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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 %
AAS
1126
Annex Advisory Services
Wisconsin
$356K +$794 +10 +0.2%
CC
1127
Courier Capital
New York
$356K +$1.03K +13 +0.3%
BFG
1128
Bouchey Financial Group
New York
$355K -$7.94K -100 -2%
SAS
1129
Spectrum Advisory Services
Georgia
$355K – – –
LAIC
1130
Lederer & Associates Investment Counsel
California
$353K – – –
EFSCE
1131
Enterprise Financial Services Corp (EFSC)
Missouri
$353K +$10.6K +134 +3%
SWA
1132
SFMG Wealth Advisors
Texas
$352K -$8.89K -112 -2%
HFM
1133
Hartford Financial Management
Connecticut
$351K – – –
PTC
1134
Philadelphia Trust Company
Pennsylvania
$351K +$351K +4,418 New
NL
1135
NWAM LLC
Washington
$350K – – –
SAMC
1136
Shinko Asset Management Company
Japan
$345K -$14.5K -183 -4%
YIA
1137
YHB Investment Advisors
Connecticut
$344K -$22.2K -280 -6%
GWM
1138
Gupta Wealth Management
California
$343K -$43.9K -554 -11%
SCM
1139
Southport Capital Management
Tennessee
$342K -$108K -1,357 -24%
GWCM
1140
Godshalk Welsh Capital Management
Pennsylvania
$341K – – –
FHB
1141
First Hawaiian Bank
Hawaii
$339K +$49.7K +626 +17%
ACA
1142
Anchor Capital Advisors
Massachusetts
$331K +$159 +2 +0%
Aristotle Capital Management
1143
Aristotle Capital Management
California
$330K +$25.4K +320 +8%
OWD
1144
Osborn Williams & Donohoe
Ohio
$329K – – –
CIC
1145
Chase Investment Counsel
Virginia
$328K – – –
CIC
1146
Cornercap Investment Counsel
Georgia
$328K – – –
OAM
1147
Occidental Asset Management
California
$325K – – –
SGH
1148
Schonfeld Group Holdings
New York
$325K +$325K +4,100 New
Manulife (Manufacturers Life Insurance)
1149
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$325K +$7.75K +97,735 +2%
TPP
1150
Triangle Peak Partners
California
$322K +$322K +4,062 New
44 45
46
47 48