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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 %
MNBTD
1051
Moody National Bank Trust Division
Texas
$452K +$397 +5 +0.1%
AFWA
1052
Ancora Family Wealth Advisors
Ohio
$452K +$452K +5,695 New
SBH
1053
Segall Bryant & Hamill
Illinois
$451K – – –
DY
1054
Dowling & Yahnke
California
$449K -$92.4K -1,166 -17%
WA
1055
Wealth Architects
California
$447K – – –
BCM
1056
Birmingham Capital Management
Alabama
$444K – – –
GC
1057
Grimes & Company
Massachusetts
$442K – – –
QIM
1058
Quest Investment Management
Oregon
$442K +$1.19K +15 +0.3%
AB
1059
Atlas Brown
Kentucky
$439K – – –
FMT
1060
First Mercantile Trust
Tennessee
$435K -$78.2K -985 -15%
JIM
1061
Jensen Investment Management
Oregon
$434K -$35.7K -450 -8%
TCM
1062
Tanaka Capital Management
New York
$434K +$21.4K +270 +5%
Fiera Capital (Canada)
1063
Fiera Capital (Canada)
Quebec, Canada
$430K -$12.3K -155 -3%
DDC
1064
DF Dent & Co
Maryland
$430K +$4.44K +56 +1%
BCM
1065
BTR Capital Management
California
$429K +$92.6K +1,168 +28%
GC
1066
Garde Capital
Washington
$427K -$16.2K -204 -4%
LA
1067
Lau Associates
Delaware
$426K +$4.37K +55 +1%
ICM
1068
IMS Capital Management
Oregon
$424K +$10.2K +128 +2%
BP
1069
Ballentine Partners
Massachusetts
$423K +$38.6K +487 +10%
HP
1070
Hikari Power
Japan
$420K +$420K +5,300 New
CNBT
1071
Canandaigua National Bank & Trust
New York
$419K -$46K -579 -10%
TBNY
1072
Trustco Bank (New York)
New York
$413K – – –
TFO
1073
Tarbox Family Office
California
$411K +$27.4K +345 +7%
SCA
1074
Strategic Capital Alternatives
United States
$410K +$50.6K +638 +14%
TT
1075
Tiedemann Trust
Delaware
$406K -$44K -554 -10%
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43
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