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Philip Morris
PM

Overview Fund Activity

1,405 hedge funds and large institutions have $86.1B invested in Philip Morris in 2015 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 508 increasing their positions, 584 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,405
Holders Change
+7
Holders Change %
+0.5%
% of All Funds
37.89%
Holding in Top 10
71
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+22.41%
% of All Funds
1.91%
New
85
Increased
508
Reduced
584
Closed
64
Calls
$485M
Puts
$394M
Net Calls
+$91.8M
Net Calls Change
+$192M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$563M
2
Ameriprise
Ameriprise
Minnesota
+$276M
3
AL
AJO LP
Pennsylvania
+$186M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$127M
5
Capital World Investors
Capital World Investors
California
+$116M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$337M
2
State Street
State Street
Massachusetts
-$246M
3
AAM
Aberdeen Asset Management
United Kingdom
-$194M
4
Two Sigma Investments
Two Sigma Investments
New York
-$161M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
501
Keystone Financial Planning
Ohio
$4.13M +$701K +8,744 +20%
FBT
502
First Bankers Trust
Kentucky
$4.1M -$8.02K -100 -0.2%
KRSITF
503
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.05M +$64.1K +800 +2%
PSUF
504
People's United Financial
Connecticut
$4.05M -$472K -5,894 -10%
IR
505
IAT Reinsurance
New York
$4.01M -$2M -25,000 -33%
NCCM
506
Nine Chapters Capital Management
New Jersey
$4.01M +$4.01M +50,000 New
RW
507
Rand Wealth
Maryland
$3.99M -$67.4K -841 -2%
MFS
508
MSI Financial Services
Massachusetts
$3.99M +$34.4K +429 +0.9%
JWBC
509
J.W. Burns & Co
New York
$3.98M -$240K -2,999 -6%
SIM
510
Sterling Investment Management
Arizona
$3.98M +$16.9K +211 +0.4%
CIC
511
Carnegie Investment Counsel
Ohio
$3.89M +$113K +1,407 +3%
BFA
512
Benedict Financial Advisors
Georgia
$3.88M +$74K +866 +2%
CAN
513
Cetera Advisor Networks
California
$3.87M – – –
ANBT
514
American National Bank & Trust
Texas
$3.85M -$649K -8,093 -14%
LCOV
515
London Company of Virginia
Virginia
$3.84M -$32.4K -404 -0.8%
IIM
516
Intact Investment Management
Quebec, Canada
$3.79M +$1.05M +13,100 +38%
CAM
517
Cypress Asset Management
Texas
$3.77M -$267K -3,325 -7%
PMG
518
ProVise Management Group
Florida
$3.75M +$211K +2,638 +6%
SIA
519
Sit Investment Associates
Minnesota
$3.75M -$2.54M -31,740 -40%
NCM
520
Narwhal Capital Management
Georgia
$3.75M +$104K +1,300 +3%
HKIM
521
Hayek Kallen Investment Management
Alabama
$3.7M -$8.58K -107 -0.2%
CWM
522
Concert Wealth Management
California
$3.68M -$323K -4,034 -8%
IAA
523
Ironsides Asset Advisors
North Carolina
$3.65M – – –
OIM
524
Opus Investment Management
Massachusetts
$3.65M +$722K +9,000 +25%
EWM
525
Evercore Wealth Management
New York
$3.64M -$68.1K -850 -2%
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