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Philip Morris
PM

Overview Fund Activity

1,396 hedge funds and large institutions have $87.3B invested in Philip Morris in 2015 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 526 increasing their positions, 541 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
-9
Holders Change %
-0.64%
% of All Funds
39.02%
Holding in Top 10
79
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.27%
% of All Funds
2.21%
New
65
Increased
526
Reduced
541
Closed
62
Calls
$635M
Puts
$409M
Net Calls
+$226M
Net Calls Change
+$134M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$586M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$385M
3
Capital International Investors
Capital International Investors
California
+$170M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$154M
5
VAM
Vontobel Asset Management
New York
+$126M

Top Sellers

1
Citigroup
Citigroup
New York
-$115M
2
Renaissance Technologies
Renaissance Technologies
New York
-$90.9M
3
CS
Credit Suisse
Switzerland
-$79.9M
4
JHIU
Janus Henderson Investors US
Colorado
-$78.8M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$77.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCMNY
601
Howard Capital Management (New York)
New York
$2.55M – – –
SI
602
Scout Investments
Missouri
$2.54M -$480K -6,052 -16%
CL
603
Choreo LLC
Illinois
$2.53M -$31.1K -387 -1%
BWM
604
Braver Wealth Management
Massachusetts
$2.53M +$530K +6,683 +27%
HSA
605
HBK Sorce Advisory
Pennsylvania
$2.51M +$54.1K +682 +2%
RC
606
RegentAtlantic Capital
New Jersey
$2.51M -$150K -1,897 -6%
SWITC
607
Stewart West Indies Trading Company
Colorado
$2.5M – – –
LA
608
LVW Advisors
New York
$2.49M +$631K +7,952 +34%
CP
609
Cumberland Partners
Ontario, Canada
$2.47M -$68.7K -866 -3%
LIM
610
Leavell Investment Management
Alabama
$2.47M +$6.11K +77 +0.2%
SWM
611
SVA Wealth Management
Wisconsin
$2.47M +$212K +2,668 +9%
HCP
612
Holt Capital Partners
Texas
$2.46M – – –
CBN
613
Cadence Bank NA
Texas
$2.45M -$13.8K -174 -0.6%
BT
614
Brandywine Trust
Delaware
$2.44M – – –
SC
615
Searle & Co
Connecticut
$2.42M +$39.7K +501 +2%
HB
616
Homrich & Berg
Georgia
$2.42M -$146K -1,846 -6%
MCC
617
Mid Continent Capital
Illinois
$2.42M -$991K -12,500 -29%
N
618
Natixis
France
$2.41M -$15.4M -193,798 -86%
BC
619
Bartlett & Co
Ohio
$2.41M -$1.03K -13 -0%
VHAM
620
Van Hulzen Asset Management
California
$2.36M -$508K -6,403 -18%
AIP
621
Ameritas Investment Partners
Nebraska
$2.3M – – –
ACM
622
Argentus Capital Management
Texas
$2.3M -$567K -7,149 -20%
FCBT
623
First Citizens Bank & Trust
North Carolina
$2.3M +$3.73K +47 +0.2%
Bank of Nova Scotia
624
Bank of Nova Scotia
Ontario, Canada
$2.29M -$186K -2,343 -7%
PTC
625
Private Trust Company
Ohio
$2.29M +$82.3K +1,038 +4%
23 24
25
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