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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 %
TC
1076
Telemus Capital
Michigan
$461K -$224K -2,566 -33%
FMII
1077
Farmers & Merchants Investments Inc
Nebraska
$461K – – –
DDC
1078
DF Dent & Co
Maryland
$460K – – –
BCM
1079
Birmingham Capital Management
Alabama
$458K -$5.23K -60 -1%
BP
1080
Ballentine Partners
Massachusetts
$458K +$524 +6 +0.1%
TCM
1081
Texan Capital Management
Texas
$456K – – –
GIM
1082
Greylin Investment Management
Virginia
$453K +$453K +5,200 New
BMC
1083
Benin Management Corp
Connecticut
$452K – – –
HFM
1084
Hartford Financial Management
Connecticut
$452K +$39.4K +452 +10%
TFO
1085
Tarbox Family Office
California
$452K +$452K +5,185 New
CCB
1086
Cutter & Co Brokerage
Missouri
$450K +$261 +3 +0.1%
AB
1087
Atlas Brown
Kentucky
$447K -$385K -4,421 -46%
LK
1088
Lumbard & Kellner
New Hampshire
$447K +$447K +5,130 New
CC
1089
Courier Capital
New York
$446K -$328K -3,773 -42%
FSA
1090
Franklin Street Advisors
North Carolina
$446K -$1.48K -17 -0.3%
WC
1091
Whitnell & Co
Illinois
$445K – – –
RC
1092
Reik & Co
New York
$445K +$445K +5,102 New
CAM
1093
Congress Asset Management
Massachusetts
$440K +$3.05K +35 +0.7%
S
1094
SignatureFD
Georgia
$437K +$56.1K +643 +15%
CCA
1095
Checchi Capital Advisers
California
$437K +$437K +5,018 New
AAC
1096
Asset Advisors Corp
Georgia
$436K -$192K -2,200 -31%
CNC
1097
Citizens & Northern Corp
Pennsylvania
$436K -$95.9K -1,100 -18%
HIM
1098
Hillsdale Investment Management
Ontario, Canada
$436K +$34.9K +400 +9%
AAIM
1099
American Assets Investment Management
California
$436K +$436K +5,000 New
PIM
1100
Provident Investment Management
Michigan
$434K +$5.49K +63 +1%
42 43
44
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