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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 %
TFA
951
Toth Financial Advisory
Virginia
$717K -$9.67K -110 -1%
BPM
952
Bowling Portfolio Management
Ohio
$717K -$7.03K -80 -1%
JIC
953
Joel Isaacson & Co
New York
$716K +$25.5K +290 +4%
AA
954
Ancora Advisors
Ohio
$712K -$35.2K -400 -5%
MPI
955
Mairs & Power Inc
Minnesota
$712K +$4.4K +50 +0.6%
Group One Trading
956
Group One Trading
Illinois
$711K +$711K +8,089 New
SC
957
Scotia Capital
Ontario, Canada
$710K – – –
MIM
958
Marco Investment Management
Georgia
$710K +$9.5K +108 +1%
HCM
959
Howland Capital Management
Massachusetts
$710K +$61.1K +695 +9%
GW
960
GW & Wade
Massachusetts
$708K -$27.1K -308 -4%
AI
961
Atria Investments
North Carolina
$708K +$167K +1,925 +31%
HCA
962
Harbour Capital Advisors
Virginia
$707K -$10.1K -115 -1%
MCM
963
Manchester Capital Management
Vermont
$706K -$8.79K -100 -1%
MWP
964
MYCIO Wealth Partners
Pennsylvania
$704K +$792 +9 +0.1%
MSS
965
Mitchell Sinkler & Starr
Pennsylvania
$703K – – –
LOAMS
966
Lombard Odier Asset Management (Switzerland)
Switzerland
$701K – – –
AT
967
Argent Trust
Texas
$701K +$122K +1,388 +21%
CIM
968
CIM Investment Management
Pennsylvania
$700K -$701K -7,976 -50%
SSWM
969
Smith Salley Wealth Management
North Carolina
$696K -$2.46K -28 -0.4%
PCP
970
Proficio Capital Partners
Massachusetts
$693K +$693K +7,887 New
AWA
971
ARS Wealth Advisors
Florida
$692K -$28.8K -328 -4%
RIM
972
Regent Investment Management
Kentucky
$689K -$40K -455 -5%
HI
973
Hendershot Investments
Virginia
$685K -$8.79K -100 -1%
BKA
974
Brick & Kyle Associates
Pennsylvania
$679K – – –
AC
975
Addenda Capital
Quebec, Canada
$676K -$959K -12,045 -59%
37 38
39
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