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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 %
MCM
676
Maryland Capital Management
Maryland
$2.28M +$173K +1,765 +8%
GP
677
Girard Partners
Pennsylvania
$2.28M -$170K -1,731 -7%
SCM
678
Sterling Capital Management
North Carolina
$2.26M -$364K -3,705 -14%
ASN
679
Advisory Services Network
Georgia
$2.25M +$1.16M +11,784 +106%
SC
680
Scotia Capital
Ontario, Canada
$2.23M +$1.44M +14,629 +181%
PWM
681
Perigon Wealth Management
California
$2.23M – – –
UBWV
682
United Bank (West Virginia)
West Virginia
$2.21M -$3.66M -37,328 -62%
FCH
683
Freestone Capital Holdings
Washington
$2.21M -$852K -8,683 -28%
BHBT
684
Burke & Herbert Bank & Trust
Virginia
$2.2M +$101K +1,029 +5%
GCP
685
GSA Capital Partners
United Kingdom
$2.2M +$1.62M +16,538 +282%
SIM
686
Sterling Investment Management
Arizona
$2.19M -$1.04M -10,605 -32%
FIM
687
Fernwood Investment Management
Massachusetts
$2.18M -$329K -3,350 -13%
HR
688
Howe & Rusling
New York
$2.17M -$58.9K -600 -3%
FMBTD
689
First Midwest Bank Trust Division
Illinois
$2.17M +$161K +1,637 +8%
WJA
690
Williams Jones & Associates
New York
$2.15M +$726K +7,395 +51%
TGA
691
Trilogy Global Advisors
Florida
$2.13M – – –
SACTSONJ
692
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.12M – – –
UBV
693
United Bank (Virginia)
Virginia
$2.12M -$614K -6,256 -22%
VFA
694
Voya Financial Advisors
Connecticut
$2.12M +$55.2K +559 +3%
SB
695
Simmons Bank
Arkansas
$2.11M +$2.11M +21,477 New
CCM
696
Canal Capital Management
Virginia
$2.1M +$123K +1,251 +6%
PP
697
Palladium Partners
Virginia
$2.1M -$139K -1,415 -6%
BFS
698
Bradley Foster & Sargent
Connecticut
$2.09M -$20.1K -205 -1%
KCPG
699
Kavar Capital Partners Group
Kansas
$2.09M +$589 +6 +0%
FPCM
700
Financial Partners Capital Management
New York
$2.08M +$1.08K +11 +0.1%
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