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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
1
Capital World Investors
California
$3.27B
2
Citadel Advisors
2
Citadel Advisors
Florida
$282M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$307M
4
AAM
4
Aberdeen Asset Management
United Kingdom
$1.28B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.64B

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$500M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$7.49M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.62B
4
State Street
4
State Street
Massachusetts
$5.79B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.03B
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
1301
FCM Investments
Texas
$9K – – –
PWAG
1302
Polaris Wealth Advisory Group
California
$8.66K – – –
LWA
1303
Lenox Wealth Advisors
New York
$7K – – –
MFBTD
1304
MB Financial Bank - Trust Department
Illinois
$6K – – –
SHWM
1305
Smith & Howard Wealth Management
Georgia
$5K – – –
EFS
1306
Essex Financial Services
Connecticut
$3.71K -$118 -1,363 -3%
GC
1307
Globeflex Capital
California
$3K – – –
CCT
1308
Capital City Trust
Florida
$1.57K +$65 +749 +4%
FPCG
1309
Fort Pitt Capital Group
Pennsylvania
$915 +$83 +1 +10%
CPS
1310
Counsel Portfolio Services
Ontario, Canada
$395 – – –
SCM
1311
Steadfast Capital Management
New York
– -$99M -1,143,108 Closed
EA
1312
Euclid Advisors
Connecticut
– -$57.5M -664,014 Closed
SCM
1313
Stevens Capital Management
Pennsylvania
– -$29.9M -345,348 Closed
NMERB
1314
New Mexico Educational Retirement Board
New Mexico
– -$22.7M -262,061 Closed
AIA
1315
Affinity Investment Advisors
California
– -$21.4M -247,176 Closed
1832 Asset Management
1316
1832 Asset Management
Ontario, Canada
– -$16.3M -188,888 Closed
BIC
1317
Beach Investment Counsel
Pennsylvania
– -$9.1M -105,100 Closed
CAM
1318
ClariVest Asset Management
California
– -$8.14M -93,962 Closed
APU
1319
Alpine Partners USVI
U.S. Virgin Islands
– -$8.12M -93,780 Closed
JCP
1320
Jabre Capital Partners
Switzerland
– -$6.06M -70,000 Closed
SA
1321
Steadfast Advisors
New York
– -$4.76M -54,892 Closed
RCIM
1322
Russell Clark Investment Management
United Kingdom
– -$4.18M -48,300 Closed
DLCIG
1323
D.L. Carlson Investment Group
New Hampshire
– -$4.12M -47,602 Closed
RI
1324
Redwood Investments
Massachusetts
– -$3.76M -43,425 Closed
MVP
1325
Missouri Valley Partners
Missouri
– -$3.53M -40,699 Closed
51 52
53
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