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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 %
CB
1001
Community Bank
New York
$692K – – –
BKA
1002
Brick & Kyle Associates
Pennsylvania
$687K -$70.8K -722 -9%
MCA
1003
Mercer Capital Advisers
New Jersey
$687K – – –
NIMI
1004
Natixis Investment Managers International
France
$687K +$30.6K +312 +5%
SWA
1005
Sutton Wealth Advisors
Florida
$685K +$685K +6,985 New
PWAP
1006
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$685K -$21.6K -220 -3%
PCA
1007
Peddock Capital Advisors
Massachusetts
$685K – – –
PP
1008
Paloma Partners
Connecticut
$682K +$2.75K +28 +0.4%
DAC
1009
Dividend Assets Capital
South Carolina
$682K +$19.6K +200 +3%
GSBTD
1010
Glenview State Bank Trust Department
Illinois
$681K – – –
CA
1011
Cortland Associates
Missouri
$681K +$1.18K +12 +0.2%
BCM
1012
Breithorn Capital Management
New York
$680K -$68.7K -700 -9%
JGIA
1013
Jackson Grant Investment Advisers
Connecticut
$675K +$13.5K +138 +2%
GC
1014
Gratus Capital
Georgia
$673K -$63.1K -643 -9%
WFG
1015
Wills Financial Group
Virginia
$667K -$18.3K -187 -3%
BJL
1016
Brighton Jones LLC
Washington
$666K +$27.2K +277 +4%
ESBC
1017
E.S. Barr & Co
Kentucky
$665K -$84.3K -859 -11%
MBT
1018
Montecito Bank & Trust
California
$665K – – –
Twin Tree Management
1019
Twin Tree Management
Texas
$665K +$665K +6,774 New
WAM
1020
Weatherly Asset Management
California
$664K -$9.8K -100 -1%
HIM
1021
Hillsdale Investment Management
Ontario, Canada
$652K -$4.9K -50 -0.7%
BPCE
1022
Bank Pictet & Cie (Europe)
Germany
$652K +$58.1K +593 +10%
MLL
1023
Moody Lynn & Lieberson
Massachusetts
$649K +$8.05K +82 +1%
HW
1024
Hedeker Wealth
Illinois
$648K -$403K -4,100 -38%
FSA
1025
Franklin Street Advisors
North Carolina
$646K -$18.2K -185 -3%
39 40
41
42 43