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 %
BDF
1301
Balasa Dinverno & Foltz
$234K – – –
CC
1302
Cornerstone Capital
California
$231K – – –
MCM
1303
McRae Capital Management
New Jersey
$230K – – –
OWP
1304
Obermeyer Wealth Partners
Colorado
$229K – – –
CAM
1305
Cidel Asset Management
Ontario, Canada
$229K +$229K +2,600 New
SM
1306
Sciencast Management
New Jersey
$229K +$229K +2,600 New
LBC
1307
Lawrence B. Cohen
$228K – – –
BCM
1308
BTC Capital Management
Iowa
$225K -$14K -160 -6%
IFB
1309
iAB Financial Bank
Indiana
$224K – – –
PBO
1310
Peoples Bank (Ohio)
Ohio
$224K +$224K +2,540 New
FVCM
1311
F&V Capital Management
Florida
$222K -$22.3K -255 -9%
DJSG
1312
D.J. St. Germain
Massachusetts
$222K +$222K +2,523 New
PI
1313
Pettee Investors
Connecticut
$221K -$4.39K -50 -2%
BAM
1314
Brave Asset Management
New Jersey
$220K – – –
ST
1315
Semper Trust
Pennsylvania
$220K +$220K +2,500 New
Edgewood Management
1316
Edgewood Management
Connecticut
$220K +$220K +2,500 New
DLHL
1317
Donald L. Hagan LLC
Florida
$218K – – –
SIMM
1318
Stillwater Investment Management (Minnesota)
Minnesota
$218K +$218K +2,477 New
CCM
1319
Copeland Capital Management
Pennsylvania
$218K +$218K +2,477 New
CGL
1320
Clarius Group LLC
Washington
$217K +$217K +2,476 New
CFA
1321
CT Financial Advisors
Pennsylvania
$215K – – –
AWE
1322
Avidian Wealth Enterprises
Texas
$215K +$215K +2,442 New
KA
1323
Klingman & Associates
New York
$212K – – –
CW
1324
Cobiz Wealth
Colorado
$212K +$212K +2,406 New
AW
1325
ACG Wealth
Georgia
$212K +$212K +2,411 New
51 52
53
54 55