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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 %
WI
676
WrapManager Inc
California
$2.03M +$2.03M +23,035 New
Jane Street
677
Jane Street
New York
$2.01M +$992K +11,284 +97%
PP
678
Palladium Partners
Virginia
$2.01M +$68.5K +779 +4%
HR
679
Howe & Rusling
New York
$2M +$50.5K +575 +3%
PWM
680
Perigon Wealth Management
California
$2M -$6.65K -75 -0.3%
AP
681
Advisor Partners
California
$2M +$600K +6,828 +43%
SPC
682
Sigma Planning Corp
Michigan
$1.99M +$25.1K +286 +1%
PNC
683
Park National Corp
Ohio
$1.96M -$113K -1,282 -5%
BRWA
684
B. Riley Wealth Advisors
Florida
$1.94M -$148K -1,681 -7%
TGA
685
Trilogy Global Advisors
Florida
$1.91M -$2.26M -25,700 -54%
SACTSONJ
686
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.9M – – –
AI
687
Analytic Investors
California
$1.9M +$1.9M +21,632 New
MBT
688
Monroe Bank & Trust
Michigan
$1.89M -$312K -3,548 -14%
MCM
689
Maryland Capital Management
Maryland
$1.89M +$31.8K +362 +2%
BFS
690
Bradley Foster & Sargent
Connecticut
$1.89M -$4.4K -50 -0.2%
SFT
691
Simmons First Trust
Arkansas
$1.89M +$1.28M +14,547 +210%
GVT
692
Genesee Valley Trust
New York
$1.88M -$40.2K -457 -2%
BHBT
693
Burke & Herbert Bank & Trust
Virginia
$1.88M -$19.1K -217 -1%
TYCC
694
Texas Yale Capital Corp
Florida
$1.87M +$68.6K +780 +4%
KCPG
695
Kavar Capital Partners Group
Kansas
$1.87M +$132K +1,500 +8%
FPCM
696
Financial Partners Capital Management
New York
$1.86M +$40.6K +462 +2%
VFA
697
Voya Financial Advisors
Connecticut
$1.86M +$364K +4,096 +24%
CCA
698
Checchi Capital Advisers
California
$1.82M +$138K +1,573 +8%
TNBTD
699
Trustmark National Bank Trust Department
Mississippi
$1.82M +$71.4K +812 +4%
BCP
700
Blue Chip Partners
Michigan
$1.82M +$247K +2,809 +16%
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