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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 %
WC
1201
Whitney & Co
New York
$369K – – –
HA
1202
Hamel Associates
New Jersey
$369K +$81.9K +835 +29%
YIA
1203
YHB Investment Advisors
Connecticut
$368K -$60.6K -617 -14%
LI
1204
Lafayette Investments
Maryland
$367K – – –
GHA
1205
GW Henssler & Associates
Georgia
$365K +$88.7K +903 +32%
SM
1206
Sciencast Management
New Jersey
$363K +$108K +1,100 +42%
WCM
1207
Weatherstone Capital Management
Colorado
$361K -$8.92K -91 -2%
PFA
1208
Pure Financial Advisors
California
$360K +$8.68K +87 +2%
HI
1209
Hudock Inc
Pennsylvania
$357K +$1.37K +14 +0.4%
BHTS
1210
Bar Harbor Trust Services
Maine
$354K – – –
ACM
1211
Argyle Capital Management
Pennsylvania
$353K – – –
IIC
1212
Integrated Investment Consultants
Michigan
$353K – – –
WG
1213
Winton Group
United Kingdom
$353K +$353K +3,602 New
CHAM
1214
Clear Harbor Asset Management
Connecticut
$352K – – –
DDC
1215
DF Dent & Co
Maryland
$344K -$4.22K -43 -1%
PGA
1216
Portland Global Advisors
Maine
$344K – – –
ABTD
1217
Arvest Bank Trust Division
Oklahoma
$343K -$70.1K -716 -17%
AHC
1218
Adell Harriman & Carpenter
Texas
$342K +$57.7K +588 +20%
RCAMU
1219
Rothschild & Co Asset Management US
Connecticut
$339K +$47.4K +483 +16%
AAS
1220
Annex Advisory Services
Wisconsin
$338K -$121K -1,236 -26%
FHB
1221
First Hawaiian Bank
Hawaii
$338K -$82K -837 -20%
RB
1222
Rodgers Brothers
Pennsylvania
$338K – – –
SAM
1223
Strategy Asset Managers
California
$338K +$102K +1,045 +43%
SCA
1224
Snowden Capital Advisors
New York
$338K +$338K +3,444 New
Fiera Capital (Canada)
1225
Fiera Capital (Canada)
Quebec, Canada
$337K -$137K -1,395 -29%
47 48
49
50 51