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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 %
KL
826
KWMG LLC
Kansas
$1.3M +$69.5K +709 +6%
BAS
827
Brown Advisory Securities
Maryland
$1.29M -$14.9K -152 -1%
AL
828
Aspiriant LLC
California
$1.29M +$1.29M +13,121 New
First Eagle Investment Management
829
First Eagle Investment Management
New York
$1.28M -$78.5K -800 -6%
RIL
830
Rothschild Investment LLC
Illinois
$1.28M -$55.1K -562 -4%
DLA
831
Douglas Lane & Associates
New York
$1.28M +$1.28M +12,992 New
WAM
832
Winslow Asset Management
Ohio
$1.27M +$26.5K +270 +2%
CRIG
833
Charter Research & Investment Group
Connecticut
$1.27M -$4.42K -45 -0.3%
AFP
834
Ausdal Financial Partners
Iowa
$1.26M +$98 +1 +0%
SAM
835
SignalPoint Asset Management
Missouri
$1.26M +$10.3K +105 +0.8%
ZIC
836
ZWJ Investment Counsel
Georgia
$1.26M +$12.2K +124 +1%
CCFCSB
837
Cape Cod Five Cents Savings Bank
Massachusetts
$1.26M +$42.7K +435 +4%
CCM
838
Catawba Capital Management
Virginia
$1.25M +$27.5K +280 +2%
Geode Capital Management
839
Geode Capital Management
Massachusetts
$1.24M +$28.3K +288,621 +2%
Fuller & Thaler Asset Management
840
Fuller & Thaler Asset Management
California
$1.24M -$432K -4,400 -26%
BVDMP
841
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.24M -$412K -4,200 -25%
FCCM
842
First City Capital Management
Georgia
$1.23M +$32.6K +332 +3%
IMOV
843
Investment Management of Virginia
Virginia
$1.23M -$9.81K -100 -0.8%
CAM
844
Carret Asset Management
New York
$1.23M -$83.4K -850 -6%
STMM
845
South Texas Money Management
Texas
$1.22M +$169K +1,725 +16%
BC
846
Brinker Capital
Pennsylvania
$1.22M +$353K +3,562 +41%
AI
847
Atria Investments
North Carolina
$1.22M +$417K +4,252 +52%
MWAC
848
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.22M -$24.5K -250 -2%
WT
849
Washington Trust
Rhode Island
$1.21M -$51K -520 -4%
EWA
850
EP Wealth Advisors
California
$1.2M -$83.2K -848 -6%
32 33
34
35 36