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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 %
AFWA
1101
Ancora Family Wealth Advisors
Ohio
$508K +$196 +2 +0%
ACI
1102
Alpha Cubed Investments
California
$508K +$117K +1,196 +30%
TBNY
1103
Trustco Bank (New York)
New York
$506K -$4.91K -50 -1%
HI
1104
Hendershot Investments
Virginia
$505K -$260K -2,645 -34%
ACM
1105
Americafirst Capital Management
California
$505K +$505K +5,145 New
NDSI
1106
Newman Dignan & Sheerar Inc
Rhode Island
$501K -$4.54M -46,250 -90%
CM
1107
Capital Management
Virginia
$499K – – –
PFS
1108
Prospera Financial Services
Texas
$498K -$144K -1,464 -22%
JC
1109
Jacobs & Co
California
$497K -$9.8K -100 -2%
MIC
1110
MU Investments Company
Japan
$496K – – –
KC
1111
Kingfisher Capital
North Carolina
$495K +$4.02K +41 +0.8%
BMC
1112
Benin Management Corp
Connecticut
$494K +$9.81K +100 +2%
RWA
1113
Ropes Wealth Advisors
Massachusetts
$493K +$686 +7 +0.1%
LIA
1114
LBMC Investment Advisors
Tennessee
$492K +$4.61K +47 +0.9%
AAIM
1115
American Assets Investment Management
California
$491K – – –
N
1116
Natixis
France
$491K – – –
SAM
1117
Shikiar Asset Management
New York
$491K +$491K +5,000 New
CC
1118
Cipher Capital
New York
$489K +$489K +4,986 New
NFG
1119
Nadler Financial Group
Illinois
$488K -$5.98K -61 -1%
SBWIC
1120
Schaper Benz & Wise Investment Counsel
Wisconsin
$488K – – –
TT
1121
Tiedemann Trust
Delaware
$485K – – –
CCMG
1122
Clark Capital Management Group
Pennsylvania
$484K -$1.57K -16 -0.3%
PC
1123
Permit Capital
Pennsylvania
$483K – – –
TWM
1124
Torch Wealth Management
Ohio
$483K – – –
WHG
1125
Westwood Holdings Group
Texas
$482K +$36.8K +375 +8%
43 44
45
46 47