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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 %
ACP
1051
Aviance Capital Partners
Florida
$539K +$264 +3 +0%
PFBT
1052
Parkside Financial Bank & Trust
Missouri
$539K +$6.86K +78 +1%
FHC
1053
First Heartland Consultants
Missouri
$535K -$53.8K -612 -9%
BSW
1054
Buckingham Strategic Wealth
Missouri
$534K +$4.57K +52 +0.9%
BPCE
1055
Bank Pictet & Cie (Europe)
Germany
$532K -$259K -2,950 -33%
BP
1056
Ballentine Partners
Massachusetts
$531K +$61.8K +703 +13%
RC
1057
RBF Capital
California
$527K – – –
WOC
1058
West Oak Capital
California
$526K – – –
QAM
1059
QCI Asset Management
New York
$525K -$17.6K -200 -3%
SHA
1060
Smith Hayes Advisers
Nebraska
$524K -$41.8K -475 -7%
RCWMU
1061
Rothschild & Co Wealth Management (UK)
United Kingdom
$523K – – –
TF
1062
Tompkins Financial
New York
$520K +$178K +2,028 +52%
MMPW
1063
Mitchell McLeod Pugh & Williams
Alabama
$519K – – –
GC
1064
Grimes & Company
Massachusetts
$519K +$28.1K +320 +6%
FI
1065
FormulaFolio Investments
Michigan
$519K +$78.4K +892 +18%
SBH
1066
Segall Bryant & Hamill
Illinois
$517K +$17.6K +200 +4%
GCP
1067
GSA Capital Partners
United Kingdom
$515K -$2.76M -31,439 -84%
CAG
1068
Crestwood Advisors Group
Massachusetts
$514K -$27.2K -309 -5%
PIM
1069
Parasol Investment Management
Illinois
$504K -$50.1K -570 -9%
WEC
1070
Winslow Evans & Crocker
Massachusetts
$503K -$33K -376 -6%
WPP
1071
Whalerock Point Partners
Rhode Island
$502K -$53.9K -614 -10%
MNBTD
1072
Moody National Bank Trust Division
Texas
$501K – – –
WA
1073
Wealth Architects
California
$496K – – –
PFM
1074
Parsec Financial Management
North Carolina
$494K -$10.1K -115 -2%
LA
1075
Lucus Advisors
New York
$493K -$13.6K -155 -3%
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