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Philip Morris
PM

Overview Fund Activity

1,456 hedge funds and large institutions have $96.3B invested in Philip Morris in 2015 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 498 increasing their positions, 575 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,456
Holders Change
+60
Holders Change %
+4.3%
% of All Funds
38.24%
Holding in Top 10
93
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+17.72%
% of All Funds
2.44%
New
137
Increased
498
Reduced
575
Closed
59
Calls
$507M
Puts
$497M
Net Calls
+$9.41M
Net Calls Change
-$217M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$470M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$265M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$255M
4
Invesco
Invesco
Georgia
+$243M
5
BFA
BlackRock Fund Advisors
California
+$172M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$1.1B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$172M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$146M
4
Northern Trust
Northern Trust
Illinois
-$137M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
501
NS Partners
United Kingdom
$4.6M +$4.6M +52,345 New
SIP
502
Stoneridge Investment Partners
Pennsylvania
$4.6M +$4.6M +52,325 New
ZCA
503
Zeke Capital Advisors
Pennsylvania
$4.6M – – –
VCM
504
Violich Capital Management
California
$4.59M -$133K -1,517 -3%
LIC
505
Lodestar Investment Counsel
Illinois
$4.55M -$87.8K -999 -2%
SWP
506
Stratos Wealth Partners
Ohio
$4.53M +$72.6K +826 +2%
NB
507
NBT Bank
New York
$4.52M -$41.3K -470 -0.9%
FB
508
Fulton Bank
Pennsylvania
$4.48M -$159K -1,808 -3%
CIC
509
Carnegie Investment Counsel
Ohio
$4.47M -$25.7K -286 -0.6%
CBU
510
CIBC Bank USA
Illinois
$4.46M -$20K -228 -0.4%
FBT
511
First Bankers Trust
Kentucky
$4.44M -$10.1K -115 -0.2%
RW
512
Rand Wealth
Maryland
$4.4M -$156K -1,774 -3%
PMG
513
ProVise Management Group
Florida
$4.31M +$79.7K +906 +2%
MAM
514
Mizuho Asset Management
Japan
$4.27M +$238K +2,709 +6%
JWBC
515
J.W. Burns & Co
New York
$4.26M -$31.4K -357 -0.7%
CPA
516
Capital Planning Advisors
California
$4.22M +$516K +5,874 +14%
PA
517
Profund Advisors
Maryland
$4.21M +$906K +10,306 +27%
FNBT
518
FineMark National Bank & Trust
Florida
$4.2M -$58.2K -662 -1%
LCOV
519
London Company of Virginia
Virginia
$4.19M – – –
BFA
520
Benedict Financial Advisors
Georgia
$4.19M +$132K +1,500 +3%
PSUF
521
People's United Financial
Connecticut
$4.17M +$14.9K +169 +0.4%
EWM
522
Evercore Wealth Management
New York
$4.13M +$360K +4,096 +10%
DAM
523
Deltec Asset Management
New York
$4.05M – – –
SIC
524
Salem Investment Counselors
North Carolina
$4.04M -$446K -5,071 -10%
NCM
525
Narwhal Capital Management
Georgia
$4M -$112K -1,275 -3%
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