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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 %
IAA
526
Ironsides Asset Advisors
North Carolina
$4.48M +$131K +1,333 +3%
GIM
527
Grassi Investment Management
California
$4.47M +$49.9K +509 +1%
NCM
528
Narwhal Capital Management
Georgia
$4.46M – – –
GAM
529
Gotham Asset Management
New York
$4.45M -$21.7M -221,577 -83%
BTNA
530
Bremer Trust National Association
Minnesota
$4.34M +$61.9K +631 +1%
CCM
531
Covington Capital Management
California
$4.31M +$206K +2,099 +5%
NMIMC
532
Northwestern Mutual Investment Management Company
Wisconsin
$4.29M +$26.3K +268 +0.6%
CC
533
Cannell & Co
New York
$4.27M – – –
FP
534
Foundry Partners
Minnesota
$4.27M -$5.69M -57,944 -57%
TCM
535
Tufton Capital Management
Maryland
$4.26M -$12.8K -130 -0.3%
ONB
536
Old National Bancorp
Indiana
$4.25M +$94.6K +964 +2%
HH
537
HWG Holdings
Texas
$4.24M +$4.24M +43,224 New
HKIM
538
Hayek Kallen Investment Management
Alabama
$4.23M -$34K -347 -0.8%
ARMC
539
American Research & Management Company
Massachusetts
$4.2M -$15.7K -160 -0.4%
WSFS
540
Wilmington Savings Fund Society
Delaware
$4.2M -$130K -1,330 -3%
OIM
541
Opus Investment Management
Massachusetts
$4.17M -$981K -10,000 -19%
AUB
542
Atlantic Union Bankshares
Virginia
$4.13M +$10.6K +108 +0.3%
GA
543
Geneva Advisors
Illinois
$4.12M +$14.1K +144 +0.3%
BCM
544
Brookstone Capital Management
Illinois
$4.11M +$2.74M +27,911 +199%
GIA
545
Guyasuta Investment Advisors
Pennsylvania
$4.09M -$234K -2,382 -5%
CCM
546
Chickasaw Capital Management
Tennessee
$4.09M -$1.08M -10,966 -21%
UB
547
UMB Bank
Missouri
$4.05M -$189K -1,922 -4%
BIA
548
Biondo Investment Advisors
Pennsylvania
$4.04M +$63.8K +650 +2%
AWM
549
Arbor Wealth Management
Florida
$3.99M -$13.5K -133 -0.3%
WF
550
WealthTrust Fairport
Ohio
$3.98M -$75.1K -765 -2%
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