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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 %
CAM
551
Cypress Asset Management
Texas
$3.98M -$342K -3,485 -8%
FAAS
552
First Allied Advisory Services
California
$3.96M -$220K -2,243 -5%
BFM
553
Boston Financial Management
Massachusetts
$3.95M -$10.5K -107 -0.3%
FTIOP
554
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.92M +$215K +2,193 +6%
GWM
555
Geneos Wealth Management
Colorado
$3.88M +$3.88M +38,879 New
ECM
556
Exchange Capital Management
Michigan
$3.87M -$14.4K -147 -0.4%
CBTWT
557
Community Bank & Trust (Waco, Texas)
Texas
$3.8M -$13K -132 -0.3%
ANI
558
American National Insurance
Texas
$3.71M -$43.2K -440 -1%
CC
559
ClearArc Capital
Ohio
$3.71M -$12.7K -129 -0.3%
W
560
Wealthfront
California
$3.69M +$1.82M +18,524 +97%
UR
561
USCA RIA
Texas
$3.64M -$56.2K -573 -2%
IIM
562
Intact Investment Management
Quebec, Canada
$3.64M – – –
MNA
563
Manning & Napier Advisors
New York
$3.63M – – –
B
564
BancorpSouth
Mississippi
$3.63M +$367K +3,743 +11%
LFR
565
Lehman Financial Resources
Pennsylvania
$3.62M -$181K -1,850 -5%
CL
566
Choreo LLC
Illinois
$3.62M +$231K +2,331 +7%
PS
567
Pensionfund Sabic
Netherlands
$3.62M – – –
VV
568
Verity & Verity
South Carolina
$3.62M -$178K -1,819 -5%
TP
569
Truvvo Partners
New York
$3.61M +$806K +8,200 +29%
EAM
570
Eagle Asset Management
Florida
$3.6M – – –
UF
571
Univest Financial
Pennsylvania
$3.59M +$979K +9,978 +38%
GIP
572
Granite Investment Partners
California
$3.58M -$172K -1,750 -5%
HH
573
Hilltop Holdings
Texas
$3.57M -$408K -4,162 -10%
NPF
574
Norris Perne & French
Michigan
$3.56M -$316K -3,222 -8%
SYBT
575
Stock Yards Bank & Trust
Kentucky
$3.55M -$69.1K -704 -2%
21 22
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