PM icon

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 %
KT
601
Kanaly Trust
Texas
$3.12M +$46.9K +478 +2%
ISL
602
Ingalls & Snyder LLC
New York
$3.1M -$212K -2,161 -6%
HK
603
Horizon Kinetics
New York
$3.1M -$77.9K -794 -2%
LNWWM
604
Laird Norton Wetherby Wealth Management
California
$3.09M +$135K +1,371 +5%
AIP
605
Ameritas Investment Partners
Nebraska
$3.09M +$27.3K +278 +0.9%
SWITC
606
Stewart West Indies Trading Company
Colorado
$3.09M – – –
SC
607
Searle & Co
Connecticut
$3.07M +$23.3K +234 +0.8%
SIC
608
Salem Investment Counselors
North Carolina
$3.06M -$1.45M -14,759 -32%
CWP
609
Capital Wealth Planning
Florida
$3.06M -$630K -6,420 -17%
CBN
610
Cadence Bank NA
Texas
$3.04M -$25.7K -262 -0.8%
LA
611
LVW Advisors
New York
$3.04M +$38K +387 +1%
BC
612
Bartlett & Co
Ohio
$3.04M +$58.9K +600 +2%
LIM
613
Leavell Investment Management
Alabama
$3.03M -$34.1K -348 -1%
HCP
614
Holt Capital Partners
Texas
$3.03M +$39.2K +400 +1%
BT
615
Brandywine Trust
Delaware
$3.02M – – –
HCMNY
616
Howard Capital Management (New York)
New York
$3.02M – – –
FLPIM
617
F.L. Putnam Investment Management
Massachusetts
$3M +$2.51M +25,622 +522%
RC
618
RegentAtlantic Capital
New Jersey
$2.99M -$88.3K -900 -3%
WP
619
WMS Partners
Maryland
$2.98M +$386K +3,933 +15%
KIA
620
KCM Investment Advisors
California
$2.97M +$693K +7,062 +30%
MPWT
621
MassMutual Private Wealth & Trust
Connecticut
$2.96M +$147K +1,501 +5%
CIM
622
CenturyLink Investment Management
Colorado
$2.95M -$852K -8,685 -22%
BAM
623
Berkshire Asset Management
Pennsylvania
$2.95M +$418K +4,257 +17%
CFA
624
Carroll Financial Associates
North Carolina
$2.9M -$16.9K -172 -0.6%
TC
625
Telemus Capital
Michigan
$2.9M +$2.45M +24,953 +544%
23 24
25
26 27