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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
$4.06B
2
Capital International Investors
Capital International Investors
California
$366M
3
AIG
American International Group
New York
$301M
4
BFA
BlackRock Fund Advisors
California
$1.82B
5
BAM
Burgundy Asset Management
Ontario, Canada
$226M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$8.5B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
VOYA Investment Management
VOYA Investment Management
Georgia
$71M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.33B
5
American Century Companies
American Century Companies
Missouri
$426M
Name Holding Trade Value Shares
Change 		Shares
Change %
IT
1276
Independence Trust
Tennessee
$223K -$8.69K -100 -4%
CCT
1277
Country Club Trust
Missouri
$222K – – –
MVA
1278
Mount Vernon Associates
Maryland
$222K – – –
WIC
1279
Woodmont Investment Counsel
Tennessee
$222K +$4.36K +50 +2%
KPCM
1280
Kings Point Capital Management
New York
$221K -$4.2M -48,287 -95%
SCM
1281
Sterneck Capital Management
Missouri
$221K – – –
IFB
1282
iAB Financial Bank
Indiana
$220K -$96K -1,100 -30%
JG
1283
Jefferies Group
New York
$220K +$153K +1,765 +230%
PFC
1284
Phocas Financial Corp
California
$219K -$26.5K -305 -11%
CA
1285
CapWealth Advisors
Tennessee
$218K -$129K -1,478 -37%
CCM
1286
Cohen Capital Management
California
$218K – – –
Edgewood Management
1287
Edgewood Management
Connecticut
$218K – – –
BAM
1288
Brave Asset Management
New Jersey
$218K +$218K +2,500 New
SRCM
1289
Swift Run Capital Management
Virginia
$218K +$218K +2,500 New
SCM
1290
Silver Capital Management
New York
$218K +$218K +2,500 New
VF
1291
Virtu Financial
New York
$217K +$217K +2,493 New
SWM
1292
Segment Wealth Management
Texas
$216K – – –
PAG
1293
Pinnacle Advisory Group
Maryland
$215K -$4.79K -55 -2%
WCM
1294
Weyland Capital Management
New Hampshire
$213K – – –
RHBC
1295
R.H. Bluestein & Co
Michigan
$212K +$8.71K +100 +4%
MKC
1296
M. Kraus & Co
Vermont
$209K +$209K +2,400 New
PFA
1297
Pure Financial Advisors
California
$208K -$72.1K -828 -26%
HVIA
1298
Hudson Valley Investment Advisors
New York
$208K -$49K -562 -19%
WA
1299
WESPAC Advisors
California
$208K +$208K +2,390 New
PA
1300
Planning Alternatives
Michigan
$208K +$208K +2,682 New
50 51
52
53 54