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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 %
WCM
1126
Westend Capital Management
California
$424K -$32.1K -365 -7%
CCB
1127
Cutter & Co Brokerage
Missouri
$423K +$78.2K +890 +23%
KB
1128
Kimelman & Baird
New York
$422K +$422K +4,795 New
EIM
1129
Emerson Investment Management
Massachusetts
$421K – – –
HCM
1130
Hodges Capital Management
Texas
$420K – – –
LC
1131
Lourd Capital
California
$420K +$6.33K +72 +2%
CNC
1132
Citizens & Northern Corp
Pennsylvania
$417K – – –
BCM
1133
Bluefin Capital Management
New York
$417K +$417K +4,743 New
GWM
1134
Gupta Wealth Management
California
$415K +$34.4K +391 +9%
JIM
1135
Jensen Investment Management
Oregon
$413K -$67.7K -770 -14%
BC
1136
Burney Company
Virginia
$413K +$14.2K +160 +4%
CF
1137
Corrigan Financial
Rhode Island
$412K +$412K +4,689 New
AAS
1138
Annex Advisory Services
Wisconsin
$412K +$17.7K +201 +4%
CAM
1139
Congress Asset Management
Massachusetts
$411K – – –
OC
1140
Oarsman Capital
Wisconsin
$410K -$4.4K -50 -1%
AMIM
1141
Aull & Monroe Investment Management
Alabama
$410K – – –
ICM
1142
IMS Capital Management
Oregon
$409K -$60.8K -692 -13%
PMFA
1143
Plante Moran Financial Advisors
Michigan
$409K +$74.4K +846 +22%
AP
1144
AHL Partners
United Kingdom
$407K -$572K -6,518 -58%
CAL
1145
Capital Advisors Ltd
Ohio
$407K +$2.9K +33 +0.7%
SAS
1146
Spectrum Advisory Services
Georgia
$405K +$11.6K +132 +3%
SFM
1147
Signet Financial Management
New Jersey
$405K +$122K +1,388 +43%
TC
1148
Telemus Capital
Michigan
$403K -$6.06K -69 -1%
MA
1149
Marshwinds Advisory
Georgia
$402K -$127K -1,450 -24%
CA
1150
Callahan Advisors
Texas
$401K -$26.4K -301 -6%
44 45
46
47 48