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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
1
Capital World Investors
California
$4.06B
2
Capital International Investors
2
Capital International Investors
California
$366M
3
AIG
3
American International Group
New York
$301M
4
BFA
4
BlackRock Fund Advisors
California
$1.82B
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$226M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$8.5B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$71M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.33B
5
American Century Companies
5
American Century Companies
Missouri
$426M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETC
151
Evercore Trust Company
New York
$76.9M -$5.02M -57,616 -6%
UOC
152
UBS O'Connor
Illinois
$76.3M -$12.4M -142,085 -14%
CGT
153
Capital Guardian Trust
California
$75.3M -$1.69M -19,361 -2%
EA
154
Euclid Advisors
Connecticut
$73.7M +$73.7M +845,910 New
Two Sigma Investments
155
Two Sigma Investments
New York
$73.4M -$48M -551,391 -40%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$73.2M -$2.68M -30,717 -4%
Comerica Bank
157
Comerica Bank
Texas
$72.5M -$19M -217,568 -21%
Axa
158
Axa
France
$72.4M +$3.78M +43,413 +6%
Diamond Hill Capital Management
159
Diamond Hill Capital Management
Ohio
$72.1M +$983K +11,284 +1%
Mackenzie Financial
160
Mackenzie Financial
Ontario, Canada
$72M +$53.3M +611,639 +285%
VOYA Investment Management
161
VOYA Investment Management
Georgia
$71M -$280M -3,210,382 -80%
CCM
162
Cornerstone Capital Management
Minnesota
$69.6M -$30.9M -354,903 -31%
GC
163
Guggenheim Capital
Illinois
$68.9M +$13.1M +150,211 +23%
MSA
164
Mason Street Advisors
Wisconsin
$68.5M +$1.04M +11,970 +2%
DRZID
165
DePrince Race & Zollo Inc (DRZ)
Florida
$67M +$3.87M +44,380 +6%
LBG
166
Lloyds Banking Group
United Kingdom
$66.4M +$11.4M +130,517 +21%
State of Tennessee, Department of Treasury
167
State of Tennessee, Department of Treasury
Tennessee
$65.5M -$10.7M -122,428 -14%
PAM
168
Panagora Asset Management
Massachusetts
$64.9M -$158K -1,817 -0.2%
Credit Agricole
169
Credit Agricole
France
$64.7M -$21.3M -244,761 -25%
TPSF
170
Texas Permanent School Fund
Texas
$64.6M -$5.53M -63,426 -8%
ASRS
171
Arizona State Retirement System
Arizona
$61.5M -$1.68M -19,300 -3%
CC
172
Carlson Capital
Texas
$60.7M +$43.8M +503,161 +260%
CFC
173
Cincinnati Financial Corp
Ohio
$60.2M – – –
NC
174
Nicholas Company
Wisconsin
$59.9M +$9.6M +110,200 +19%
CM
175
CS McKee
Pennsylvania
$58.4M -$12.2M -139,850 -17%
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