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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 %
WCM
626
Weik Capital Management
Pennsylvania
$2.28M +$42.1K +525 +2%
SWM
627
SVA Wealth Management
Wisconsin
$2.28M +$170K +2,119 +8%
FBNAT
628
FirstMerit Bank N.A. Trustee
Ohio
$2.27M -$7.22K -90 -0.3%
LW
629
Linscomb Wealth
Texas
$2.26M -$47.1K -587 -2%
HPBT
630
High Point Bank & Trust
North Carolina
$2.25M +$31.8K +396 +1%
P
631
Pitcairn
Pennsylvania
$2.24M -$1.52K -19 -0.1%
PAM
632
PartnerRe Asset Management
Connecticut
$2.24M -$384K -4,792 -15%
DPIM
633
Duff & Phelps Investment Management
Illinois
$2.23M – – –
PTC
634
Private Trust Company
Ohio
$2.23M +$32K +399 +1%
KCM
635
Kanawha Capital Management
Virginia
$2.23M -$19.5K -243 -0.9%
PNC
636
Park National Corp
Ohio
$2.21M -$38.3K -478 -2%
1832 Asset Management
637
1832 Asset Management
Ontario, Canada
$2.21M -$1.88M -23,454 -46%
ASC
638
Atalanta Sosnoff Capital
New York
$2.18M -$734K -9,160 -25%
BAM
639
Berkshire Asset Management
Pennsylvania
$2.17M +$66.5K +829 +3%
FBB
640
Fulton Breakefield Broenniman
Maryland
$2.17M +$55.1K +687 +3%
CA
641
Cullinan Associates
Kentucky
$2.16M – – –
UF
642
Univest Financial
Pennsylvania
$2.16M +$83.3K +1,039 +4%
WDA
643
Wendell David Associates
New Hampshire
$2.14M +$24K +300 +1%
PAM
644
Private Asset Management
California
$2.14M -$120K -1,493 -5%
SNT
645
Security National Trust
West Virginia
$2.11M -$8.02K -100 -0.4%
ST
646
Spot Trading
Illinois
$2.11M +$442K +5,513 +27%
TSWM
647
Triangle Securities Wealth Management
North Carolina
$2.1M -$4.01K -50 -0.2%
LNWWM
648
Laird Norton Wetherby Wealth Management
California
$2.08M +$72.1K +900 +4%
CCM
649
Condor Capital Management
New Jersey
$2.07M +$4.25K +53 +0.2%
WF
650
Welch & Forbes
Massachusetts
$2.06M -$88.2K -1,100 -4%
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