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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 %
SFI
1251
SPC Financial Inc
Maryland
$251K -$17.4K -200 -6%
BSWMG
1252
Barrington Strategic Wealth Management Group
Illinois
$250K -$65K -747 -21%
G
1253
GlobalBridge
Minnesota
$249K -$51.2K -587 -17%
DCM
1254
Donaldson Capital Management
Indiana
$249K -$4.35K -50 -2%
AWM
1255
Altavista Wealth Management
North Carolina
$248K – – –
AIM
1256
Aspen Investment Management
Michigan
$246K -$10.9K -125 -4%
RTIM
1257
Round Table Investment Management
North Carolina
$244K -$244K -2,800 -50%
FNBSF
1258
First National Bank Sioux Falls
South Dakota
$244K – – –
LIM
1259
Loudon Investment Management
New Hampshire
$244K +$244K +2,804 New
WRM
1260
Westport Resources Management
Connecticut
$242K +$17.4K +200 +8%
LIM
1261
Lathrop Investment Management
Arkansas
$241K – – –
SCA
1262
Stillwater Capital Advisors
Pennsylvania
$240K +$240K +2,753 New
RL
1263
Ruffer LLP
United Kingdom
$239K – – –
JWM
1264
Jacobus Wealth Management
Wisconsin
$239K +$61.8K +710 +35%
WA
1265
Wheatland Advisors
Pennsylvania
$236K +$236K +2,711 New
FWIA
1266
Fort Washington Investment Advisors
Ohio
$235K – – –
CAL
1267
Capital Advisors Ltd
Ohio
$233K +$233K +2,680 New
WBG
1268
Wharton Business Group
Pennsylvania
$232K -$8.44M -96,947 -97%
CL
1269
CPWM LLC
Washington
$229K -$41.7K -478 -15%
CC
1270
Cornerstone Capital
California
$229K – – –
HFS
1271
Haverford Financial Services
Pennsylvania
$229K +$2.01K +23 +0.9%
Kayne Anderson Rudnick Investment Management
1272
Kayne Anderson Rudnick Investment Management
California
$229K +$229K +2,626 New
IFLIT
1273
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$227K – – –
RT
1274
Rockland Trust
Massachusetts
$224K +$10.1K +116 +5%
PI
1275
Pettee Investors
Connecticut
$224K +$224K +2,566 New
49 50
51
52 53