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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 %
CA
726
Cullinan Associates
Kentucky
$1.58M -$246K -2,800 -13%
CA
727
Cetera Advisors
Colorado
$1.58M -$175K -1,989 -10%
CT
728
Coastline Trust
Rhode Island
$1.58M +$24.2K +275 +2%
WB
729
Webster Bank
Connecticut
$1.58M +$8.79K +100 +0.6%
OLA
730
Oliver Luxxe Assets
New Jersey
$1.58M +$1.58M +17,610 New
MC
731
Moors & Cabot
Massachusetts
$1.57M -$183K -2,077 -10%
OMCS
732
Old Mutual Customised Solutions
South Africa
$1.57M – – –
CI
733
CAZ Investments
Texas
$1.56M +$179K +2,040 +13%
CFG
734
Citizens Financial Group
Rhode Island
$1.55M +$1.55M +16,227 New
Cetera Investment Advisers
735
Cetera Investment Advisers
Illinois
$1.54M +$1.54M +17,564 New
GAM
736
Griffin Asset Management
New York
$1.54M – – –
AC
737
Addison Capital
Pennsylvania
$1.54M -$49.2K -560 -3%
1GA
738
1st Global Advisors
Texas
$1.53M +$39.6K +451 +3%
KCM
739
Karp Capital Management
California
$1.53M +$58.1K +661 +4%
LCP
740
Legacy Capital Partners
Wisconsin
$1.52M +$7.04K +80 +0.5%
BCM
741
Buckhead Capital Management
Georgia
$1.51M -$30.3K -345 -2%
BFEC
742
Benjamin F. Edwards & Company
Missouri
$1.51M +$35.1K +399 +2%
PHS
743
Pekin Hardy Strauss
Illinois
$1.51M -$336K -3,822 -18%
MA
744
Montag & Associates
Georgia
$1.5M – – –
FFBTD
745
First Financial Bank - Trust Division
Ohio
$1.5M -$40.4K -460 -3%
Two Sigma Investments
746
Two Sigma Investments
New York
$1.5M -$64.5M -733,883 -98%
Fuller & Thaler Asset Management
747
Fuller & Thaler Asset Management
California
$1.49M – – –
TA
748
TMD & Associates
Arizona
$1.49M +$1.49M +16,981 New
CWM
749
Calamos Wealth Management
Illinois
$1.49M -$814K -9,253 -35%
YMRC
750
Yorktown Management & Research Company
Virginia
$1.48M -$879K -10,000 -37%
28 29
30
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