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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 %
RC
851
Roundview Capital
New Jersey
$893K +$893K +11,252 New
HIC
852
Harvey Investment Company
Kentucky
$890K -$37.3K -470 -4%
AB
853
AT Bancorp
Iowa
$889K -$43.6K -550 -5%
BA
854
BKS Advisors
Michigan
$888K – – –
AP
855
AHL Partners
United Kingdom
$885K +$885K +11,152 New
WIS
856
Wright Investors Service
Connecticut
$883K -$37.5K -472 -4%
BCM
857
Brookstone Capital Management
Illinois
$882K -$3.56M -44,846 -80%
FBA
858
Front Barnett Associates
Illinois
$878K – – –
WIM
859
Waverton Investment Management
United Kingdom
$875K – – –
NGA
860
Naples Global Advisors
Florida
$875K +$25.5K +321 +3%
SFSG
861
Stearns Financial Services Group
North Carolina
$875K +$59.4K +749 +7%
DP
862
Dearborn Partners
Illinois
$872K -$53.2K -670 -6%
PWW
863
Pettyjohn Wood & White
Virginia
$872K -$31K -390 -3%
WSCM
864
Wellington Shields Capital Management
New York
$865K – – –
SFG
865
SNS Financial Group
Minnesota
$863K -$28.9K -364 -3%
CL
866
CPWM LLC
Washington
$863K +$487K +6,145 +130%
BA
867
Boston Advisors
Massachusetts
$857K +$19.8K +250 +2%
AP
868
Atwood & Palmer
Missouri
$849K -$238K -3,000 -22%
Capital Fund Management (CFM)
869
Capital Fund Management (CFM)
France
$849K +$849K +10,700 New
BHWM
870
Bar Harbor Wealth Management
New Hampshire
$839K -$2.78K -35 -0.3%
BT
871
Beacon Trust
New Jersey
$830K +$32.2K +406 +4%
PVWM
872
Point View Wealth Management
New Jersey
$826K +$151K +1,905 +22%
PIA
873
Peachtree Investment Advisors
Georgia
$821K – – –
LPT
874
Legacy Private Trust
Wisconsin
$818K – – –
PAIA
875
Park Avenue Institutional Advisers
New York
$817K -$10.4K -131 -1%
33 34
35
36 37