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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 %
VIMU
601
Veritas Investment Management (UK)
United Kingdom
$2.78M -$101K -1,150 -4%
SWITC
602
Stewart West Indies Trading Company
Colorado
$2.77M – – –
SM
603
Stratton Management
Pennsylvania
$2.76M -$220K -2,500 -7%
CP
604
Cumberland Partners
Ontario, Canada
$2.76M +$22K +250 +0.8%
RC
605
RegentAtlantic Capital
New Jersey
$2.75M -$24.9K -283 -0.9%
KT
606
Kanaly Trust
Texas
$2.75M -$277K -3,154 -9%
LIM
607
Leavell Investment Management
Alabama
$2.75M +$8.97K +102 +0.3%
CBN
608
Cadence Bank NA
Texas
$2.75M +$32.8K +373 +1%
SWM
609
SVA Wealth Management
Wisconsin
$2.75M +$12K +136 +0.4%
AIP
610
Ameritas Investment Partners
Nebraska
$2.75M +$196K +2,233 +8%
FCH
611
Freestone Capital Holdings
Washington
$2.74M +$974K +11,077 +55%
BT
612
Brandywine Trust
Delaware
$2.71M – – –
HCMNY
613
Howard Capital Management (New York)
New York
$2.71M -$123K -1,403 -4%
LA
614
LVW Advisors
New York
$2.69M -$63.6K -723 -2%
MAM
615
Meeder Asset Management
Ohio
$2.69M +$2M +22,798 +294%
HCP
616
Holt Capital Partners
Texas
$2.68M -$41.8K -475 -2%
BC
617
Bartlett & Co
Ohio
$2.67M -$2.02K -23 -0.1%
SC
618
Searle & Co
Connecticut
$2.66M -$1.57K -18 -0.1%
LNWWM
619
Laird Norton Wetherby Wealth Management
California
$2.65M +$127K +1,448 +5%
PTC
620
Private Trust Company
Ohio
$2.64M +$101K +1,150 +4%
JWM
621
Jackson Wealth Management
Florida
$2.63M +$1.53M +17,156 +138%
CFA
622
Carroll Financial Associates
North Carolina
$2.62M +$378K +4,302 +17%
SFWA
623
Summit Financial Wealth Advisors
Louisiana
$2.58M +$277K +3,156 +12%
VHAM
624
Van Hulzen Asset Management
California
$2.57M -$48.8K -555 -2%
FBB
625
Fulton Breakefield Broenniman
Maryland
$2.54M +$170K +1,929 +7%
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