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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 %
GD
801
Grandfield & Dodd
New York
$1.44M +$149K +1,517 +12%
HC
802
HHG & Company
Connecticut
$1.43M -$28.4K -289 -2%
DSC
803
Duncker Streett & Co
Missouri
$1.43M -$11.7K -119 -0.8%
DAM
804
Delta Asset Management
Tennessee
$1.43M -$25.5K -260 -2%
CAI
805
Capital Advisors Inc
Oklahoma
$1.42M +$339K +3,459 +31%
WHRC
806
W.H. Reaves & Co
New Jersey
$1.42M – – –
PAMG
807
Patton Albertson Miller Group
Tennessee
$1.42M -$9.81K -100 -0.7%
EAM
808
Evanson Asset Management
California
$1.41M +$137K +1,392 +11%
MMG
809
Monetary Management Group
Missouri
$1.4M -$12.3K -125 -0.9%
Fisher Asset Management
810
Fisher Asset Management
Washington
$1.38M -$444K -4,438 -24%
TCM
811
Tradition Capital Management
New Jersey
$1.36M -$169K -1,725 -11%
EDRH
812
Edmond de Rothschild Holding
Switzerland
$1.35M +$142K +1,448 +12%
III
813
Independent Investors Inc
New York
$1.35M – – –
SLT
814
St Louis Trust
Missouri
$1.35M +$45.6K +465 +3%
MCWS
815
McKinley Carter Wealth Services
West Virginia
$1.34M +$196 +2 +0%
CCM
816
Coldstream Capital Management
Washington
$1.34M +$3.14K +32 +0.2%
VNA
817
Valley National Advisers
Pennsylvania
$1.34M +$124K +1,264 +10%
FFC
818
First Financial Corp
Indiana
$1.33M +$44.6K +455 +3%
CS
819
Credential Securities
$1.33M +$28.6K +291 +2%
BWP
820
Baldwin Wealth Partners
Massachusetts
$1.33M +$26K +265 +2%
CCA
821
Cobblestone Capital Advisors
New York
$1.33M +$2.45K +25 +0.2%
AIA
822
Allegis Investment Advisors
Idaho
$1.32M +$243K +2,477 +23%
WKWM
823
Walter & Keenan Wealth Management
Indiana
$1.32M +$29.4K +300 +2%
CAMG
824
CWA Asset Management Group
Florida
$1.31M +$9.32K +95 +0.7%
EM
825
Excalibur Management
Massachusetts
$1.3M -$9.81K -100 -0.7%
31 32
33
34 35