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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 %
GVT
701
Genesee Valley Trust
New York
$2.07M -$31.7K -323 -2%
NPC
702
National Planning Corporation
California
$2.06M -$426K -4,244 -17%
MBT
703
Monroe Bank & Trust
Michigan
$2.05M -$63.9K -651 -3%
DPIM
704
Duff & Phelps Investment Management
Illinois
$2.03M -$478K -4,870 -19%
IPC
705
Independent Portfolio Consultants
Florida
$2.02M +$21.6K +220 +1%
HAIM
706
Hunter Associates Investment Management
Pennsylvania
$2M +$47.2K +481 +2%
ACP
707
Ashfield Capital Partners
California
$2M +$20.3K +207 +1%
FTC
708
Farmers Trust Company
Ohio
$1.99M -$981 -10 -0%
TCM
709
Texan Capital Management
Texas
$1.98M – – –
PI
710
PineBridge Investments
New York
$1.97M -$25.6M -260,855 -93%
Dodge & Cox
711
Dodge & Cox
California
$1.95M – – –
WI
712
Wedgewood Investors
Pennsylvania
$1.95M -$9.81K -100 -0.5%
BCA
713
Bernzott Capital Advisors
California
$1.92M -$471K -4,800 -20%
AW
714
ACG Wealth
Georgia
$1.91M +$1.67M +17,047 +707%
MDCM
715
Morgan Dempsey Capital Management
Wisconsin
$1.9M +$259K +2,638 +16%
WG
716
Welch Group
Alabama
$1.89M -$5.1K -52 -0.3%
FHA
717
First Horizon Advisors
Tennessee
$1.89M +$90.8K +922 +5%
CCA
718
Checchi Capital Advisers
California
$1.89M -$142K -1,447 -7%
CB
719
Chemical Bank
Michigan
$1.89M -$15.9K -162 -0.8%
TNB
720
Thomasville National Bank
Georgia
$1.89M +$517K +5,273 +38%
FIB
721
First Interstate Bank
Montana
$1.88M -$4.76M -48,484 -72%
FNBTCON
722
First National Bank & Trust Co of Newtown
Pennsylvania
$1.85M +$14.7K +150 +0.8%
ST
723
Spinnaker Trust
Maine
$1.84M -$4.51K -46 -0.2%
PNC
724
Park National Corp
Ohio
$1.83M -$351K -3,577 -16%
WSC
725
Wellington Shields & Co
New York
$1.83M +$9.81K +100 +0.5%
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