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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
1
Capital Research Global Investors
California
$7.27B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.28B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.16B
4
Invesco
4
Invesco
Georgia
$1.13B
5
BFA
5
BlackRock Fund Advisors
California
$2.19B

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.49B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$251M
4
Northern Trust
4
Northern Trust
Illinois
$1.53B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMS
1426
Advocacy Wealth Management Services
Georgia
$22K +$22K +252 New
Nuveen Asset Management
1427
Nuveen Asset Management
Illinois
$19.2K -$13.7K -155,602 -42%
TIM
1428
Thornburg Investment Management
New Mexico
$19K – – –
CMBA
1429
C.M. Bidwell & Associates
Hawaii
$19K – – –
WAS
1430
Winch Advisory Services
Wisconsin
$19K +$259 +3 +1%
FPB
1431
First PREMIER Bank
South Dakota
$19K +$19K +215 New
AAC
1432
Asset Advisors Corp
Georgia
$18K +$18K +200 New
JFA
1433
JNBA Financial Advisors
Minnesota
$15K – – –
BL
1434
Balentine LLC
Georgia
$13K -$27.6K -318 -68%
CPIG
1435
Chicago Partners Investment Group
Illinois
$13K – – –
PCTC
1436
Perkins Coie Trust Company
Washington
$12K – – –
BCFS
1437
Butensky & Cohen Financial Security
Florida
$12K – – –
RWG
1438
Regal Wealth Group
California
$11K +$11K +120 New
WCM
1439
Wealthcare Capital Management
Virginia
$10K -$80.1K -929 -89%
TRCT
1440
Tower Research Capital (TRC)
New York
$9K -$126K -1,398 -93%
TFA
1441
Transamerica Financial Advisors
Florida
$9K -$6.66K -74 -43%
SHJ
1442
Sharkey, Howes & Javer
Colorado
$9K -$5.4K -60 -38%
FPTW
1443
Franklin, Parlapiano, Turner & Welch
Texas
$9K – – –
DA
1444
Dunvegan Associates
California
$9K – – –
FNBOO
1445
First National Bank of Omaha
Nebraska
$8.63K +$1.71K +19,450 +25%
HWP
1446
Hefty Wealth Partners
Indiana
$7K +$7K +84 New
MJRIC
1447
Mogy Joel R Investment Counsel
California
$4.71K -$42.3K -48,163 -90%
MSFP
1448
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
MFBTD
1449
MB Financial Bank - Trust Department
Illinois
$4K – – –
SC
1450
Saturna Capital
Washington
$4K +$4K +50 New
56 57
58
59 60