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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 %
MCWS
801
McKinley Carter Wealth Services
West Virginia
$1.08M -$56.3K -710 -5%
SOAMC
802
Spirit of America Management Corp
New York
$1.08M – – –
RIL
803
Rothschild Investment LLC
Illinois
$1.07M -$7.94K -100 -0.7%
EM
804
Excalibur Management
Massachusetts
$1.06M +$15.8K +199 +2%
SCM
805
Shelton Capital Management
Colorado
$1.06M +$77.6K +978 +8%
WT
806
Washington Trust
Rhode Island
$1.05M – – –
WA
807
WFG Advisors
Texas
$1.05M +$159K +2,009 +18%
BAS
808
Brown Advisory Securities
Maryland
$1.05M -$3.66K -46 -0.3%
TBA
809
Train Babcock Advisors
New York
$1.05M – – –
EWA
810
EP Wealth Advisors
California
$1.05M +$18.8K +237 +2%
CCA
811
Cobblestone Capital Advisors
New York
$1.05M +$56.3K +710 +6%
BFC
812
Blue Fin Capital
Rhode Island
$1.04M +$15.9K +200 +2%
WKWM
813
Walter & Keenan Wealth Management
Indiana
$1.04M +$248K +3,130 +31%
SC
814
SouthState Corp
Florida
$1.04M +$17.9K +225 +2%
CRIG
815
Charter Research & Investment Group
Connecticut
$1.03M -$2.78K -35 -0.3%
DG
816
Davidson & Garrard
Virginia
$1.03M -$28.9K -364 -3%
CCM
817
Catawba Capital Management
Virginia
$1.03M -$14.9K -188 -1%
CPO
818
Cerity Partners OCIO
New York
$1.03M +$60.1K +756 +6%
EAM
819
Evanson Asset Management
California
$1.02M -$25.5K -322 -2%
SAM
820
SignalPoint Asset Management
Missouri
$1.02M -$9.04K -114 -0.9%
IMOV
821
Investment Management of Virginia
Virginia
$1.01M – – –
WAM
822
Winslow Asset Management
Ohio
$1M – – –
DCLA
823
Douglas C. Lane & Associates
New York
$1M -$119K -1,499 -11%
PPSG
824
Princeton Portfolio Strategies Group
New Jersey
$1M +$214K +2,695 +27%
ZIC
825
ZWJ Investment Counsel
Georgia
$1M -$7.94K -100 -0.8%
31 32
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