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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 %
PFS
976
Physicians Financial Services
North Carolina
$675K +$675K +7,679 New
DAM
977
Doheny Asset Management
California
$674K – – –
FG
978
Fiduciary Group
Georgia
$674K +$88 +1 +0%
ESBC
979
E.S. Barr & Co
Kentucky
$671K -$28.8K -328 -4%
BCM
980
Breithorn Capital Management
New York
$671K – – –
JAFL
981
Jay A. Fishman Ltd
Michigan
$670K – – –
FWM
982
Frontier Wealth Management
Missouri
$670K +$21.4K +244 +3%
ACM
983
Armbruster Capital Management
New York
$667K +$667K +7,587 New
PCC
984
Park Circle Company
Maryland
$659K – – –
GC
985
Gratus Capital
Georgia
$659K +$56.5K +643 +9%
RBC
986
Ronald Blue & Co
Georgia
$656K -$1.24M -14,056 -65%
PAM
987
Premier Asset Management
Illinois
$655K +$8.79K +100 +1%
QCG
988
Quadrant Capital Group
Ohio
$654K -$160K -1,839 -20%
DY
989
Dowling & Yahnke
California
$650K +$152K +1,730 +31%
EB
990
Eastern Bank
Massachusetts
$647K – – –
GLI
991
Guardian Life Insurance
New York
$646K -$150K -1,706 -19%
VIM
992
Veritas Investment Management
United Kingdom
$645K -$44K -500 -6%
SSWM
993
Sheets Smith Wealth Management
North Carolina
$643K +$33K +376 +5%
ANBTV
994
American National Bank & Trust (Virginia)
Virginia
$638K – – –
NFG
995
Nations Financial Group
Iowa
$637K +$637K +7,245 New
AHB
996
Abner Herrman & Brock
New Jersey
$635K – – –
PWAP
997
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$633K -$20.7K -236 -3%
SCA
998
Stonebridge Capital Advisors
Minnesota
$631K -$8.08K -92 -1%
D.E. Shaw & Co
999
D.E. Shaw & Co
New York
$624K -$14.1M -160,498 -96%
BIM
1000
Barton Investment Management
Pennsylvania
$623K – – –
38 39
40
41 42