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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 %
TIA
1101
Tandem Investment Advisors
South Carolina
$549K +$549K +6,000 New
GLI
1102
Guardian Life Insurance
New York
$544K +$12.3K +134 +2%
OFW
1103
Omnia Family Wealth
Florida
$541K +$541K +5,847 New
SMH
1104
Sanders Morris Harris
Texas
$540K – – –
NDSI
1105
Newman Dignan & Sheerar Inc
Rhode Island
$540K +$16.1K +176 +3%
MNBTD
1106
Moody National Bank Trust Division
Texas
$539K – – –
CCT
1107
Chemung Canal Trust
New York
$538K -$70K -766 -12%
HI
1108
Horizon Investments
North Carolina
$532K +$532K +5,815 New
NAM
1109
NTV Asset Management
West Virginia
$529K +$365 +4 +0.1%
CHC
1110
City Holding Co
West Virginia
$525K – – –
WCM
1111
Wallace Capital Management
Texas
$525K – – –
WPP
1112
Whalerock Point Partners
Rhode Island
$524K +$27.5K +300 +6%
SSW
1113
Smith Shellnut Wilson
Mississippi
$522K +$522K +5,702 New
BCM
1114
Becker Capital Management
Oregon
$519K -$5.03K -55 -1%
DWT
1115
Dorsey & Whitney Trust
South Dakota
$517K -$125K -1,372 -20%
WA
1116
Wealth Architects
California
$516K – – –
BMC
1117
Benin Management Corp
Connecticut
$515K +$3.39K +37 +0.7%
TCM
1118
Tanaka Capital Management
New York
$513K +$12.2K +133 +2%
MC
1119
Montag & Caldwell
Georgia
$512K -$101K -1,100 -16%
DHFB
1120
Dixon Hubard Feinour & Brown
Virginia
$512K -$1.92K -21 -0.4%
PAM
1121
Premier Asset Management
Illinois
$510K – – –
FHA
1122
Flagship Harbor Advisors
Massachusetts
$510K +$510K +5,419 New
AFS
1123
Access Financial Services
Minnesota
$510K +$510K +5,573 New
WA
1124
Winfield Associates
Ohio
$509K -$27.3K -299 -5%
KL
1125
KWMG LLC
Kansas
$505K -$471K -5,143 -48%
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