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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 %
FMB
1101
Field & Main Bank
Kentucky
$429K +$429K +4,922 New
SBWIC
1102
Schaper Benz & Wise Investment Counsel
Wisconsin
$427K – – –
AC
1103
Addenda Capital
Quebec, Canada
$426K +$173K +2,016 +69%
IC
1104
InterOcean Capital
Illinois
$425K +$180K +2,067 +74%
ACA
1105
Anchor Capital Advisors
Massachusetts
$422K +$6.88K +79 +2%
RAM
1106
RWC Asset Management
United Kingdom
$422K +$422K +4,838 New
BB
1107
Busey Bank
Illinois
$418K +$93.5K +1,074 +29%
SAM
1108
Summit Asset Management
Tennessee
$416K +$610 +7 +0.1%
SAS
1109
Spectrum Advisory Services
Georgia
$416K +$26.4K +303 +7%
TWM
1110
Torch Wealth Management
Ohio
$416K +$416K +4,775 New
BC
1111
Barnett & Company
Tennessee
$415K – – –
PMFA
1112
Plante Moran Financial Advisors
Michigan
$412K +$59.1K +678 +17%
YP
1113
Yellowstone Partners
Idaho
$412K +$412K +4,728 New
IRS
1114
Invictus RG (Singapore)
Singapore
$411K +$231K +2,646 +128%
BA
1115
Bridgewater Advisors
New York
$410K +$410K +4,702 New
PVWM
1116
Point View Wealth Management
New Jersey
$408K +$408K +4,688 New
HA
1117
Hamel Associates
New Jersey
$408K +$408K +4,688 New
SAM
1118
Sawgrass Asset Management
Florida
$406K -$20K -230 -5%
ICM
1119
IMS Capital Management
Oregon
$405K – – –
CA
1120
Callahan Advisors
Texas
$403K +$261 +3 +0.1%
FIM
1121
Freedom Investment Management
Connecticut
$402K +$10.5K +121 +3%
LI
1122
Lafayette Investments
Maryland
$401K +$95.2K +1,093 +31%
DIA
1123
Dean Investment Associates
Ohio
$400K +$19.4K +223 +5%
JC
1124
Jacobs & Co
California
$398K – – –
CPS
1125
Counsel Portfolio Services
Ontario, Canada
$397K – – –
43 44
45
46 47