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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 %
MIP
1001
Marietta Investment Partners
Wisconsin
$521K -$78.5K -890 -13%
YP
1002
Yellowstone Partners
Idaho
$517K -$115K -1,453 -18%
CBT
1003
Central Bank & Trust
Kentucky
$517K +$42.5K +535 +9%
TC
1004
Trust Company
Kansas
$516K -$220K -2,775 -30%
HW
1005
Hedeker Wealth
Illinois
$516K -$7.94K -100 -2%
AFG
1006
American Financial Group
Ohio
$516K – – –
SCM
1007
SOL Capital Management
Maryland
$514K – – –
CSMF
1008
Charles Stewart Mott Foundation
Michigan
$514K +$514K +6,484 New
MGAM
1009
McGowan Group Asset Management
Texas
$510K -$9.44K -119 -2%
ISB
1010
Iowa State Bank
Iowa
$510K – – –
SHA
1011
Smith Hayes Advisers
Nebraska
$510K +$18K +227 +4%
CT
1012
Cambridge Trust
Massachusetts
$508K +$75.2K +948 +17%
ANRIA
1013
American National Registered Investment Advisor
Texas
$504K – – –
FWP
1014
FAS Wealth Partners
Kansas
$504K +$147K +1,855 +41%
BFA
1015
Bragg Financial Advisors
North Carolina
$502K -$69K -870 -12%
WPP
1016
Whalerock Point Partners
Rhode Island
$502K +$51.5K +650 +11%
PIM
1017
Parasol Investment Management
Illinois
$500K -$419K -5,288 -46%
GCM
1018
Grisanti Capital Management
New York
$500K – – –
AI
1019
Accredited Investors
Minnesota
$500K +$194K +2,439 +63%
FC
1020
Forte Capital
New York
$498K -$7.93K -100 -2%
AIM
1021
Advantage Investment Management
Iowa
$498K -$3.97K -50 -0.8%
PLFAM
1022
Pineno Levin & Ford Asset Management
Virginia
$497K -$6.35K -80 -1%
AI
1023
Atria Investments
North Carolina
$495K -$716K -9,035 -59%
SS
1024
Simplicity Solutions
Minnesota
$493K +$72.5K +913 +17%
CB
1025
Community Bank
New York
$492K -$31.7K -400 -6%
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