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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 %
TCM
1201
Telos Capital Management
California
$293K -$17.1K -196 -6%
RSVP
1202
Ramsay Stattman Vela & Price
Colorado
$293K – – –
CAM
1203
Columbia Asset Management
Michigan
$293K +$293K +3,360 New
MHIM
1204
MacNealy Hoover Investment Management
Ohio
$292K +$292K +3,350 New
GGI
1205
Godsey & Gibb Inc
Virginia
$290K -$8.7K -100 -3%
LCM
1206
Lucas Capital Management
New Jersey
$290K – – –
EIA
1207
Edgemoor Investment Advisors
Maryland
$289K – – –
AI
1208
ArchPoint Investors
Florida
$289K – – –
BGA
1209
Belmont Global Advisors
Texas
$288K +$288K +3,300 New
WFMPM
1210
Woodley Farra Manion Portfolio Management
Indiana
$284K – – –
SLG
1211
Stanley-Laman Group
Pennsylvania
$283K +$283K +3,247 New
OA
1212
Outfitter Advisors
Virginia
$282K -$4.35K -50 -2%
SFSIG
1213
San Francisco Sentry Investment Group
California
$282K +$7.76K +89 +3%
NYLT
1214
New York Life Trust
New York
$281K +$35K +401 +14%
GEM
1215
Global Endowment Management
North Carolina
$281K +$281K +3,220 New
RHFI
1216
Reilly Herbert Faulkner III
$280K +$280K +3,214 New
FMP
1217
Financial Management Professionals
Texas
$279K – – –
VWM
1218
Vector Wealth Management
Minnesota
$279K +$262 +3 +0.1%
HBWM
1219
Hollow Brook Wealth Management
New York
$279K +$52.3K +600 +23%
SIMM
1220
Stillwater Investment Management (Minnesota)
Minnesota
$279K +$279K +3,202 New
AWA
1221
ARS Wealth Advisors
Florida
$279K +$279K +3,206 New
ZIG
1222
Zuckerman Investment Group
Illinois
$276K – – –
TCOO
1223
Trust Company of Oklahoma
Oklahoma
$274K -$26.6K -305 -9%
MCM
1224
McKinley Capital Management
Alaska
$272K +$272K +3,124 New
B
1225
Bailard
California
$270K -$129K -1,483 -32%
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49
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