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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 %
AB
1076
Atlas Brown
Kentucky
$548K +$17.8K +181 +3%
S
1077
SignatureFD
Georgia
$547K +$106K +1,080 +24%
CHC
1078
City Holding Co
West Virginia
$546K – – –
BCM
1079
Becker Capital Management
Oregon
$546K – – –
CAG
1080
Crestwood Advisors Group
Massachusetts
$545K -$28.3K -289 -5%
WPP
1081
Whalerock Point Partners
Rhode Island
$543K -$17.5K -178 -3%
BSW
1082
Buckingham Strategic Wealth
Missouri
$542K -$54.1K -551 -9%
SIM
1083
Sadoff Investment Management
Wisconsin
$540K – – –
SMH
1084
Sanders Morris Harris
Texas
$538K +$538K +5,481 New
MSR
1085
Main Street Research
Connecticut
$537K -$69.6K -710 -11%
TCM
1086
Tanaka Capital Management
New York
$537K – – –
PTC
1087
Philadelphia Trust Company
Pennsylvania
$536K +$39.2K +400 +8%
RCA
1088
Rowland Carmichael Advisors
Arizona
$535K +$535K +5,448 New
GC
1089
Garde Capital
Washington
$531K -$2.55K -26 -0.5%
FP
1090
FDO Partners
Massachusetts
$531K +$531K +5,416 New
PIM
1091
Parasol Investment Management
Illinois
$530K -$32K -326 -6%
LC
1092
Lourd Capital
California
$528K +$58.7K +598 +13%
BCM
1093
Birmingham Capital Management
Alabama
$527K -$22.1K -225 -4%
LA
1094
Lau Associates
Delaware
$526K – – –
WPIC
1095
White Pine Investment Company
Michigan
$522K – – –
HP
1096
Hikari Power
Japan
$520K – – –
CNBT
1097
Canandaigua National Bank & Trust
New York
$520K +$4.51K +46 +0.9%
CC
1098
Courier Capital
New York
$520K +$44.4K +453 +9%
FMII
1099
Farmers & Merchants Investments Inc
Nebraska
$509K +$214K +2,186 +73%
WAM
1100
Wolverine Asset Management
Illinois
$508K -$970K -9,900 -66%
42 43
44
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