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Philip Morris
PM

Overview Fund Activity

1,530 hedge funds and large institutions have $113B invested in Philip Morris in 2016 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 545 increasing their positions, 641 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,530
Holders Change
+21
Holders Change %
+1.39%
% of All Funds
40.89%
Holding in Top 10
112
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.66%
% of All Funds
2.99%
New
82
Increased
545
Reduced
641
Closed
47
Calls
$537M
Puts
$667M
Net Calls
-$130M
Net Calls Change
-$236M

Top Buyers

1
MC
Maverick Capital
Texas
+$595M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$410M
3
Bank of America
Bank of America
North Carolina
+$407M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$254M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$195M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$3.74B
2
Capital World Investors
Capital World Investors
California
-$618M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$204M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$187M
5
VAM
Vontobel Asset Management
New York
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
GP
1001
Geneva Partners
Wisconsin
$782K +$782K +6,655 New
DAM
1002
Doheny Asset Management
California
$780K – – –
SSWM
1003
Smith Salley Wealth Management
North Carolina
$777K -$12.8K -126 -2%
QCG
1004
Quadrant Capital Group
Ohio
$777K +$28K +278 +4%
HCA
1005
Harbour Capital Advisors
Virginia
$776K -$36.6K -360 -5%
AT
1006
Argent Trust
Texas
$764K -$49.8K -490 -6%
PCC
1007
Park Circle Company
Maryland
$763K – – –
PAM
1008
Premier Asset Management
Illinois
$758K – – –
FMT
1009
First Mercantile Trust
Tennessee
$753K +$307K +3,020 +69%
AIM
1010
Advantage Investment Management
Iowa
$752K +$22.8K +224 +3%
EHC
1011
Everett Harris & Co
California
$750K -$2.74M -26,920 -79%
ACM
1012
Argentus Capital Management
Texas
$745K -$777K -7,644 -51%
NI
1013
Numeric Investors
Massachusetts
$743K +$142K +1,400 +24%
EB
1014
Eastern Bank
Massachusetts
$742K +$18.3K +180 +3%
EDRS
1015
Edmond de Rothschild (Suisse)
Switzerland
$741K -$89.6K -880 -11%
CCT
1016
Chemung Canal Trust
New York
$739K -$99.1K -974 -12%
SSWM
1017
Sheets Smith Wealth Management
North Carolina
$735K +$1.93K +19 +0.3%
DY
1018
Dowling & Yahnke
California
$732K -$17.2K -169 -2%
ACM
1019
Armbruster Capital Management
New York
$723K -$12.7K -125 -2%
RIM
1020
Regent Investment Management
Kentucky
$723K – – –
SCA
1021
Stonebridge Capital Advisors
Minnesota
$721K -$22.4K -220 -3%
BIM
1022
Barton Investment Management
Pennsylvania
$720K – – –
CB
1023
Community Bank
New York
$717K – – –
MCA
1024
Mercer Capital Advisers
New Jersey
$712K – – –
BKA
1025
Brick & Kyle Associates
Pennsylvania
$712K – – –
39 40
41
42 43