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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 %
ACS
651
Archford Capital Strategies
Illinois
$2.54M +$72.5K +739 +3%
CSS
652
Cubist Systematic Strategies
Connecticut
$2.54M +$2.54M +25,866 New
CCM
653
Condor Capital Management
New Jersey
$2.53M – – –
WF
654
Welch & Forbes
Massachusetts
$2.52M – – –
WCM
655
Weik Capital Management
Pennsylvania
$2.51M -$160K -1,635 -6%
AIS
656
Accurate Investment Solutions
Pennsylvania
$2.48M +$2.43M +24,761 +4,962%
HAI
657
Hennessy Advisors Inc
California
$2.47M -$912K -9,300 -27%
IR
658
IAT Reinsurance
New York
$2.45M – – –
TSWM
659
Triangle Securities Wealth Management
North Carolina
$2.45M -$32.1K -327 -1%
WI
660
WrapManager Inc
California
$2.44M +$181K +1,846 +8%
GIBU
661
Gulf International Bank (UK)
United Kingdom
$2.44M +$41.2K +420 +2%
SNT
662
Security National Trust
West Virginia
$2.43M -$64.8K -661 -3%
CK
663
Cohen Klingenstein
New York
$2.43M – – –
HB
664
Homrich & Berg
Georgia
$2.39M -$194K -1,978 -8%
CAM
665
Capstone Asset Management
Texas
$2.37M +$60.8K +620 +3%
WDA
666
Wendell David Associates
New Hampshire
$2.36M -$164K -1,675 -7%
PCM
667
Prelude Capital Management
New York
$2.35M -$457K -4,661 -16%
TTWM
668
TCV Trust & Wealth Management
Virginia
$2.34M -$35.3K -360 -1%
AP
669
Advisor Partners
California
$2.34M +$115K +1,168 +5%
1IA
670
1834 Investment Advisors
Wisconsin
$2.34M -$4.95M -50,459 -68%
SPC
671
Sigma Planning Corp
Michigan
$2.34M +$118K +1,200 +5%
CCMW
672
Cypress Capital Management (Wyoming)
Wyoming
$2.33M – – –
LSCM
673
LaSalle Street Capital Management
Illinois
$2.33M – – –
IAMOG
674
Investors Asset Management of Georgia
Georgia
$2.32M -$19.6K -200 -0.8%
BCP
675
Blue Chip Partners
Michigan
$2.29M +$261K +2,662 +13%
25 26
27
28 29