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Philip Morris
PM

Overview Fund Activity

1,396 hedge funds and large institutions have $87.3B invested in Philip Morris in 2015 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 526 increasing their positions, 541 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
-9
Holders Change %
-0.64%
% of All Funds
39.02%
Holding in Top 10
79
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.27%
% of All Funds
2.21%
New
65
Increased
526
Reduced
541
Closed
62
Calls
$635M
Puts
$409M
Net Calls
+$226M
Net Calls Change
+$134M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.5B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.72B
3
Capital International Investors
3
Capital International Investors
California
$1.05B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$454M
5
VAM
5
Vontobel Asset Management
New York
$820M

Top Sellers

1
Citigroup
1
Citigroup
New York
$27.6M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$6.07M
3
CS
3
Credit Suisse
Switzerland
$251M
4
JHIU
4
Janus Henderson Investors US
Colorado
$103M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
1376
Transamerica Financial Advisors
Florida
$14K – – –
JFA
1377
JNBA Financial Advisors
Minnesota
$13K – – –
SHJ
1378
Sharkey, Howes & Javer
Colorado
$13K +$4.88K +60 +60%
CPIG
1379
Chicago Partners Investment Group
Illinois
$12K – – –
SAC
1380
Smith Affiliated Capital
New York
$11.9K -$12K – –
BCFS
1381
Butensky & Cohen Financial Security
Florida
$11K +$3.02K +39 +38%
PCTC
1382
Perkins Coie Trust Company
Washington
$10K – – –
CF
1383
CenterStar Fund
Illinois
$8K -$136K – –
DA
1384
Dunvegan Associates
California
$8K – – –
FPTW
1385
Franklin, Parlapiano, Turner & Welch
Texas
$8K +$8K +100 New
OSAM
1386
O'Shaughnessy Asset Management
Connecticut
$7K -$8.43K -100 -55%
FNBOO
1387
First National Bank of Omaha
Nebraska
$6.25K +$1.45K +18,270 +30%
VIA
1388
Vident Investment Advisory
Georgia
$5K -$1.14M -15,289 -100%
IF
1389
Ironwood Financial
Arizona
$5K +$5K +62 New
MFBTD
1390
MB Financial Bank - Trust Department
Illinois
$4K – – –
MSFP
1391
Mark Sheptoff Financial Planning
Connecticut
$3K -$1.95K -26 -39%
LWA
1392
Lenox Wealth Advisors
New York
$3K – – –
CWM
1393
Catamount Wealth Management
Connecticut
$3K – – –
HCM
1394
Horrell Capital Management
Arkansas
$2K – – –
SGAM
1395
Smith Group Asset Management
Texas
$2K – – –
SAM
1396
Solaris Asset Management
New York
$2K +$2K +30 New
HF
1397
Hoxton Financial
West Virginia
$1K – – –
EMA
1398
Efficient Market Advisors
California
$1K +$1K +8 New
NMIS
1399
Northwestern Mutual Investment Services
Wisconsin
$1K +$1K +16 New
WG
1400
Winton Group
United Kingdom
– -$29.7M -370,328 Closed
54 55
56
57 58