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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 %
GD
826
Grandfield & Dodd
New York
$1.15M -$87.9K -1,000 -7%
FFC
827
First Financial Corp
Indiana
$1.15M -$74.8K -850 -6%
EWA
828
EP Wealth Advisors
California
$1.15M -$9.67K -110 -0.8%
EAM
829
Evanson Asset Management
California
$1.14M +$9.14K +104 +0.8%
CRIG
830
Charter Research & Investment Group
Connecticut
$1.14M -$1.76K -20 -0.2%
WT
831
Washington Trust
Rhode Island
$1.13M -$31.7K -360 -3%
CL
832
CPWM LLC
Washington
$1.13M +$174K +1,984 +18%
AFP
833
Ausdal Financial Partners
Iowa
$1.13M +$1.13M +12,864 New
BFC
834
Blue Fin Capital
Rhode Island
$1.13M -$27.3K -310 -2%
NFG
835
Next Financial Group
Texas
$1.12M -$258K -2,933 -19%
AHS
836
Aspiriant Holdings S3
California
$1.12M +$15.4K +175 +1%
SAM
837
SignalPoint Asset Management
Missouri
$1.12M -$7.03K -80 -0.6%
ZIC
838
ZWJ Investment Counsel
Georgia
$1.12M +$6.24K +71 +0.6%
MWAC
839
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.11M +$1.11M +12,660 New
IMOV
840
Investment Management of Virginia
Virginia
$1.11M -$8.26K -94 -0.7%
WAM
841
Winslow Asset Management
Ohio
$1.11M – – –
KL
842
KWMG LLC
Kansas
$1.1M +$70.5K +802 +7%
PPSG
843
Princeton Portfolio Strategies Group
New Jersey
$1.1M -$13.2K -150 -1%
CCM
844
Catawba Capital Management
Virginia
$1.1M -$42.2K -480 -4%
VNA
845
Valley National Advisers
Pennsylvania
$1.09M +$5.98K +68 +0.6%
QIM
846
Quest Investment Management
Oregon
$1.09M +$599K +6,820 +122%
EDRH
847
Edmond de Rothschild Holding
Switzerland
$1.09M -$731K -8,302 -40%
CCFCSB
848
Cape Cod Five Cents Savings Bank
Massachusetts
$1.09M +$19.6K +223 +2%
FCCM
849
First City Capital Management
Georgia
$1.08M -$21.5K -244 -2%
CPO
850
Cerity Partners OCIO
New York
$1.07M -$60.8K -692 -5%
32 33
34
35 36