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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 %
IH
926
IFC Holdings
Florida
$782K +$11.1K +126 +1%
LNC
927
Lincoln National Corp
Pennsylvania
$781K -$246K -2,837 -24%
GS
928
Girard Securities
California
$780K +$780K +8,875 New
BC
929
Brinker Capital
Pennsylvania
$771K +$771K +8,765 New
FMWA
930
Forvis Mazars Wealth Advisors
Missouri
$770K -$37.9K -431 -5%
GF
931
Gerstein Fisher
New York
$770K +$49.8K +566 +7%
MRCM
932
M&R Capital Management
New Jersey
$768K -$54.1K -615 -7%
SLF
933
Sun Life Financial
Ontario, Canada
$763K -$247K -2,812 -24%
VFS
934
VSR Financial Services
Kansas
$762K +$67.4K +767 +10%
JG
935
Jefferies Group
New York
$762K +$484K +5,510 +174%
WTB
936
Washington Trust Bank
Washington
$760K -$37.3K -425 -5%
IFAM
937
Institutional & Family Asset Management
Colorado
$758K +$758K +8,624 New
FIM
938
Freedom Investment Management
Connecticut
$756K -$693K -7,890 -48%
WCM
939
Windsor Capital Management
Arizona
$748K +$6.67K +76 +0.9%
MIH
940
Madison Investment Holdings
Wisconsin
$747K -$12.3K -140 -2%
CG
941
Cutler Group
California
$747K +$747K +8,500 New
SIG
942
Schaller Investment Group
North Carolina
$744K – – –
TC
943
Taylor Cottrill
New Hampshire
$743K – – –
NSIM
944
North Star Investment Management
Illinois
$739K +$422K +4,800 +133%
PAWC
945
P.A.W. Capital
Connecticut
$738K – – –
WAM
946
Wealthspire Advisors (Maryland)
Maryland
$733K +$733K +8,340 New
ACM
947
Azimuth Capital Management
Michigan
$729K – – –
GIP
948
Greatmark Investment Partners
Georgia
$728K – – –
ST
949
Smithfield Trust
Pennsylvania
$723K -$88 -1 -0%
ACM
950
Argentus Capital Management
Texas
$717K -$1.83M -20,814 -72%
36 37
38
39 40