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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 %
IC
1351
Inverness Counsel
New York
$226K -$68.7K -700 -23%
KL
1352
Kinsight LLC
Alabama
$226K -$51.2K -523 -18%
AF
1353
Allworth Financial
California
$226K +$25.9K +264 +13%
WGCA
1354
Wolf Group Capital Advisors
Virginia
$224K +$224K +2,287 New
MVA
1355
Mount Vernon Associates
Maryland
$221K +$221K +2,250 New
RHFI
1356
Reilly Herbert Faulkner III
$221K +$221K +2,253 New
VCAM
1357
Van Cleef Asset Management
Ohio
$218K +$218K +2,218 New
CA
1358
Capital Advantage
California
$218K +$218K +2,225 New
HA
1359
Harfst & Associates
Wyoming
$217K +$21.1K +215 +11%
RMCM
1360
Reynders McVeigh Capital Management
Massachusetts
$217K +$217K +2,207 New
WCA
1361
Westover Capital Advisors
Delaware
$217K +$217K +2,211 New
CCM
1362
Cribstone Capital Management
Maine
$217K +$217K +2,215 New
GWM
1363
Greenwich Wealth Management
Connecticut
$216K -$167K -1,700 -44%
AEPG
1364
American Economic Planning Group
New Jersey
$216K +$216K +2,198 New
MC
1365
Matisse Capital
Oregon
$216K +$216K +2,200 New
GIM
1366
Greylin Investment Management
Virginia
$216K +$216K +2,200 New
AA
1367
Alesco Advisors
New York
$215K +$215K +2,190 New
IWA
1368
Inspirion Wealth Advisors
Illinois
$215K +$215K +2,192 New
FUBT
1369
First United Bank & Trust
Maryland
$215K +$215K +2,196 New
PG
1370
Patten Group
Tennessee
$215K – – –
MGIA
1371
Moneta Group Investment Advisors
Missouri
$212K +$212K +2,164 New
BII
1372
Bainco International Investors
Massachusetts
$211K +$211K +2,150 New
MKC
1373
M. Kraus & Co
Vermont
$211K +$211K +2,150 New
BEC
1374
Blue Edge Capital
Virginia
$210K +$210K +2,140 New
RIG
1375
Roosevelt Investment Group
New York
$209K -$2.08M -21,176 -91%
53 54
55
56 57