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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 %
AI
1076
Accredited Investors
Minnesota
$625K +$43.7K +459 +8%
VIM
1077
Veritas Investment Management
United Kingdom
$624K – – –
DOA
1078
D'Orazio & Associates
Virginia
$617K +$30.6K +301 +5%
SCA
1079
Snowden Capital Advisors
New York
$614K +$264K +2,595 +75%
FI
1080
FormulaFolio Investments
Michigan
$612K +$6K +59 +1%
SFM
1081
Signature Financial Management
Virginia
$612K +$267K +2,629 +77%
MWM
1082
Modera Wealth Management
New Jersey
$610K -$120K -1,176 -16%
FWP
1083
FAS Wealth Partners
Kansas
$610K -$53.3K -524 -8%
RC
1084
RBF Capital
California
$610K – – –
SIM
1085
Sonora Investment Management
Arizona
$610K +$8.54K +84 +1%
WOC
1086
West Oak Capital
California
$609K – – –
SBH
1087
Segall Bryant & Hamill
Illinois
$608K +$9.66K +95 +2%
PFSC
1088
Peoples Financial Services Corp
Pennsylvania
$602K -$328K -3,225 -35%
CHC
1089
City Holding Co
West Virginia
$601K +$35.3K +347 +6%
MNBTD
1090
Moody National Bank Trust Division
Texas
$599K +$1.52K +15 +0.3%
LC
1091
Lourd Capital
California
$598K +$51.4K +506 +9%
CC
1092
Cadinha & Co
Hawaii
$596K +$596K +5,861 New
BP
1093
Ballentine Partners
Massachusetts
$595K +$14.5K +142 +2%
RCWMU
1094
Rothschild & Co Wealth Management (UK)
United Kingdom
$593K – – –
GLI
1095
Guardian Life Insurance
New York
$591K +$8.04K +79 +1%
IH
1096
IFC Holdings
Florida
$591K +$11.3K +112 +2%
PFS
1097
Prospera Financial Services
Texas
$590K +$74.4K +732 +14%
BCM
1098
BTR Capital Management
California
$588K – – –
WA
1099
Winfield Associates
Ohio
$588K +$1.12K +11 +0.2%
PTC
1100
Philadelphia Trust Company
Pennsylvania
$586K +$30.5K +300 +5%
42 43
44
45 46