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Philip Morris
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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 %
RMSCM
851
R.M. Sincerbeaux Capital Management
New York
$1.07M – – –
DG
852
Davidson & Garrard
Virginia
$1.06M -$81.6K -928 -7%
BA
853
Birinyi Associates
Connecticut
$1.06M -$730K -8,300 -41%
CPR
854
CSU Producer Resources
Ohio
$1.06M – – –
CCP
855
Clarkston Capital Partners
Michigan
$1.04M +$7.03K +80 +0.7%
TCOO
856
Trust Company of Oklahoma
Oklahoma
$1.04M – – –
ZF
857
Zhang Financial
Michigan
$1.03M -$76.7K -872 -7%
GT
858
Greenleaf Trust
Michigan
$1.02M -$320K -3,640 -24%
BST
859
Bath Savings Trust
Maine
$1.01M +$2.02K +23 +0.2%
SC
860
Savant Capital
Illinois
$1.01M +$200K +2,270 +25%
SFSG
861
Stearns Financial Services Group
North Carolina
$1.01M +$35.7K +406 +4%
LKIM
862
Lawson Kroeker Investment Management
Nebraska
$995K -$43.9K -500 -4%
FBP
863
Flippin Bruce & Porter
Virginia
$993K -$13.2K -150 -1%
BO
864
BRR OpCo
Ohio
$991K -$77.1K -877 -7%
ST
865
Sabal Trust
Florida
$990K +$990K +11,255 New
RC
866
Roundview Capital
New Jersey
$989K – – –
BA
867
BKS Advisors
Michigan
$989K +$4.83K +55 +0.5%
GCA
868
Guardian Capital Advisors
Ontario, Canada
$987K -$15.1K -200 -2%
HIC
869
Harvey Investment Company
Kentucky
$986K – – –
ASN
870
Advisory Services Network
Georgia
$977K -$873K -9,931 -47%
CAI
871
Capital Advisors Inc
Oklahoma
$972K +$344K +3,908 +55%
FPCG
872
Fort Pitt Capital Group
Pennsylvania
$972K +$113K +1,281 +13%
WIM
873
Waverton Investment Management
United Kingdom
$970K – – –
NGA
874
Naples Global Advisors
Florida
$969K – – –
AIA
875
Allegis Investment Advisors
Idaho
$967K +$967K +11,004 New
33 34
35
36 37