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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 %
ZTNA
1376
Zions Trust National Association
Utah
$30K -$18.8K -214 -38%
BBPWM
1377
Blue Bell Private Wealth Management
Pennsylvania
$30K +$30K +348 New
PO
1378
Private Ocean
California
$30K +$30K +350 New
GI
1379
Gradient Investments
Minnesota
$25K -$36.3K -414 -59%
MFBTD
1380
MB Financial Bank - Trust Department
Illinois
$24K +$18.4K +213 +328%
GXMC
1381
Global X Management Company
New York
$23K – – –
LWA
1382
Lenox Wealth Advisors
New York
$23K +$16.3K +185 +243%
CMBA
1383
C.M. Bidwell & Associates
Hawaii
$19K – – –
EU
1384
Emory University
Georgia
$18K – – –
LWM
1385
LBA Wealth Management
Florida
$18K +$18K +201 New
HRC
1386
Hoertkorn Richard Charles
$17K +$17K +200 New
JFA
1387
JNBA Financial Advisors
Minnesota
$15K -$8.82K -100 -37%
ST
1388
Spot Trading
Illinois
$13K -$1.57M -18,413 -99%
FA
1389
Financial Advantage
Maryland
$12K -$8.39K -100 -41%
BCI
1390
Brinker Capital Investments
Pennsylvania
$11K – – –
PIM
1391
Parasol Investment Management
Illinois
$11K +$11K +123 New
CAW
1392
Cornerstone Advisors (Washington)
Washington
$10K – – –
WIL
1393
Winifred I. Li
$9K -$54.7K -650 -86%
PWAG
1394
Polaris Wealth Advisory Group
California
$9K – – –
UB
1395
UMB Bank
Missouri
$7.03K -$2.44K -28,021 -26%
PCTC
1396
Perkins Coie Trust Company
Washington
$7K +$7K +78 New
WIC
1397
Willis Investment Counsel
Georgia
$5.63K +$5.14K +59,000 +1,054%
SHWM
1398
Smith & Howard Wealth Management
Georgia
$5K – – –
GC
1399
Globeflex Capital
California
$3K – – –
MRCM
1400
M&R Capital Management
New Jersey
$1.85K -$27 -310 -1%
54 55
56
57 58