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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 %
PWAP
1026
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$711K – – –
BCM
1027
Bluefin Capital Management
New York
$710K -$409K -4,019 -37%
PCA
1028
Peddock Capital Advisors
Massachusetts
$710K – – –
BC
1029
Brinker Capital
Pennsylvania
$706K -$560K -5,454 -44%
BCM
1030
Breithorn Capital Management
New York
$705K – – –
CA
1031
Cortland Associates
Missouri
$703K -$3.15K -31 -0.4%
GCM
1032
Grisanti Capital Management
New York
$703K +$61K +600 +10%
FSA
1033
Franklin Street Advisors
North Carolina
$700K +$30.5K +300 +5%
DWT
1034
Dorsey & Whitney Trust
South Dakota
$700K +$101K +996 +17%
CS
1035
Credential Securities
$695K -$681K -6,697 -49%
WFG
1036
Wills Financial Group
Virginia
$693K +$1.22K +12 +0.2%
SWA
1037
Sutton Wealth Advisors
Florida
$692K -$18.7K -184 -3%
MBT
1038
Montecito Bank & Trust
California
$689K – – –
CF
1039
Corrigan Financial
Rhode Island
$688K -$74.3K -730 -10%
LOAMS
1040
Lombard Odier Asset Management (Switzerland)
Switzerland
$687K -$115K -1,127 -14%
WAM
1041
Weatherly Asset Management
California
$686K -$2.54K -25 -0.4%
HIM
1042
Hillsdale Investment Management
Ontario, Canada
$682K +$5.59K +55 +0.8%
CCMG
1043
Clark Capital Management Group
Pennsylvania
$679K +$177K +1,739 +35%
WG
1044
Welch Group
Alabama
$678K -$1.29M -12,636 -65%
BPCE
1045
Bank Pictet & Cie (Europe)
Germany
$676K – – –
WA
1046
Wealth Architects
California
$674K – – –
CBT
1047
Central Bank & Trust
Kentucky
$672K -$48.1K -473 -7%
HW
1048
Hedeker Wealth
Illinois
$671K -$648K -6,600 Closed
MHIC
1049
Marble Harbor Investment Counsel
Massachusetts
$670K – – –
RCA
1050
Rowland Carmichael Advisors
Arizona
$669K +$115K +1,127 +21%
40 41
42
43 44