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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 %
ECAM
1176
East Coast Asset Management
Massachusetts
$256K +$19.9K +230 +8%
CIP
1177
Convergence Investment Partners
Florida
$256K +$256K +2,960 New
HVIA
1178
Hudson Valley Investment Advisors
New York
$255K -$564K -6,521 -69%
AIM
1179
Aspen Investment Management
Michigan
$255K – – –
FC
1180
FCA Corp
Texas
$255K +$255K +2,925 New
HI
1181
Hudock Inc
Pennsylvania
$254K -$18.5K -213 -7%
DCM
1182
Donaldson Capital Management
Indiana
$252K -$38.1K -440 -13%
KL
1183
Kinsight LLC
Alabama
$250K +$346 +4 +0.1%
AWM
1184
Altavista Wealth Management
North Carolina
$246K – – –
PFC
1185
Phocas Financial Corp
California
$245K -$62.9K -725 -20%
MA
1186
MCF Advisors
Kentucky
$245K +$30.2K +368 +14%
NYLT
1187
New York Life Trust
New York
$244K +$16.7K +193 +7%
IC
1188
InterOcean Capital
Illinois
$243K +$243K +2,806 New
FNBSF
1189
First National Bank Sioux Falls
South Dakota
$242K -$92K -1,063 -28%
FAAM
1190
First Allied Asset Management
California
$242K -$39.3K -458 -14%
RL
1191
Ruffer LLP
United Kingdom
$241K – – –
SIM
1192
Sadoff Investment Management
Wisconsin
$240K +$30.3K +350 +14%
LIM
1193
Lathrop Investment Management
Arkansas
$239K – – –
TCOT
1194
Trust Company of Toledo
Ohio
$236K – – –
FA
1195
FCG Advisors
New Jersey
$236K +$165K +6,131 +233%
SFS
1196
Signator Financial Services
Massachusetts
$235K – – –
SCG
1197
Strategic Capital Group
Washington
$235K +$51.9K +600 +28%
FWIA
1198
Fort Washington Investment Advisors
Ohio
$234K -$26K -300 -10%
MBT
1199
Montecito Bank & Trust
California
$232K -$953 -11 -0.4%
IT
1200
Independence Trust
Tennessee
$231K -$13.8K -159 -6%
46 47
48
49 50