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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 %
AC
1176
Alexandria Capital
Virginia
$321K -$698K -8,021 -69%
AAM
1177
Autus Asset Management
Arizona
$318K -$43.2K -496 -12%
VNA
1178
VNBTrust National Association
Virginia
$316K -$21.8K -250 -6%
ACM
1179
Argyle Capital Management
Pennsylvania
$314K – – –
NPA
1180
Nichols & Pratt Advisers
Massachusetts
$314K – – –
FWP
1181
FAS Wealth Partners
Kansas
$314K +$314K +3,600 New
DOA
1182
D'Orazio & Associates
Virginia
$314K +$314K +3,603 New
CHAM
1183
Clear Harbor Asset Management
Connecticut
$313K – – –
NSIM
1184
North Star Investment Management
Illinois
$311K -$27.9K -320 -8%
RCA
1185
Rex Capital Advisors
Rhode Island
$310K – – –
LC
1186
Lourd Capital
California
$308K -$211K -2,400 -41%
BCM
1187
Breithorn Capital Management
New York
$308K – – –
FCBT
1188
First Citizens Bank & Trust
North Carolina
$307K -$16.9M -194,577 -98%
MIM
1189
Midwest Investment Management
Ohio
$307K +$8.71K +100 +3%
HHGA
1190
Halbert Hargrove Global Advisors
California
$306K +$306K +3,510 New
DBT
1191
Dubuque Bank & Trust
Iowa
$305K -$31.7K -364 -9%
ST
1192
Semper Trust
Pennsylvania
$305K – – –
TFA
1193
Transamerica Financial Advisors
Florida
$304K +$18.1K +208 +6%
Manulife (Manufacturers Life Insurance)
1194
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$303K +$7.72K +88,641 +3%
HBT
1195
Hills Bank & Trust
Iowa
$301K -$8.69K -100 -3%
AI
1196
Accredited Investors
Minnesota
$301K -$7.42K -85 -2%
WCF
1197
West Coast Financial
California
$299K -$7.15K -82 -2%
AHS
1198
Aspiriant Holdings S3
California
$298K -$110K -1,267 -27%
ERIM
1199
Eagle Ridge Investment Management
Connecticut
$296K -$72.8K -835 -20%
ACM
1200
Ashford Capital Management
Delaware
$294K – – –
46 47
48
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