PM icon

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 %
PTB
1151
Pioneer Trust Bank
Oregon
$400K – – –
BIAS
1152
Beacon Investment Advisory Services
New Jersey
$400K – – –
WHG
1153
Westwood Holdings Group
Texas
$399K +$399K +4,539 New
ACA
1154
Anchor Capital Advisors
Massachusetts
$398K +$30.8K +350 +8%
CIP
1155
Champlain Investment Partners
Vermont
$396K – – –
S
1156
SignatureFD
Georgia
$395K -$15.5K -176 -4%
HFM
1157
Hartford Financial Management
Connecticut
$389K – – –
YIA
1158
YHB Investment Advisors
Connecticut
$384K +$2.46K +28 +0.6%
BFG
1159
Bouchey Financial Group
New York
$383K -$10.4K -118 -3%
SAMC
1160
Shinko Asset Management Company
Japan
$383K – – –
EDRIA
1161
Edmonds Duncan Registered Investment Advisors
Kansas
$382K +$382K +4,341 New
AWM
1162
Altavista Wealth Management
North Carolina
$380K -$17.8K -202 -4%
GWCM
1163
Godshalk Welsh Capital Management
Pennsylvania
$378K – – –
LK
1164
Lumbard & Kellner
New Hampshire
$378K +$378K +4,300 New
FHB
1165
First Hawaiian Bank
Hawaii
$377K +$1.85K +21 +0.5%
OWD
1166
Osborn Williams & Donohoe
Ohio
$377K +$17.9K +203 +5%
ABTD
1167
Arvest Bank Trust Division
Oklahoma
$371K -$79.6K -905 -18%
KFS
1168
Kurt F. Somerville
$371K -$43.1K -490 -10%
PNAA
1169
Pictet North America Advisors
Switzerland
$371K +$371K +4,220 New
AIM
1170
Alambic Investment Management
California
$368K +$368K +4,190 New
PCM
1171
Pointe Capital Management
Michigan
$366K -$216K -2,465 -37%
SCM
1172
Southport Capital Management
Tennessee
$364K -$14.1K -161 -4%
CIC
1173
Cornercap Investment Counsel
Georgia
$364K – – –
CIC
1174
Chase Investment Counsel
Virginia
$363K – – –
RWA
1175
River Wealth Advisors
Pennsylvania
$361K +$32.1K +365 +10%
45 46
47
48 49