PM icon

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 %
TG
1101
TLP Group
Illinois
$585K +$585K +5,755 New
WCM
1102
Wallace Capital Management
Texas
$583K – – –
WEC
1103
Winslow Evans & Crocker
Massachusetts
$583K +$102 +1 +0%
JGIA
1104
Jackson Grant Investment Advisers
Connecticut
$582K -$117K -1,154 -17%
PFM
1105
Parsec Financial Management
North Carolina
$581K -$2.54K -25 -0.4%
FC
1106
Forte Capital
New York
$580K -$28K -275 -5%
AFWA
1107
Ancora Family Wealth Advisors
Ohio
$580K +$53.7K +528 +10%
PC
1108
Permit Capital
Pennsylvania
$580K +$79.4K +780 +16%
TC
1109
Toews Corporation
New Jersey
$580K +$580K +5,700 New
FFC
1110
First Financial Corp
Indiana
$579K -$798K -7,847 -58%
ACP
1111
Aviance Capital Partners
Florida
$574K -$50.6K -497 -8%
CAG
1112
Crestwood Advisors Group
Massachusetts
$570K +$5.18K +51 +0.9%
BCM
1113
Becker Capital Management
Oregon
$567K – – –
PFBT
1114
Parkside Financial Bank & Trust
Missouri
$565K -$45.3K -445 -7%
AIA
1115
Affinity Investment Advisors
California
$563K -$61.7K -607 -10%
SIM
1116
Sadoff Investment Management
Wisconsin
$559K – – –
TCM
1117
Tanaka Capital Management
New York
$557K – – –
GC
1118
Grimes & Company
Massachusetts
$550K -$17.3K -170 -3%
TPWA
1119
TRUE Private Wealth Advisors
Oregon
$549K -$41.6K -409 -7%
WPIC
1120
White Pine Investment Company
Michigan
$548K +$6.92K +68 +1%
TF
1121
Tompkins Financial
New York
$547K -$43.5K -428 -7%
GC
1122
Garde Capital
Washington
$547K -$3.66K -36 -0.7%
DAS
1123
Dynamic Advisor Solutions
Arizona
$547K +$161K +1,580 +42%
LA
1124
Lau Associates
Delaware
$546K – – –
SSA
1125
Schonfeld Strategic Advisors
New York
$543K +$543K +5,341 New
43 44
45
46 47