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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 %
PWLP
1001
Prio Wealth Limited Partnership
Massachusetts
$622K -$48.3K -550 -7%
DHFB
1002
Dixon Hubard Feinour & Brown
Virginia
$620K – – –
CB
1003
Community Bank
New York
$620K +$74.2K +843 +14%
MCA
1004
Mercer Capital Advisers
New Jersey
$615K – – –
CAM
1005
Columbia Asset Management
Michigan
$615K +$109K +1,234 +21%
WFG
1006
Wills Financial Group
Virginia
$614K -$5.62K -64 -0.9%
PCA
1007
Peddock Capital Advisors
Massachusetts
$614K -$879 -10 -0.1%
GSBTD
1008
Glenview State Bank Trust Department
Illinois
$610K -$4.39K -50 -0.7%
CA
1009
Cortland Associates
Missouri
$609K -$3.08K -35 -0.5%
PCMI
1010
Paradigm Capital Management Inc
New York
$608K -$9.67K -110 -2%
FANJ
1011
Financial Architects (New Jersey)
New Jersey
$608K -$8.26K -94 -1%
PP
1012
Paloma Partners
Connecticut
$608K +$338K +3,843 +125%
1SB
1013
1ST Source Bank
Indiana
$606K +$175K +1,992 +41%
WAM
1014
Weatherly Asset Management
California
$604K +$155K +1,767 +35%
FWP
1015
FAS Wealth Partners
Kansas
$603K +$44.9K +511 +8%
AIM
1016
Advantage Investment Management
Iowa
$599K +$47.8K +544 +9%
SSG
1017
Summit Securities Group
New York
$598K +$598K +6,805 New
MBT
1018
Montecito Bank & Trust
California
$596K +$150K +1,700 +33%
FSA
1019
Franklin Street Advisors
North Carolina
$595K -$59.8K -680 -9%
EDRS
1020
Edmond de Rothschild (Suisse)
Switzerland
$594K -$703K -8,000 -54%
DAC
1021
Dividend Assets Capital
South Carolina
$593K – – –
JGIA
1022
Jackson Grant Investment Advisers
Connecticut
$592K +$592K +6,738 New
HIM
1023
Hillsdale Investment Management
Ontario, Canada
$589K -$91.4K -1,040 -13%
NIMI
1024
Natixis Investment Managers International
France
$588K – – –
DIA
1025
Dean Investment Associates
Ohio
$588K +$6.06K +69 +1%
39 40
41
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