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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 %
KTC
801
Kistler-Tiffany Companies
Pennsylvania
$1.1M +$281K +3,504 +35%
SOAMC
802
Spirit of America Management Corp
New York
$1.09M +$145K +1,810 +15%
RIL
803
Rothschild Investment LLC
Illinois
$1.09M -$36.9K -460 -3%
AGM
804
Alpine Global Management
New York
$1.07M -$79.3K -990 -7%
DG
805
Davidson & Garrard
Virginia
$1.07M – – –
WT
806
Washington Trust
Rhode Island
$1.06M -$8.09K -101 -0.8%
EAM
807
Evanson Asset Management
California
$1.06M +$18.4K +230 +2%
TBA
808
Train Babcock Advisors
New York
$1.06M – – –
BAS
809
Brown Advisory Securities
Maryland
$1.06M +$76.1K +951 +8%
EM
810
Excalibur Management
Massachusetts
$1.05M +$201K +2,511 +24%
CCM
811
Catawba Capital Management
Virginia
$1.05M +$72.9K +909 +7%
EWM
812
Endurance Wealth Management
Rhode Island
$1.05M – – –
BA
813
Birinyi Associates
Connecticut
$1.04M -$281K -3,500 -21%
NJBEST
814
New Jersey Better Educational Savings Trust
New Jersey
$1.04M -$561K -7,000 -35%
CRIG
815
Charter Research & Investment Group
Connecticut
$1.04M -$3.21K -40 -0.3%
EWA
816
EP Wealth Advisors
California
$1.04M -$87.9K -1,096 -8%
BFC
817
Blue Fin Capital
Rhode Island
$1.04M -$4.01K -50 -0.4%
SC
818
SouthState Corp
Florida
$1.03M +$4.33K +54 +0.4%
IMOV
819
Investment Management of Virginia
Virginia
$1.02M -$8.42K -105 -0.8%
ZIC
820
ZWJ Investment Counsel
Georgia
$1.02M +$8.02K +100 +0.8%
ECM
821
ETrade Capital Management
Virginia
$1.01M -$1.76M -22,013 -64%
WAM
822
Winslow Asset Management
Ohio
$1.01M – – –
ZF
823
Zhang Financial
Michigan
$1.01M – – –
BST
824
Bath Savings Trust
Maine
$1.01M -$42.7K -533 -4%
AHS
825
Aspiriant Holdings S3
California
$1.01M +$84.2K +1,050 +9%
31 32
33
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