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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 %
MIC
1101
MU Investments Company
Japan
$446K -$447K -5,040 -50%
NCM
1102
Noesis Capital Mangement
Florida
$445K +$96.1K +1,094 +28%
SWM
1103
Segment Wealth Management
Texas
$444K +$99.1K +1,125 +29%
NFG
1104
Nadler Financial Group
Illinois
$443K +$352 +4 +0.1%
RWA
1105
Ropes Wealth Advisors
Massachusetts
$442K +$2.02K +23 +0.5%
PTC
1106
Philadelphia Trust Company
Pennsylvania
$442K +$56.3K +645 +15%
N
1107
Natixis
France
$440K -$2.23M -25,414 -84%
KC
1108
Kingfisher Capital
North Carolina
$440K -$1.5K -17 -0.3%
AAIM
1109
American Assets Investment Management
California
$440K – – –
WA
1110
Winfield Associates
Ohio
$439K – – –
SBWIC
1111
Schaper Benz & Wise Investment Counsel
Wisconsin
$438K – – –
LIA
1112
LBMC Investment Advisors
Tennessee
$437K +$4.13K +47 +1%
SIG
1113
Schooner Investment Group
Pennsylvania
$435K -$435K -5,000 -50%
CCMG
1114
Clark Capital Management Group
Pennsylvania
$435K +$16.1K +183 +4%
TT
1115
Tiedemann Trust
Delaware
$434K -$15.2K -173 -3%
CIC
1116
Chilton Investment Company
Connecticut
$434K – – –
BMC
1117
Benin Management Corp
Connecticut
$434K – – –
PC
1118
Permit Capital
Pennsylvania
$433K -$1.38M -15,650 -76%
TWM
1119
Torch Wealth Management
Ohio
$433K – – –
FNFDCM
1120
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$431K – – –
FLPIM
1121
F.L. Putnam Investment Management
Massachusetts
$431K +$9.31K +106 +2%
TFO
1122
Tarbox Family Office
California
$429K -$26.1K -297 -6%
PAI
1123
Pittenger & Anderson Inc
Nebraska
$429K -$8.8K -100 -2%
CC
1124
Courier Capital
New York
$426K +$32K +364 +8%
Fiera Capital (Canada)
1125
Fiera Capital (Canada)
Quebec, Canada
$425K -$51.4K -585 -11%
43 44
45
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