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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 %
FNBOH
1376
First National Bank of Hutchinson
Kansas
$209K +$209K +2,117 New
CAM
1377
Cidel Asset Management
Ontario, Canada
$208K -$46.5K -475 -18%
CW
1378
Cobiz Wealth
Colorado
$207K -$29.5K -300 -12%
SAMT
1379
Select Asset Management & Trust
Pennsylvania
$207K – – –
Nomura Holdings
1380
Nomura Holdings
Japan
$207K +$207K +2,104 New
BSWMG
1381
Barrington Strategic Wealth Management Group
Illinois
$207K +$207K +2,110 New
FWIA
1382
Fort Washington Investment Advisors
Ohio
$207K +$207K +2,113 New
WIC
1383
Woodmont Investment Counsel
Tennessee
$206K -$26.7K -272 -11%
AC
1384
Alexandria Capital
Virginia
$206K -$9.43K -96 -4%
ECM
1385
EagleClaw Capital Management
Massachusetts
$206K +$206K +2,100 New
PCMC
1386
Paragon Capital Management (Colorado)
Colorado
$203K +$203K +2,069 New
SGCA
1387
Steel Grove Capital Advisors
Tennessee
$201K +$201K +2,023 New
MFW
1388
Meristem Family Wealth
Minnesota
$201K +$201K +2,045 New
WC
1389
Whitnell & Co
Illinois
$196K – – –
CWM
1390
Cranbrook Wealth Management
Michigan
$195K +$294 +3 +0.2%
WRM
1391
Westport Resources Management
Connecticut
$194K – – –
RPG
1392
Risk Paradigm Group
Texas
$192K +$18.6K +190 +11%
MFW
1393
Mosaic Family Wealth
Missouri
$178K -$23.6K -241 -12%
AA
1394
AlphaMark Advisors
Kentucky
$177K – – –
LD
1395
Lipe & Dalton
New York
$169K – – –
CIS
1396
Connors Investor Services
Pennsylvania
$167K +$167K +1,699 New
MCM
1397
MV Capital Management
Maryland
$166K -$19.6K -200 -11%
CAW
1398
Cornerstone Advisors (Washington)
Washington
$166K +$122K +1,243 +277%
MA
1399
MCF Advisors
Kentucky
$162K -$70K -715 -30%
RBC
1400
Roble Belko & Company
Pennsylvania
$160K +$3.23K +33 +2%
54 55
56
57 58