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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 %
BCM
1076
Birmingham Capital Management
Alabama
$492K – – –
FMT
1077
First Mercantile Trust
Tennessee
$491K +$8.8K +100 +2%
BCM
1078
Becker Capital Management
Oregon
$490K +$160K +1,820 +49%
CHC
1079
City Holding Co
West Virginia
$489K -$18K -205 -4%
SIM
1080
Sadoff Investment Management
Wisconsin
$484K +$44K +500 +10%
TCM
1081
Tanaka Capital Management
New York
$481K – – –
1832 Asset Management
1082
1832 Asset Management
Ontario, Canada
$478K -$211K -2,395 -31%
GC
1083
Garde Capital
Washington
$478K +$5.45K +62 +1%
AB
1084
Atlas Brown
Kentucky
$476K -$11.4K -129 -2%
LA
1085
Lau Associates
Delaware
$472K – – –
BCM
1086
BTR Capital Management
California
$468K -$7.83K -89 -2%
WPIC
1087
White Pine Investment Company
Michigan
$467K -$52.7K -600 -10%
HP
1088
Hikari Power
Japan
$466K – – –
YP
1089
Yellowstone Partners
Idaho
$464K -$109K -1,240 -19%
WA
1090
Waverly Advisors
Alabama
$464K +$275K +3,124 +145%
CNBT
1091
Canandaigua National Bank & Trust
New York
$462K -$1.76K -20 -0.4%
GIM
1092
Goelzer Investment Management
Indiana
$461K +$22.4K +254 +5%
JC
1093
Jacobs & Co
California
$460K +$8.9K +100 +2%
TBNY
1094
Trustco Bank (New York)
New York
$458K – – –
FAG
1095
Financial Advisory Group
Texas
$456K +$456K +5,182 New
AFWA
1096
Ancora Family Wealth Advisors
Ohio
$455K -$45.6K -519 -9%
NDSI
1097
Newman Dignan & Sheerar Inc
Rhode Island
$451K +$409K +46,540 +967%
FIG
1098
Fusion Investment Group
Pennsylvania
$450K -$195K -2,217 -30%
AIA
1099
Affinity Investment Advisors
California
$447K -$179K -2,040 -29%
CM
1100
Capital Management
Virginia
$447K +$7.3K +83 +2%
42 43
44
45 46