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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 %
LWM
1326
Lenox Wealth Management
Ohio
$141K +$141K +1,613 New
Victory Capital Management
1327
Victory Capital Management
Texas
$139K -$31.8K -364 -19%
PFA
1328
Paradigm Financial Advisors
Missouri
$137K +$137K +1,568 New
WCM
1329
Westend Capital Management
California
$131K +$131K +1,500 New
OIA
1330
Optimum Investment Advisors
Illinois
$124K -$17.4K -200 -12%
CPA
1331
Cowen Prime Advisors
New York
$122K – – –
CFN
1332
Cordasco Financial Network
Florida
$122K +$122K +1,401 New
LOCB
1333
Lombard Odier & Cie (Bahamas)
Bahamas
$116K +$116K +1,330 New
JAM
1334
JCIC Asset Management
Ontario, Canada
$112K – – –
CFS
1335
Community Financial System
New York
$111K -$15.2K -175 -12%
WA
1336
WealthTrust-Arizona
Arizona
$106K -$13.8K -158 -12%
OFS
1337
Orrstown Financial Services
Pennsylvania
$104K – – –
CFG
1338
CKW Financial Group
Hawaii
$101K +$101K +1,154 New
CAL
1339
Capital Analysts LLC
Pennsylvania
$101K -$9.58K -110 -9%
DVM
1340
Dreman Value Management
Florida
$100K +$100K +1,150 New
CG
1341
Colony Group
Massachusetts
$97K +$97K +1,108 New
NYLIM
1342
New York Life Investment Management
New York
$96K – – –
HDIM
1343
Hanson & Doremus Investment Management
Vermont
$85K – – –
WCM
1344
Wealthcare Capital Management
Virginia
$84K – – –
PCM
1345
Prelude Capital Management
New York
$81K -$877K -10,070 -92%
OC
1346
Oakworth Capital
Alabama
$81K +$81K +926 New
JAM
1347
Jolley Asset Management
North Carolina
$78K -$13.9K -160 -15%
IWC
1348
Integrated Wealth Counsel
California
$77K – – –
MIM
1349
Macroview Investment Management
Maryland
$76K +$6.7K +77 +10%
RIA
1350
Regal Investment Advisors
Michigan
$75K -$31K -356 -29%
52 53
54
55 56