PM icon

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 %
CC
1201
Cornerstone Capital
California
$228K – – –
SC
1202
Schulhoff & Co
Ohio
$228K +$87 +1 +0%
IFLIT
1203
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$226K – – –
WIC
1204
Wood Investment Counsel
Colorado
$225K -$19.1K -220 -8%
HBWM
1205
Hollow Brook Wealth Management
New York
$225K +$225K +2,600 New
HFS
1206
Haverford Financial Services
Pennsylvania
$225K +$225K +2,603 New
WRM
1207
Westport Resources Management
Connecticut
$223K – – –
PCMK
1208
Paragon Capital Management (Kansas)
Kansas
$222K – – –
SPC
1209
Stewart & Patten Company
California
$221K – – –
MVA
1210
Mount Vernon Associates
Maryland
$221K – – –
CCT
1211
Country Club Trust
Missouri
$221K +$221K +2,550 New
SCM
1212
Sterneck Capital Management
Missouri
$219K -$51.9K -600 -19%
AIM
1213
Acropolis Investment Management
Missouri
$218K +$43.3K +500 +25%
BFPW
1214
BOK Financial Private Wealth
Colorado
$218K – – –
PAG
1215
Pinnacle Advisory Group
Maryland
$218K +$218K +2,524 New
Edgewood Management
1216
Edgewood Management
Connecticut
$216K – – –
CCM
1217
Cohen Capital Management
California
$216K – – –
WIC
1218
Woodmont Investment Counsel
Tennessee
$216K – – –
SWM
1219
Segment Wealth Management
Texas
$215K – – –
FNBOH
1220
First National Bank of Hutchinson
Kansas
$214K -$188K -2,167 -47%
WCM
1221
Weyland Capital Management
New Hampshire
$212K – – –
RT
1222
Rockland Trust
Massachusetts
$212K +$212K +2,454 New
AL
1223
Agran Libbie
California
$204K +$204K +2,358 New
PAS
1224
Professional Advisory Services
Florida
$203K – – –
TFF
1225
Timothy F. Fidgeon
$203K – – –
47 48
49
50 51