PM icon

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 %
MRCM
901
M&R Capital Management
New Jersey
$765K -$135K -1,678 -15%
FBFS
902
First Business Financial Services
Wisconsin
$756K – – –
NIT
903
NumerixS Investment Technologies
British Columbia, Canada
$754K +$754K +9,399 New
ALA
904
Atherton Lane Advisers
California
$744K – – –
TC
905
Trust Company
Kansas
$744K +$80.6K +1,005 +12%
SCM
906
Schnieders Capital Management
California
$742K -$4.01K -50 -0.5%
TC
907
Taylor Cottrill
New Hampshire
$742K – – –
IAS
908
INR Advisory Services
Pennsylvania
$740K – – –
PFSC
909
Peoples Financial Services Corp
Pennsylvania
$737K +$120K +1,500 +19%
NG
910
Northstar Group
New York
$732K +$1.04K +13 +0.1%
WTB
911
Washington Trust Bank
Washington
$728K +$64.2K +800 +10%
NCM
912
Northside Capital Management
Oregon
$722K – – –
GSBTD
913
Glenview State Bank Trust Department
Illinois
$721K +$24.1K +300 +3%
SC
914
Savant Capital
Illinois
$716K +$48.1K +600 +7%
DDC
915
Daniel Devine & Co
Florida
$714K – – –
CCM
916
Coldstream Capital Management
Washington
$711K +$175K +2,179 +33%
MIH
917
Madison Investment Holdings
Wisconsin
$708K -$32.9K -410 -4%
MCM
918
Mork Capital Management
California
$706K – – –
BPCE
919
Bank Pictet & Cie (Europe)
Germany
$705K +$149K +1,857 +27%
CIA
920
Choate Investment Advisors
Massachusetts
$704K -$38.9K -485 -5%
FMWA
921
Forvis Mazars Wealth Advisors
Missouri
$702K +$4.49K +56 +0.6%
NIMI
922
Natixis Investment Managers International
France
$701K +$50K +623 +8%
GF
923
Gerstein Fisher
New York
$697K +$2.89K +36 +0.4%
AA
924
Ancora Advisors
Ohio
$697K +$697K +8,694 New
TWA
925
TCI Wealth Advisors
Arizona
$694K +$8.9K +111 +1%
35 36
37
38 39