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

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$64.2M
2
Capital World Investors
Capital World Investors
California
$8.2B
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$629M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$2.11B
5
VAM
Vontobel Asset Management
New York
$795M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
1476
Nelson Capital Management
California
$61K – – –
RFWA
1477
RPg Family Wealth Advisory
Massachusetts
$60.4K +$30.3K +298 +101%
BWA
1478
Burt Wealth Advisors
Maryland
$58K -$707 -7 -1%
TIM
1479
Tortoise Investment Management
New York
$58K – – –
TCM
1480
TD Capital Management
Tennessee
$58K – – –
PVH
1481
Psagot Value Holdings
Israel
$58K +$22.7K +225 +64%
BL
1482
Balentine LLC
Georgia
$58K +$42.8K +422 +281%
SBL
1483
Sargent Bickham Lagudis
Colorado
$55K +$15.1K +150 +38%
CFS
1484
Commonwealth Financial Services
West Virginia
$51K +$20.6K +204 +68%
JIR
1485
James Investment Research
Ohio
$49K -$1.64K -16 -3%
TJHA
1486
Thomas J. Herzfeld Advisors
Florida
$49K +$10.7K +105 +28%
RFS
1487
Rockefeller Financial Services
New York
$47K – – –
MIM
1488
Macroview Investment Management
Maryland
$46K – – –
AWM
1489
Avior Wealth Management
Nebraska
$45K -$20.3K -198 -31%
OFS
1490
Orrstown Financial Services
Pennsylvania
$45K – – –
SIG
1491
Stanford Investment Group
California
$45K +$203 +2 +0.5%
CFN
1492
Cordasco Financial Network
Florida
$42K -$30.7K -300 -42%
SAM
1493
Shamrock Asset Management
Texas
$38K -$30.7K -300 -45%
CG
1494
Cutler Group
California
$38K -$2.53K -25 -6%
DPA
1495
Delphi Private Advisors
California
$38K -$713 -7 -2%
HCC
1496
Hirtle Callaghan & Co
Pennsylvania
$36K -$10.1K -100 -22%
AFIA
1497
America First Investment Advisors
Nebraska
$36K – – –
KKAMG
1498
Kernodle & Katon Asset Management Group
Arkansas
$36K – – –
PO
1499
Private Ocean
California
$36K – – –
CAL
1500
Capital Analysts LLC
Pennsylvania
$35.8K -$86.3K -848 -71%
58 59
60
61 62