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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
1
Maverick Capital
Texas
$595M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.35B
3
Bank of America
3
Bank of America
North Carolina
$2.39B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.1B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$696M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$64.2M
2
Capital World Investors
2
Capital World Investors
California
$8.2B
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$629M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.11B
5
VAM
5
Vontobel Asset Management
New York
$795M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
1351
Jacobi Capital Management
Pennsylvania
$250K +$250K +2,440 New
IP
1352
Investment Partners
Ohio
$249K -$236K -2,317 -49%
FWM
1353
Focused Wealth Management
New York
$249K -$21.5K -212 -8%
IFB
1354
iAB Financial Bank
Indiana
$249K – – –
AC
1355
Addenda Capital
Quebec, Canada
$248K -$434K -5,497 -64%
CG
1356
Caprock Group
Idaho
$248K -$28.8K -283 -10%
CAM
1357
CG Asset Management
New York
$247K -$2.55K -25 -1%
KA
1358
Klingman & Associates
New York
$246K – – –
SCM
1359
Stonebridge Capital Management
California
$244K – – –
FRM
1360
Fox Run Management
Connecticut
$244K +$244K +2,400 New
DJSG
1361
D.J. St. Germain
Massachusetts
$243K -$10.2K -100 -4%
CICI
1362
Capital Investment Counsel Inc
North Carolina
$243K – – –
CCM
1363
Cribstone Capital Management
Maine
$241K +$16.1K +159 +7%
SFI
1364
SPC Financial Inc
Maryland
$240K – – –
SAMT
1365
Select Asset Management & Trust
Pennsylvania
$240K – – –
LC
1366
Lincoln Capital
Nebraska
$239K – – –
PAS
1367
Professional Advisory Services
Florida
$239K – – –
RWM
1368
Rench Wealth Management
Texas
$239K +$204 +2 +0.1%
WCF
1369
West Coast Financial
California
$239K +$239K +2,347 New
PA
1370
Planning Alternatives
Michigan
$236K – – –
PAG
1371
Pinnacle Advisory Group
Maryland
$235K -$3.55K -35 -1%
KL
1372
Kinsight LLC
Alabama
$235K – – –
IC
1373
Inverness Counsel
New York
$234K -$509 -5 -0.2%
AF
1374
Allworth Financial
California
$234K – – –
WIC
1375
Woodmont Investment Counsel
Tennessee
$233K +$19.5K +191 +9%
53 54
55
56 57