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Philip Morris
PM

Overview Fund Activity

1,543 hedge funds and large institutions have $101B invested in Philip Morris in 2016 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 583 increasing their positions, 566 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,543
Holders Change
+30
Holders Change %
+1.98%
% of All Funds
38.63%
Holding in Top 10
72
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-18.18%
% of All Funds
1.8%
New
156
Increased
583
Reduced
566
Closed
102
Calls
$702M
Puts
$1.01B
Net Calls
-$306M
Net Calls Change
-$109M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$837M
2
Ameriprise
Ameriprise
Minnesota
+$444M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$243M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$239M
5
Asset Management One
Asset Management One
Japan
+$229M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$750M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$671M
3
MC
Maverick Capital
Texas
-$658M
4
MTB
Mizuho Trust & Banking
Japan
-$251M
5
TAM
Troy Asset Management
United Kingdom
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
1051
Franklin Street Advisors
North Carolina
$619K -$10.6K -116 -2%
SWA
1052
Sutton Wealth Advisors
Florida
$618K +$1.83K +20 +0.3%
CA
1053
Callahan Advisors
Texas
$614K +$2.74K +30 +0.4%
MBT
1054
Montecito Bank & Trust
California
$611K -$54.8K -599 -8%
WG
1055
Welch Group
Alabama
$611K -$15.5K -169 -2%
MSR
1056
Main Street Research
Connecticut
$610K +$17.9K +196 +3%
PTC
1057
Philadelphia Trust Company
Pennsylvania
$604K +$52.6K +575 +10%
PFSC
1058
Peoples Financial Services Corp
Pennsylvania
$602K -$4.37K -43 -0.7%
MHIC
1059
Marble Harbor Investment Counsel
Massachusetts
$602K – – –
CCM
1060
Consolidated Capital Management
California
$601K +$601K +6,570 New
FAM
1061
Formidable Asset Management
Ohio
$599K – – –
AI
1062
Accredited Investors
Minnesota
$599K +$32.6K +356 +6%
CBT
1063
Central Bank & Trust
Kentucky
$596K -$1.01K -11 -0.2%
HW
1064
Hedeker Wealth
Illinois
$595K – – –
PFBT
1065
Parkside Financial Bank & Trust
Missouri
$595K +$53.4K +584 +10%
MLL
1066
Moody Lynn & Lieberson
Massachusetts
$591K +$6.04K +66 +1%
MCM
1067
Manchester Capital Management
Vermont
$590K – – –
AB
1068
Atlas Brown
Kentucky
$587K – – –
SAM
1069
Strategy Asset Managers
California
$586K -$2.19M -22,815 -79%
OWD
1070
Osborn Williams & Donohoe
Ohio
$584K -$13.4K -147 -2%
WIC
1071
Whitegate Investment Counselors
New Hampshire
$583K -$6.86K -75 -1%
PC
1072
Permit Capital
Pennsylvania
$583K +$61.3K +670 +12%
CNAM
1073
Campbell Newman Asset Management
Wisconsin
$581K – – –
ANRIA
1074
American National Registered Investment Advisor
Texas
$581K – – –
TBA
1075
Train Babcock Advisors
New York
$579K -$16.5K -180 -3%
41 42
43
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