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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
$3.8B
2
Vanguard Group
Vanguard Group
Pennsylvania
$9.5B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$483M
4
State Street
State Street
Massachusetts
$5.67B
5
Goldman Sachs
Goldman Sachs
New York
$438M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$804M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$2.22B
3
WRF
Waddell & Reed Financial
Kansas
$886M
4
IFP
Independent Franchise Partners
United Kingdom
$622M
5
BA
BlackRock Advisors
Delaware
$265M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
1501
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
PRS
1502
Pinkerton Retirement Specialists
Idaho
$4K +$4K +32 New
SAM
1503
Solaris Asset Management
New York
$3K – – –
HCM
1504
Horrell Capital Management
Arkansas
$3K – – –
DSN
1505
D. Scott Neal
Kentucky
$3K +$3K +27 New
CIM
1506
Contravisory Investment Management
Massachusetts
$2K – – –
EWM
1507
Endurance Wealth Management
Rhode Island
$1.28K -$5 -53 -0.4%
HW
1508
Hancock Whitney
Mississippi
$1.02K +$18 +179 +2%
MIM
1509
Marco Investment Management
Georgia
$793 +$1 +8 +0.1%
LP
1510
LMR Partners
United Kingdom
$788 +$788 +8,034 New
SLF
1511
Sun Life Financial
Ontario, Canada
$625 -$227 -2,314 -27%
BGIM
1512
Brandywine Global Investment Management
Pennsylvania
– -$108M -1,230,380 Closed
IG
1513
ING Group
Netherlands
– -$95.6M -1,087,429 Closed
BKBG
1514
BHF Kleinwort Benson Group
Belgium
– -$95.5M -1,086,225 Closed
SI
1515
Sentry Investments
Ontario, Canada
– -$49.3K -561,300 Closed
Hotchkis & Wiley Capital Management
1516
Hotchkis & Wiley Capital Management
California
– -$39.5M -449,722 Closed
WCM
1517
Wedge Capital Management
North Carolina
– -$38.5M -437,800 Closed
FRAF
1518
Första AP-fonden
Sweden
– -$15.3M -185,514 Closed
AF
1519
Ally Financial
Michigan
– -$9.23M -105,000 Closed
Handelsbanken Fonder
1520
Handelsbanken Fonder
Sweden
– -$6.8M -77,332 Closed
CC
1521
Curian Capital
Colorado
– -$6.64M -75,579 Closed
SFM
1522
Systematic Financial Management
New Jersey
– -$5.73M -65,130 Closed
Simplex Trading
1523
Simplex Trading
Illinois
– -$5.41M -61,525 Closed
ZCA
1524
Zeke Capital Advisors
Pennsylvania
– -$4.6M -52,277 Closed
BAC
1525
Boys Arnold & Co
North Carolina
– -$3.81M -43,347 Closed
59 60
61
62 63