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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 %
MI
976
Montage Investments
Kansas
$760K +$760K +7,749 New
IFAM
977
Institutional & Family Asset Management
Colorado
$758K – – –
PFS
978
Physicians Financial Services
North Carolina
$754K -$1.41M -4,999 -65%
DAM
979
Doheny Asset Management
California
$752K – – –
JAFL
980
Jay A. Fishman Ltd
Michigan
$748K – – –
DA
981
Dillon & Associates
Michigan
$747K -$130K -1,325 -15%
FG
982
Fiduciary Group
Georgia
$747K -$4.81K -49 -0.6%
PCC
983
Park Circle Company
Maryland
$736K – – –
CF
984
Corrigan Financial
Rhode Island
$736K +$275K +2,808 +60%
CAM
985
Columbia Asset Management
Michigan
$732K +$46.6K +475 +7%
PAM
986
Premier Asset Management
Illinois
$731K – – –
DY
987
Dowling & Yahnke
California
$723K -$2.55K -26 -0.4%
QCG
988
Quadrant Capital Group
Ohio
$720K -$9.39K -97 -1%
SCA
989
Stonebridge Capital Advisors
Minnesota
$717K +$12.4K +126 +2%
DHFB
990
Dixon Hubard Feinour & Brown
Virginia
$717K +$25.5K +260 +4%
ST
991
Sabal Trust
Florida
$711K -$392K -4,000 -36%
ACM
992
Armbruster Capital Management
New York
$710K -$34.3K -350 -5%
SSWM
993
Sheets Smith Wealth Management
North Carolina
$707K -$10.6K -108 -1%
AIM
994
Advantage Investment Management
Iowa
$704K +$34.7K +353 +5%
MWM
995
Modera Wealth Management
New Jersey
$704K +$704K +7,177 New
CG
996
Clinton Group
New York
$699K +$699K +7,121 New
EB
997
Eastern Bank
Massachusetts
$698K -$25K -255 -3%
RIM
998
Regent Investment Management
Kentucky
$697K -$70.4K -718 -9%
BIM
999
Barton Investment Management
Pennsylvania
$695K – – –
CBT
1000
Central Bank & Trust
Kentucky
$695K +$88.1K +898 +15%
38 39
40
41 42