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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
1126
Becker Capital Management
Oregon
$396K +$6.53K +75 +2%
EIM
1127
Emerson Investment Management
Massachusetts
$395K -$26.1K -300 -6%
NGA
1128
Naples Global Advisors
Florida
$391K +$391K +4,490 New
BC
1129
Brinker Capital
Pennsylvania
$388K +$25.4K +292 +7%
TNBTD
1130
Trustmark National Bank Trust Department
Mississippi
$386K -$22.5K -259 -6%
HI
1131
Hudock Inc
Pennsylvania
$377K +$121K +1,394 +48%
WC
1132
Whitney & Co
New York
$375K +$61K +700 +19%
CICI
1133
Capital Investment Counsel Inc
North Carolina
$374K +$38.1K +438 +11%
FAM
1134
Formidable Asset Management
Ohio
$371K +$401 +5 +0.1%
CCM
1135
Carlson Capital Management
Minnesota
$371K +$36K +413 +11%
BCM
1136
Brookstone Capital Management
Illinois
$371K +$371K +4,263 New
BFG
1137
Bouchey Financial Group
New York
$370K +$370K +4,395 New
OA
1138
Oxbow Advisors
Texas
$366K +$6.54K +75 +2%
ATC
1139
Argent Trust Company
Louisiana
$366K +$73.5K +845 +25%
CHC
1140
City Holding Co
West Virginia
$366K +$366K +4,201 New
SAM
1141
Strategy Asset Managers
California
$364K +$18.7K +215 +5%
MCTIC
1142
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$363K -$69.7K -800 -16%
FMC
1143
First Merchants Corp
Indiana
$363K +$22.3K +256 +7%
TDC
1144
Thompson Davis & Co
Virginia
$363K +$363K +4,161 New
PVH
1145
Psagot Value Holdings
Israel
$362K -$48K -550 -12%
CCM
1146
Catawba Capital Management
Virginia
$362K -$4.36K -50 -1%
PHAM
1147
Palisades Hudson Asset Management
Florida
$362K – – –
CIC
1148
Chase Investment Counsel
Virginia
$360K – – –
Hotchkis & Wiley Capital Management
1149
Hotchkis & Wiley Capital Management
California
$359K -$5.65M -64,820 -94%
BCMU
1150
BlueCrest Capital Management (UK)
Guernsey
$357K -$3.5M -40,200 -91%
44 45
46
47 48