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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 %
WDA
651
Wendell David Associates
New Hampshire
$2.27M -$69.5K -790 -3%
BAM
652
Berkshire Asset Management
Pennsylvania
$2.27M +$6.42K +73 +0.3%
WF
653
Welch & Forbes
Massachusetts
$2.26M +$5.89K +67 +0.3%
FIM
654
Fernwood Investment Management
Massachusetts
$2.25M +$26.4K +300 +1%
DPIM
655
Duff & Phelps Investment Management
Illinois
$2.25M -$107K -1,220 -5%
SNT
656
Security National Trust
West Virginia
$2.24M -$40.5K -461 -2%
TSWM
657
Triangle Securities Wealth Management
North Carolina
$2.22M -$14.5K -165 -0.6%
NPC
658
National Planning Corporation
California
$2.22M +$365K +4,074 +20%
IR
659
IAT Reinsurance
New York
$2.2M -$2.2M -25,000 -50%
GP
660
Girard Partners
Pennsylvania
$2.19M +$290K +3,296 +15%
CK
661
Cohen Klingenstein
New York
$2.18M – – –
Pacer Advisors
662
Pacer Advisors
Pennsylvania
$2.15M +$2.15M +24,459 New
GIBU
663
Gulf International Bank (UK)
United Kingdom
$2.15M +$211K +2,400 +11%
LH
664
Lebenthal Holdings
New York
$2.14M -$4.92K -56 -0.2%
BCA
665
Bernzott Capital Advisors
California
$2.14M +$8.79K +100 +0.4%
PAM
666
Private Asset Management
California
$2.13M -$276K -3,135 -11%
TTWM
667
TCV Trust & Wealth Management
Virginia
$2.13M +$14.3K +163 +0.7%
ACS
668
Archford Capital Strategies
Illinois
$2.11M +$1.71M +20,480 +438%
IAMOG
669
Investors Asset Management of Georgia
Georgia
$2.1M +$4.4K +50 +0.2%
CCMW
670
Cypress Capital Management (Wyoming)
Wyoming
$2.09M – – –
LSCM
671
LaSalle Street Capital Management
Illinois
$2.08M – – –
CAM
672
Capstone Asset Management
Texas
$2.07M -$12K -136 -0.6%
Mariner
673
Mariner
Kansas
$2.06M -$1.02M -11,619 -33%
RIG
674
Roosevelt Investment Group
New York
$2.05M -$17.6K -200 -0.9%
KIA
675
KCM Investment Advisors
California
$2.04M +$17.4K +198 +0.9%
25 26
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