PM icon

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 %
SWA
1176
SFMG Wealth Advisors
Texas
$395K – – –
VFA
1177
Virtus Fund Advisers
Connecticut
$389K – – –
SAM
1178
Summit Asset Management
Tennessee
$389K +$491 +5 +0.1%
PIM
1179
Provident Investment Management
Michigan
$388K – – –
SFS
1180
Summit Financial Strategies
Ohio
$388K – – –
SRC
1181
Shufro Rose & Co
New York
$387K +$387K +3,948 New
CIC
1182
Chilton Investment Company
Connecticut
$386K -$98.2K -1,000 -20%
SSG
1183
Summit Securities Group
New York
$383K -$285K -2,905 -43%
KA
1184
Kovack Advisors
Florida
$381K -$13.2K -134 -3%
NEPWA
1185
New England Private Wealth Advisors
Massachusetts
$381K -$10K -102 -3%
RDM
1186
Retirement Design & Management
Connecticut
$381K – – –
C
1187
CFO4Life
Texas
$381K +$155K +1,574 +68%
Royal London Asset Management
1188
Royal London Asset Management
United Kingdom
$381K +$374K +36,747,731 +5,547%
B
1189
Bailard
California
$379K +$379K +3,867 New
PCM
1190
Pointe Capital Management
Michigan
$377K -$31.9K -325 -8%
SCM
1191
Southport Capital Management
Tennessee
$377K -$29.2K -298 -7%
SI
1192
Scout Investments
Missouri
$377K +$79.1K +806 +27%
CG
1193
Colony Group
Massachusetts
$374K +$2.06K +21 +0.6%
CIM
1194
Cetera Investment Management
California
$373K – – –
DAS
1195
Dynamic Advisor Solutions
Arizona
$373K +$25.7K +262 +7%
FM
1196
Family Management
New York
$372K – – –
EFSCE
1197
Enterprise Financial Services Corp (EFSC)
Missouri
$371K -$6.48K -66 -2%
PHAM
1198
Palisades Hudson Asset Management
Florida
$371K – – –
PAS
1199
Partnervest Advisory Services
California
$370K +$54.2K +553 +17%
CA
1200
Cornerstone Advisory
Maryland
$369K -$19.6K -200 -5%
46 47
48
49 50