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
$7.27B
2
Vanguard Group
Vanguard Group
Pennsylvania
$8.28B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.16B
4
Invesco
Invesco
Georgia
$1.13B
5
BFA
BlackRock Fund Advisors
California
$2.19B

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.49B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$251M
4
Northern Trust
Northern Trust
Illinois
$1.53B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
1176
Occidental Asset Management
California
$360K – – –
NPT
1177
Nixon Peabody Trust
Massachusetts
$357K +$357K +4,064 New
LCM
1178
Liberty Capital Management
Michigan
$356K – – –
SWA
1179
SFMG Wealth Advisors
Texas
$354K -$35.9K -409 -9%
KA
1180
Kovack Advisors
Florida
$353K +$353K +4,014 New
NEPWA
1181
New England Private Wealth Advisors
Massachusetts
$350K +$88 +1 +0%
ACI
1182
Alpha Cubed Investments
California
$350K +$61.2K +695 +21%
VFA
1183
Virtus Fund Advisers
Connecticut
$349K – – –
SAM
1184
Summit Asset Management
Tennessee
$348K -$69.7K -792 -17%
UFA
1185
US Financial Advisors
Massachusetts
$348K +$31.2K +355 +10%
CA
1186
Cornerstone Advisory
Maryland
$348K +$348K +3,960 New
GCA
1187
Gideon Capital Advisors
New York
$348K +$348K +3,961 New
PIM
1188
Provident Investment Management
Michigan
$347K – – –
SFS
1189
Summit Financial Strategies
Ohio
$347K – – –
GWM
1190
Greenwich Wealth Management
Connecticut
$343K +$343K +3,900 New
Manulife (Manufacturers Life Insurance)
1191
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$342K -$17.9K -203,238 -5%
RDM
1192
Retirement Design & Management
Connecticut
$341K – – –
EFSCE
1193
Enterprise Financial Services Corp (EFSC)
Missouri
$338K -$53.2K -605 -14%
CIM
1194
Cetera Investment Management
California
$335K +$335K +3,801 New
CG
1195
Colony Group
Massachusetts
$334K -$199K -2,255 -37%
FM
1196
Family Management
New York
$333K -$77.5K -883 -19%
OCG
1197
Opus Capital Group
Ohio
$333K -$16.7K -190 -5%
PHAM
1198
Palisades Hudson Asset Management
Florida
$332K – – –
WCM
1199
Weatherstone Capital Management
Colorado
$332K +$101K +1,151 +44%
WC
1200
Whitney & Co
New York
$331K -$13.2K -150 -4%
46 47
48
49 50