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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 %
TFA
1151
Transamerica Financial Advisors
Florida
$284K -$7.98K -92 -3%
WFMPM
1152
Woodley Farra Manion Portfolio Management
Indiana
$282K -$1.04K -12 -0.4%
TCB
1153
Texas Capital Bancshares
Texas
$280K -$10.7K -123 -4%
PFA
1154
Pure Financial Advisors
California
$279K +$1.73K +20 +0.6%
FMP
1155
Financial Management Professionals
Texas
$277K – – –
VWM
1156
Vector Wealth Management
Minnesota
$276K -$15.7K -182 -5%
ZIG
1157
Zuckerman Investment Group
Illinois
$274K – – –
WG
1158
Winchester Group
New York
$272K -$1.16M -13,362 -81%
SFSIG
1159
San Francisco Sentry Investment Group
California
$272K +$169K +1,955 +164%
MCM
1160
McRae Capital Management
New Jersey
$272K +$272K +3,140 New
CL
1161
CPWM LLC
Washington
$269K – – –
ACM
1162
Argent Capital Management
Missouri
$268K -$3.12K -36 -1%
NCM
1163
Noesis Capital Mangement
Florida
$268K – – –
QI
1164
Quotient Investors
New York
$268K – – –
SFI
1165
SPC Financial Inc
Maryland
$266K -$5.53K -64 -2%
QAM
1166
QCI Asset Management
New York
$266K +$8.31K +96 +3%
LBC
1167
Lawrence B. Cohen
$264K -$21.6K -250 -8%
TCMG
1168
TSP Capital Management Group
New Jersey
$261K -$239K – –
AHC
1169
Adell Harriman & Carpenter
Texas
$260K +$260K +3,003 New
DDPIC
1170
Deroy & Devereaux Private Investment Counsel
Michigan
$260K – – –
JAMONY
1171
Jacob Asset Management of New York
California
$260K – – –
CIC
1172
Canal Insurance Company
South Carolina
$260K – – –
NCM
1173
Nelson Capital Management
California
$258K – – –
DSAM
1174
Dock Street Asset Management
Florida
$258K – – –
AC
1175
Addenda Capital
Quebec, Canada
$257K +$257K +2,939 New
45 46
47
48 49