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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 %
LI
1201
Lafayette Investments
Maryland
$329K – – –
PP
1202
Pegasus Partners
Wisconsin
$327K +$21.9K +250 +7%
WCM
1203
Wallace Capital Management
Texas
$325K – – –
HI
1204
Hudock Inc
Pennsylvania
$319K +$2.28K +26 +0.7%
BHTS
1205
Bar Harbor Trust Services
Maine
$317K – – –
HHGA
1206
Halbert Hargrove Global Advisors
California
$317K +$616 +7 +0.2%
ACM
1207
Argyle Capital Management
Pennsylvania
$316K – – –
CHAM
1208
Clear Harbor Asset Management
Connecticut
$316K – – –
FMC
1209
First Merchants Corp
Indiana
$316K – – –
MCM
1210
Marathon Capital Management
Maryland
$316K +$10.9K +124 +4%
NL
1211
NWAM LLC
Washington
$315K -$36.8K -418 -10%
DDC
1212
DF Dent & Co
Maryland
$312K -$165K -1,872 -35%
DAS
1213
Dynamic Advisor Solutions
Arizona
$311K -$791 -9 -0.3%
PFA
1214
Pure Financial Advisors
California
$309K +$33.1K +377 +12%
CFP
1215
Cornerstone Financial Partners
North Carolina
$309K +$309K +3,501 New
TG
1216
TLP Group
Illinois
$309K +$309K +3,513 New
PGA
1217
Portland Global Advisors
Maine
$308K – – –
IIC
1218
Integrated Investment Consultants
Michigan
$304K +$304K +3,500 New
RIA
1219
Regal Investment Advisors
Michigan
$303K -$2.98M -33,901 -91%
RB
1220
Rodgers Brothers
Pennsylvania
$303K – – –
HBT
1221
Hills Bank & Trust
Iowa
$300K – – –
NPA
1222
Nichols & Pratt Advisers
Massachusetts
$299K – – –
SFM
1223
Signature Financial Management
Virginia
$298K -$50.7K -579 -15%
IWA
1224
Intercontinental Wealth Advisors
Texas
$297K +$297K +3,383 New
CM
1225
Cornerstone Management
Georgia
$296K +$21.1K +240 +8%
47 48
49
50 51