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 %
HFS
1176
Haverford Financial Services
Pennsylvania
$455K -$5.09K -50 -1%
HFM
1177
Hartford Financial Management
Connecticut
$451K – – –
FAG
1178
Financial Advisory Group
Texas
$450K +$713 +7 +0.2%
ACA
1179
Anchor Capital Advisors
Massachusetts
$448K – – –
SBWIC
1180
Schaper Benz & Wise Investment Counsel
Wisconsin
$445K -$61K -600 -12%
OC
1181
Oarsman Capital
Wisconsin
$444K -$25.4K -250 -5%
1832 Asset Management
1182
1832 Asset Management
Ontario, Canada
$443K -$14.7M -143,910 -97%
BFG
1183
Bouchey Financial Group
New York
$443K – – –
LK
1184
Lumbard & Kellner
New Hampshire
$437K – – –
RCAMU
1185
Rothschild & Co Asset Management US
Connecticut
$437K +$85.7K +843 +24%
EDRIA
1186
Edmonds Duncan Registered Investment Advisors
Kansas
$435K – – –
PAS
1187
Partnervest Advisory Services
California
$430K +$46.2K +454 +12%
OAM
1188
Occidental Asset Management
California
$429K +$11.6K +114 +3%
BC
1189
Burney Company
Virginia
$427K -$50.5K -497 -11%
PIM
1190
Provident Investment Management
Michigan
$422K +$20.3K +200 +5%
B
1191
Bailard
California
$419K +$25.8K +254 +7%
FMC
1192
First Merchants Corp
Indiana
$418K – – –
RDM
1193
Retirement Design & Management
Connecticut
$417K +$21.9K +215 +6%
QAM
1194
QCI Asset Management
New York
$416K -$79.4K -780 -16%
YIA
1195
YHB Investment Advisors
Connecticut
$412K +$30.5K +300 +8%
SWA
1196
SFMG Wealth Advisors
Texas
$410K – – –
SFM
1197
Signet Financial Management
New Jersey
$409K -$258K -2,534 -39%
CIC
1198
Chase Investment Counsel
Virginia
$409K -$11.2K -110 -3%
NPT
1199
Nixon Peabody Trust
Massachusetts
$407K -$6.51K -64 -2%
AWM
1200
Altavista Wealth Management
North Carolina
$403K -$71.5K -703 -15%
46 47
48
49 50