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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 %
FCBT
1026
First Citizens Bank & Trust
North Carolina
$584K -$1.96M -22,295 -77%
DWT
1027
Dorsey & Whitney Trust
South Dakota
$584K +$256K +2,917 +78%
MHIC
1028
Marble Harbor Investment Counsel
Massachusetts
$579K -$11.9K -135 -2%
PFS
1029
Prospera Financial Services
Texas
$574K -$148K -1,689 -21%
MLL
1030
Moody Lynn & Lieberson
Massachusetts
$574K +$574K +6,531 New
BJL
1031
Brighton Jones LLC
Washington
$572K -$28.6K -326 -5%
SCM
1032
SOL Capital Management
Maryland
$569K – – –
ISB
1033
Iowa State Bank
Iowa
$566K – – –
MGAM
1034
McGowan Group Asset Management
Texas
$565K – – –
ANRIA
1035
American National Registered Investment Advisor
Texas
$558K – – –
AI
1036
Accredited Investors
Minnesota
$558K +$4.75K +54 +0.9%
BFA
1037
Bragg Financial Advisors
North Carolina
$556K – – –
GCM
1038
Grisanti Capital Management
New York
$554K – – –
BB
1039
Busey Bank
Illinois
$553K +$8.78K +100 +2%
AIM
1040
Avity Investment Management
Connecticut
$552K -$94.1K -1,070 -15%
FAM
1041
Formidable Asset Management
Ohio
$552K +$42.1K +479 +8%
CT
1042
Cambridge Trust
Massachusetts
$550K -$13K -148 -2%
IC
1043
Intersect Capital
California
$548K +$18.8K +214 +4%
TCM
1044
Traynor Capital Management
Pennsylvania
$547K +$547K +6,225 New
CBT
1045
Central Bank & Trust
Kentucky
$544K -$28.3K -322 -5%
MSR
1046
Main Street Research
Connecticut
$544K -$5.98K -68 -1%
FC
1047
Forte Capital
New York
$543K -$8.79K -100 -2%
NAMP
1048
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$543K – – –
NAM
1049
NTV Asset Management
West Virginia
$542K +$351 +4 +0.1%
SIM
1050
Sonora Investment Management
Arizona
$539K -$7.22K -82 -1%
40 41
42
43 44