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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 %
AF
1301
Allworth Financial
California
$205K -$118K -1,362 -37%
PAS
1302
Professional Advisory Services
Florida
$205K – – –
PAA
1303
Peregrine Asset Advisers
Oregon
$205K +$205K +2,350 New
TFF
1304
Timothy F. Fidgeon
$204K – – –
BAM
1305
Banta Asset Management
California
$204K – – –
NL
1306
NWAM LLC
Washington
$203K -$367K -4,220 -64%
MA
1307
MCF Advisors
Kentucky
$203K -$42K -513 -17%
PGA
1308
Portland Global Advisors
Maine
$203K – – –
RWM
1309
Rench Wealth Management
Texas
$203K +$203K +2,325 New
SCG
1310
Strategic Capital Group
Washington
$202K -$34.9K -400 -15%
BFA
1311
Beaumont Financial Advisors
Massachusetts
$202K +$202K +2,324 New
HCMT
1312
Highland Capital Management (Tennessee)
Tennessee
$201K +$201K +2,307 New
USGIU
1313
U.S. Global Investors (USGI)
Texas
$200K – – –
NCM
1314
Novare Capital Management
North Carolina
$200K +$200K +2,298 New
UGIF
1315
US Global Investors Funds
Maine
$200K +$200K +2,300 New
WA
1316
Winfield Associates
Ohio
$196K +$196K +2,255 New
AIM
1317
Acropolis Investment Management
Missouri
$193K -$26.1K -300 -12%
GA
1318
Glenhill Advisors
New York
$174K -$4.18M -48,076 -96%
AA
1319
Apriem Advisors
California
$173K -$10.7K -123 -6%
AA
1320
AlphaMark Advisors
Kentucky
$161K -$21.8K -250 -12%
HCM
1321
Highlander Capital Management
New Jersey
$159K – – –
BEAM
1322
Baker Ellis Asset Management
Washington
$157K – – –
CWM
1323
Cranbrook Wealth Management
Michigan
$156K +$156K +1,788 New
TCM
1324
Tradewinds Capital Management
Washington
$154K +$154K +1,765 New
FWM
1325
Focused Wealth Management
New York
$153K +$174 +2 +0.1%
51 52
53
54 55