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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 %
SFM
1151
Signature Financial Management
Virginia
$357K – – –
LC
1152
Lilley & Co
Michigan
$357K +$26.1K +300 +8%
BCM
1153
BTR Capital Management
California
$356K – – –
AT
1154
Arvest Trust
Oklahoma
$353K -$61.1K -700 -15%
BHTS
1155
Bar Harbor Trust Services
Maine
$353K – – –
ACM
1156
Apex Capital Management
Ohio
$352K – – –
BT
1157
Beacon Trust
New Jersey
$349K -$46.2K -530 -12%
Group One Trading
1158
Group One Trading
Illinois
$349K +$349K +4,000 New
DFIM
1159
Detwiler Fenton Investment Management
Massachusetts
$344K – – –
BHB
1160
Bank Hapoalim BM
Israel
$343K +$343K +3,937 New
NEPWA
1161
New England Private Wealth Advisors
Massachusetts
$341K -$45.2K -520 -12%
MIU
1162
Man Investments (UK)
United Kingdom
$341K +$341K +3,908 New
FMBTD
1163
First Midwest Bank Trust Division
Illinois
$339K -$122K -1,394 -26%
OWD
1164
Osborn Williams & Donohoe
Ohio
$336K +$34.8K +400 +12%
NAM
1165
NTV Asset Management
West Virginia
$333K +$522 +6 +0.2%
TCOT
1166
Trust Company of Toledo
Ohio
$333K +$95.8K +1,100 +40%
PTC
1167
Philadelphia Trust Company
Pennsylvania
$332K – – –
BPB
1168
Badgley, Phelps & Bell
Washington
$332K +$332K +3,810 New
MAM
1169
Meeder Asset Management
Ohio
$330K -$16.5K -189 -5%
MG
1170
MDE Group
New Jersey
$326K -$1.31K -15 -0.4%
MCM
1171
Marathon Capital Management
Maryland
$324K – – –
ID
1172
Integral Derivatives
New York
$324K +$324K +3,716 New
FVCM
1173
F&V Capital Management
Florida
$323K -$4.35K -50 -1%
TCB
1174
Texas Capital Bancshares
Texas
$322K +$40.7K +468 +14%
AMM
1175
American Money Management
California
$322K +$322K +3,691 New
45 46
47
48 49