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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 %
ICAS
801
Investors Capital Advisory Services
Massachusetts
$1.24M -$248K -2,824 -17%
BCM
802
Brookstone Capital Management
Illinois
$1.23M +$255K +2,900 +26%
TNB
803
Thomasville National Bank
Georgia
$1.23M +$382K +4,340 +45%
ATC
804
Argent Trust Co
Tennessee
$1.22M +$133K +1,513 +12%
PWW
805
Pettyjohn Wood & White
Virginia
$1.22M +$253K +2,876 +26%
III
806
Independent Investors Inc
New York
$1.21M – – –
First Eagle Investment Management
807
First Eagle Investment Management
New York
$1.21M +$439K +5,000 +57%
GBT
808
Grove Bank & Trust
Florida
$1.2M +$1.2M +13,697 New
MCWS
809
McKinley Carter Wealth Services
West Virginia
$1.2M +$2.2K +25 +0.2%
CCM
810
Coldstream Capital Management
Washington
$1.2M -$116K -1,322 -9%
SOAMC
811
Spirit of America Management Corp
New York
$1.2M – – –
RIL
812
Rothschild Investment LLC
Illinois
$1.19M +$11.1K +126 +0.9%
CCA
813
Cobblestone Capital Advisors
New York
$1.19M +$28.1K +320 +2%
TBA
814
Train Babcock Advisors
New York
$1.18M +$22K +250 +2%
LWAC
815
Laurel Wealth Advisors (California)
California
$1.18M +$1.18M +13,387 New
CAM
816
Carret Asset Management
New York
$1.17M -$103K -1,175 -8%
EM
817
Excalibur Management
Massachusetts
$1.17M – – –
BAS
818
Brown Advisory Securities
Maryland
$1.17M +$11.4K +130 +1%
SLT
819
St Louis Trust
Missouri
$1.17M +$1.17M +13,315 New
BWP
820
Baldwin Wealth Partners
Massachusetts
$1.17M -$204K -2,325 -15%
CAMG
821
CWA Asset Management Group
Florida
$1.17M +$1.17M +13,250 New
CS
822
Credential Securities
$1.16M -$300K -3,414 -21%
DCLA
823
Douglas C. Lane & Associates
New York
$1.16M +$52.9K +602 +5%
EWM
824
Endurance Wealth Management
Rhode Island
$1.16M +$2.64K +30 +0.2%
WKWM
825
Walter & Keenan Wealth Management
Indiana
$1.15M – – –
31 32
33
34 35