PM icon

Philip Morris
PM

Overview Fund Activity

1,405 hedge funds and large institutions have $86.1B invested in Philip Morris in 2015 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 508 increasing their positions, 584 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,405
Holders Change
+7
Holders Change %
+0.5%
% of All Funds
37.89%
Holding in Top 10
71
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+22.41%
% of All Funds
1.91%
New
85
Increased
508
Reduced
584
Closed
64
Calls
$485M
Puts
$394M
Net Calls
+$91.8M
Net Calls Change
+$192M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$563M
2
Ameriprise
Ameriprise
Minnesota
+$276M
3
AL
AJO LP
Pennsylvania
+$186M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$127M
5
Capital World Investors
Capital World Investors
California
+$116M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$337M
2
State Street
State Street
Massachusetts
-$246M
3
AAM
Aberdeen Asset Management
United Kingdom
-$194M
4
Two Sigma Investments
Two Sigma Investments
New York
-$161M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBV
576
United Bank (Virginia)
Virginia
$2.88M -$136K -1,692 -4%
OSNBOA
577
Old Second National Bank of Aurora
Illinois
$2.87M -$111K -1,389 -4%
MCM
578
Mengis Capital Management
Oregon
$2.86M -$23.7K -296 -0.8%
HAI
579
Hennessy Advisors Inc
California
$2.83M – – –
VFP
580
Verus Financial Partners
Virginia
$2.82M -$27.4K -342 -1%
HA
581
Halsey Associates
Connecticut
$2.81M -$787K -9,820 -22%
KT
582
Kanaly Trust
Texas
$2.81M +$404K +5,044 +17%
RIA
583
Regal Investment Advisors
Michigan
$2.8M +$178K +2,224 +7%
GIP
584
Granite Investment Partners
California
$2.8M -$136K -1,700 -5%
Lazard Asset Management
585
Lazard Asset Management
New York
$2.79M +$2.03M +25,339 +267%
CWA
586
Cypress Wealth Advisors
California
$2.79M +$2.79M +34,792 New
TCOV
587
Trust Company of Vermont
Vermont
$2.77M -$9.94K -124 -0.4%
Daiwa Securities Group
588
Daiwa Securities Group
Japan
$2.76M -$152K -1,900 -5%
EHC
589
Everett Harris & Co
California
$2.76M +$6.9K +86 +0.3%
MM
590
Midas Management
New York
$2.73M – – –
BONST
591
Bank of Nova Scotia Trust
Ontario, Canada
$2.72M -$737K -9,078 -21%
CIM
592
Corda Investment Management
Texas
$2.71M -$8.42K -105 -0.3%
AUB
593
Atlantic Union Bankshares
Virginia
$2.71M +$12.3K +154 +0.5%
RC
594
RegentAtlantic Capital
New Jersey
$2.69M -$2K -25 -0.1%
CI
595
Constellation Investments
Ohio
$2.67M +$40.1K +500 +2%
PJSIMP
596
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.66M -$422K -5,269 -14%
HB
597
Homrich & Berg
Georgia
$2.59M -$556K -6,932 -18%
CL
598
Choreo LLC
Illinois
$2.59M +$957K +11,786 +59%
MYLI
599
Meiji Yasuda Life Insurance
Japan
$2.59M -$24K -300 -0.9%
CC
600
Cannell & Co
New York
$2.58M -$20K -250 -0.8%
22 23
24
25 26