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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 %
OA
1276
Outfitter Advisors
Virginia
$292K – – –
NYLT
1277
New York Life Trust
New York
$291K +$93.6K +955 +47%
FCFC
1278
First Commonwealth Financial Corp
Pennsylvania
$287K – – –
TCOT
1279
Trust Company of Toledo
Ohio
$286K – – –
VWA
1280
V Wealth Advisors
Kansas
$286K +$286K +2,888 New
VWM
1281
Vector Wealth Management
Minnesota
$285K – – –
CCT
1282
Country Club Trust
Missouri
$285K +$9.81K +100 +4%
PCA
1283
Personal Capital Advisors
California
$285K +$11.2K +114 +4%
LA
1284
Lucus Advisors
New York
$284K -$267K -2,713 -48%
SFG
1285
StrategIQ Financial Group
Indiana
$284K +$57.5K +579 +25%
TIM
1286
Thompson Investment Management
Wisconsin
$282K – – –
MCM
1287
McRae Capital Management
New Jersey
$282K +$25.6K +261 +10%
AMIM
1288
Aull & Monroe Investment Management
Alabama
$281K -$177K -1,800 -39%
KFA
1289
Kelleher Financial Advisors
New York
$281K +$281K +2,866 New
CAAS
1290
Capital Asset Advisory Services
Michigan
$277K -$4.9K -50 -2%
MHIM
1291
MacNealy Hoover Investment Management
Ohio
$275K -$54K -550 -16%
PFC
1292
Phocas Financial Corp
California
$275K – – –
TFCP
1293
Twin Focus Capital Partners
Massachusetts
$274K -$27.4K -280 -9%
SIM
1294
SSI Investment Management
California
$272K +$98 +1 +0%
UAS
1295
United Asset Strategies
New York
$271K -$5.69K -58 -2%
RCP
1296
Rothschild Capital Partners
New York
$270K +$270K +2,750 New
WA
1297
Wheatland Advisors
Pennsylvania
$269K +$295 +3 +0.1%
JWA
1298
JFS Wealth Advisors
Pennsylvania
$267K -$4.22K -43 -2%
CG
1299
Caprock Group
Idaho
$267K +$267K +2,724 New
LJAC
1300
L.J. Altfest & Co
New York
$266K -$24.4K -248 -8%
50 51
52
53 54