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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 %
LWM
1501
LBA Wealth Management
Florida
$33K – – –
CA
1502
CapWealth Advisors
Tennessee
$31K -$8.47K -82 -21%
VCM
1503
Vigilant Capital Management
Maine
$31K -$5.37K -52 -15%
JSAM
1504
J. Safra Asset Management
New York
$31K +$31K +303 New
BCMIO
1505
Beacon Capital Management Inc (Ohio)
Ohio
$27K – – –
TCCM
1506
Timber Creek Capital Management
Massachusetts
$27K – – –
CA
1507
Commerzbank Aktiengesellschaft
Germany
$26.6K -$138 -1,361 -0.5%
APSP
1508
Asset Planning Services (Pennsylvania)
Pennsylvania
$25K – – –
FPB
1509
First PREMIER Bank
South Dakota
$22K – – –
CMBA
1510
C.M. Bidwell & Associates
Hawaii
$22K – – –
BBPWM
1511
Blue Bell Private Wealth Management
Pennsylvania
$21K – – –
CIA
1512
Cascade Investment Advisors
Oregon
$20.9K +$20.9K +205 New
AWMS
1513
Advocacy Wealth Management Services
Georgia
$20K -$1K -10 -5%
AAC
1514
Asset Advisors Corp
Georgia
$20K – – –
JFA
1515
JNBA Financial Advisors
Minnesota
$17K – – –
CPIG
1516
Chicago Partners Investment Group
Illinois
$15K – – –
IR
1517
Invictus RG
Bermuda
$15K +$15K +146 New
RCG
1518
Ruggie Capital Group
Florida
$14K +$196 +2 +1%
PCTC
1519
Perkins Coie Trust Company
Washington
$13K – – –
WCM
1520
Wealthcare Capital Management
Virginia
$12K – – –
RWG
1521
Regal Wealth Group
California
$12K – – –
BCFS
1522
Butensky & Cohen Financial Security
Florida
$10K – – –
SHJ
1523
Sharkey, Howes & Javer
Colorado
$10K – – –
MSFP
1524
Mark Sheptoff Financial Planning
Connecticut
$9K +$5.04K +51 +128%
AT
1525
Arden Trust
Delaware
$8.58K -$478 -4,696 -5%
59 60
61
62 63