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Philip Morris
PM

Overview Fund Activity

1,509 hedge funds and large institutions have $107B invested in Philip Morris in 2016 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 547 increasing their positions, 615 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,509
Holders Change
+53
Holders Change %
+3.64%
% of All Funds
40.27%
Holding in Top 10
106
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+13.98%
% of All Funds
2.83%
New
121
Increased
547
Reduced
615
Closed
51
Calls
$550M
Puts
$445M
Net Calls
+$106M
Net Calls Change
+$96.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.39B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$256M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$203M
4
State Street
State Street
Massachusetts
+$179M
5
Goldman Sachs
Goldman Sachs
New York
+$133M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$508M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$191M
3
WRF
Waddell & Reed Financial
Kansas
-$179M
4
IFP
Independent Franchise Partners
United Kingdom
-$172M
5
BA
BlackRock Advisors
Delaware
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIC
501
Lodestar Investment Counsel
Illinois
$5.11M +$29.6K +302 +0.6%
PA
502
Profund Advisors
Maryland
$5.1M +$399K +4,071 +9%
FB
503
Fulton Bank
Pennsylvania
$5.06M +$55.5K +566 +1%
PRA
504
Parametric Risk Advisors
Connecticut
$5.05M -$1.72M -17,500 -25%
CIC
505
Carnegie Investment Counsel
Ohio
$5.04M +$164K +1,676 +3%
NB
506
NBT Bank
New York
$5.04M -$4.91K -50 -0.1%
GCMG
507
Gyroscope Capital Management Group
Florida
$5.01M -$363K -3,703 -7%
I
508
IberiaBank
Louisiana
$4.97M -$193K -1,969 -4%
EWM
509
Evercore Wealth Management
New York
$4.94M +$330K +3,365 +7%
FBT
510
First Bankers Trust
Kentucky
$4.91M -$40.7K -415 -0.8%
PMG
511
ProVise Management Group
Florida
$4.89M +$76K +775 +2%
RW
512
Rand Wealth
Maryland
$4.89M -$19.9K -203 -0.4%
VCM
513
Violich Capital Management
California
$4.87M -$248K -2,525 -5%
FNBT
514
FineMark National Bank & Trust
Florida
$4.83M +$135K +1,380 +3%
HIM
515
Hanlon Investment Management
New Jersey
$4.78M +$374K +3,809 +8%
CPA
516
Capital Planning Advisors
California
$4.75M +$43.7K +445 +0.9%
CBU
517
CIBC Bank USA
Illinois
$4.73M -$247K -2,516 -5%
AIA
518
Alerus Investment Advisors
Minnesota
$4.72M -$1.28M -12,999 -21%
JWBC
519
J.W. Burns & Co
New York
$4.7M -$55.6K -567 -1%
BFA
520
Benedict Financial Advisors
Georgia
$4.7M +$24.9K +254 +0.5%
LCOV
521
London Company of Virginia
Virginia
$4.67M -$14.2K -145 -0.3%
PSUF
522
People's United Financial
Connecticut
$4.65M -$7.95K -81 -0.2%
LH
523
Lebenthal Holdings
New York
$4.64M +$2.25M +22,886 +94%
VWM
524
Venturi Wealth Management
Texas
$4.58M +$1.28M +13,034 +39%
DAM
525
Deltec Asset Management
New York
$4.52M – – –
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