPWA
1077
New England Private Wealth Advisors
Massachusetts
$385K +$385K +4,442 New
PMG
1078
ProVise Management Group
Florida
$384K +$692 +8 +0.2%
DIA
1079
Dean Investment Associates
Ohio
$378K +$41.9K +484 +12%
S
1080
SignatureFD
Georgia
$378K +$165K +1,909 +78%
ERIM
1081
Eagle Ridge Investment Management
Connecticut
$366K -$276K -3,185 -43%
CCM
1082
Catawba Capital Management
Virginia
$364K -$13K -150 -3%
VAM
1083
Visium Asset Management
New York
$362K -$3.02M -34,807 -89%
PHAM
1084
Palisades Hudson Asset Management
Florida
$360K -$9.79K -113 -3%
BC
1085
Brinker Capital
Pennsylvania
$360K +$63.3K +732 +21%
AAM
1086
Autus Asset Management
Arizona
$359K -$23.8K -275 -6%
SCM
1087
Southport Capital Management
Tennessee
$359K +$23.8K +275 +7%
CIC
1088
Chase Investment Counsel
Virginia
$358K -$9.86M -114,040 -96%
AWS
1089
Aris Wealth Services
Pennsylvania
$358K +$358K +4,133 New
OA
1090
Oxbow Advisors
Texas
$357K -$130K -1,500 -27%
SFM
1091
Signature Financial Management
Virginia
$354K – – –
HCM
1092
Harvest Capital Management
New Hampshire
$354K +$354K +4,091 New
BCM
1093
BTR Capital Management
California
$353K -$3.37K -39 -0.9%
BHTS
1094
Bar Harbor Trust Services
Maine
$351K -$3.9K -45 -1%
PMFA
1095
Plante Moran Financial Advisors
Michigan
$351K +$53.7K +620 +18%
ACM
1096
Apex Capital Management
Ohio
$349K – – –
MAM
1097
Meeder Asset Management
Ohio
$345K +$23.4K +270 +7%
CA
1098
CapWealth Advisors
Tennessee
$344K +$36.1K +417 +12%
SAM
1099
Strategy Asset Managers
California
$343K -$24.9K -288 -7%
DFIM
1100
Detwiler Fenton Investment Management
Massachusetts
$342K – – –
42 43
44
45 46