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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 %
BOTW
576
Bank of the West
California
$3.54M +$154K +1,574 +5%
LIA
577
LS Investment Advisors
Michigan
$3.48M +$126K +1,289 +4%
OSNBOA
578
Old Second National Bank of Aurora
Illinois
$3.42M +$9.62K +98 +0.3%
CI
579
Constellation Investments
Ohio
$3.41M +$78.5K +800 +2%
VFP
580
Verus Financial Partners
Virginia
$3.41M -$111K -1,131 -3%
HSA
581
HBK Sorce Advisory
Pennsylvania
$3.38M +$256K +2,605 +8%
TCOV
582
Trust Company of Vermont
Vermont
$3.37M -$25.2K -257 -0.7%
EHC
583
Everett Harris & Co
California
$3.36M – – –
MSV
584
MN Services Vermogensbeheer
Netherlands
$3.34M +$3.34M +38,833 New
MM
585
Midas Management
New York
$3.34M – – –
MCM
586
Mengis Capital Management
Oregon
$3.29M -$136K -1,383 -4%
Toronto Dominion Bank
587
Toronto Dominion Bank
Ontario, Canada
$3.28M -$3.55M -36,270 -52%
AWA
588
Arete Wealth Advisors
Illinois
$3.27M +$3.27M +33,360 New
TNBTD
589
Trustmark National Bank Trust Department
Mississippi
$3.27M +$1.24M +12,651 +61%
PJSIMP
590
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.25M -$3.04K -31 -0.1%
CP
591
Cumberland Partners
Ontario, Canada
$3.24M +$160K +1,630 +5%
PAM
592
Paradigm Asset Management
New York
$3.23M -$265K -2,700 -8%
CWA
593
Cypress Wealth Advisors
California
$3.21M -$222K -2,265 -6%
VKH
594
Virtu KCG Holdings
New York
$3.21M +$1.75M +17,832 +120%
CIM
595
Corda Investment Management
Texas
$3.2M -$260K -2,647 -7%
SWM
596
SVA Wealth Management
Wisconsin
$3.18M +$108K +1,101 +4%
SMC
597
Smith, Moore & Co
Missouri
$3.17M +$24.8K +253 +0.8%
FNT
598
First National Trust
Pennsylvania
$3.16M -$323K -3,292 -9%
EFS
599
Essex Financial Services
Connecticut
$3.15M -$11.6K -118 -0.4%
HA
600
Halsey Associates
Connecticut
$3.14M -$12.4K -126 -0.4%
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