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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 %
HCMNY
601
Howard Capital Management (New York)
New York
$2.58M – – –
CP
602
Cumberland Partners
Ontario, Canada
$2.57M -$207K -2,584 -7%
WB
603
WesBanco Bank
West Virginia
$2.55M -$446K -5,562 -15%
Capstone Investment Advisors
604
Capstone Investment Advisors
New York
$2.55M +$2.55M +31,801 New
B
605
BancorpSouth
Mississippi
$2.54M +$75.3K +940 +3%
SWITC
606
Stewart West Indies Trading Company
Colorado
$2.53M – – –
Bank of Nova Scotia
607
Bank of Nova Scotia
Ontario, Canada
$2.52M +$387K +4,803 +18%
SM
608
Stratton Management
Pennsylvania
$2.51M -$184K -2,300 -7%
LIM
609
Leavell Investment Management
Alabama
$2.49M +$160 +2 +0%
CBN
610
Cadence Bank NA
Texas
$2.49M -$114K -1,427 -4%
HSA
611
HBK Sorce Advisory
Pennsylvania
$2.49M -$508K -6,334 -17%
BS
612
Bessemer Securities
New York
$2.49M +$2.49M +31,000 New
HCP
613
Holt Capital Partners
Texas
$2.48M -$89.8K -1,120 -3%
BT
614
Brandywine Trust
Delaware
$2.47M – – –
BC
615
Bartlett & Co
Ohio
$2.44M +$68.2K +850 +3%
SC
616
Searle & Co
Connecticut
$2.41M -$80 -1 -0%
PP
617
Paloma Partners
Connecticut
$2.4M +$1.44M +18,019 +151%
FQ
618
First Quadrant
California
$2.4M – – –
EDRH
619
Edmond de Rothschild Holding
Switzerland
$2.37M +$2.37M +29,568 New
AIP
620
Ameritas Investment Partners
Nebraska
$2.33M +$11.7K +146 +0.5%
FA
621
FDx Advisors
Illinois
$2.32M -$572K -7,135 -20%
PWM
622
Perigon Wealth Management
California
$2.32M -$116K -1,450 -5%
FCBT
623
First Citizens Bank & Trust
North Carolina
$2.32M -$3.57M -44,488 -61%
YAM
624
Yacktman Asset Management
Texas
$2.31M -$48.5K -605 -2%
HK
625
Horizon Kinetics
New York
$2.29M -$64.9K -810 -3%
23 24
25
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