PM icon

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 %
Daiwa Securities Group
576
Daiwa Securities Group
Japan
$3.1M – – –
ARTA
577
A.R.T. Advisors
New York
$3.1M +$1.34M +15,190 +76%
CWA
578
Cypress Wealth Advisors
California
$3.07M +$7.74K +88 +0.3%
MCM
579
Mengis Capital Management
Oregon
$3.07M +$352 +4 +0%
OSNBOA
580
Old Second National Bank of Aurora
Illinois
$3.06M -$74.6K -849 -2%
CL
581
Choreo LLC
Illinois
$3.04M +$240K +2,699 +9%
TCOV
582
Trust Company of Vermont
Vermont
$3.04M +$2.64K +30 +0.1%
BOTW
583
Bank of the West
California
$3.03M -$236K -2,682 -7%
HAI
584
Hennessy Advisors Inc
California
$3.03M -$70.3K -800 -2%
EHC
585
Everett Harris & Co
California
$3.01M – – –
LIA
586
LS Investment Advisors
Michigan
$3.01M -$308K -3,505 -9%
MM
587
Midas Management
New York
$2.99M – – –
CI
588
Constellation Investments
Ohio
$2.99M +$61.5K +700 +2%
ISL
589
Ingalls & Snyder LLC
New York
$2.97M -$197K -2,244 -6%
VWM
590
Venturi Wealth Management
Texas
$2.96M +$2.96M +33,621 New
BWM
591
Braver Wealth Management
Massachusetts
$2.92M +$124K +1,406 +4%
B
592
BancorpSouth
Mississippi
$2.92M -$77.6K -883 -3%
PJSIMP
593
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.91M +$41.5K +472 +1%
SIM
594
Sterling Investment Management
Arizona
$2.89M -$44.3K -504 -2%
SLG
595
Stanley-Laman Group
Pennsylvania
$2.88M +$2.88M +32,699 New
HK
596
Horizon Kinetics
New York
$2.85M -$48.4K -551 -2%
EFS
597
Essex Financial Services
Connecticut
$2.83M -$483K -5,495 -15%
HA
598
Halsey Associates
Connecticut
$2.82M -$76.9K -875 -3%
SMC
599
Smith, Moore & Co
Missouri
$2.82M +$2.82M +32,080 New
HSA
600
HBK Sorce Advisory
Pennsylvania
$2.8M +$13.6K +155 +0.5%
22 23
24
25 26