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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 %
HWP
1526
Hefty Wealth Partners
Indiana
$8K – – –
CWM
1527
Catamount Wealth Management
Connecticut
$7K – – –
HCM
1528
Horrell Capital Management
Arkansas
$3K – – –
DSN
1529
D. Scott Neal
Kentucky
$3K – – –
SAM
1530
Solaris Asset Management
New York
$3K – – –
CIM
1531
Contravisory Investment Management
Massachusetts
$2K – – –
FHC
1532
First Heartland Consultants
Missouri
$709 +$54 +528 +8%
AWE
1533
Avidian Wealth Enterprises
Texas
$250 – – –
Renaissance Technologies
1534
Renaissance Technologies
New York
– -$78.9M -804,500 Closed
CWM
1535
CIBC World Markets
New York
– -$72M -734,000 Closed
DFO
1536
Duquesne Family Office
New York
– -$54.4M -554,800 Closed
FAF
1537
Fjarde Ap-fonden
Sweden
– -$34.5M -351,414 Closed
SCI
1538
SkyBridge Capital II
New York
– -$11.8M -119,911 Closed
QIM
1539
Quantitative Investment Management
Virginia
– -$11.7M -119,000 Closed
SI
1540
Sensato Investors
California
– -$6.11M -62,300 Closed
GAM
1541
Gotham Asset Management
New York
– -$4.45M -45,315 Closed
AWA
1542
Arete Wealth Advisors
Illinois
– -$3.27M -33,360 Closed
JT
1543
Jump Trading
Illinois
– -$1.8M -18,340 Closed
SLG
1544
Stanley-Laman Group
Pennsylvania
– -$1.1M -11,232 Closed
WIM
1545
Waverton Investment Management
United Kingdom
– -$1.08M -11,030 Closed
AIM
1546
Alambic Investment Management
California
– -$1.07M -10,920 Closed
PAM
1547
PartnerRe Asset Management
Connecticut
– -$1.03M -10,481 Closed
LP
1548
LMR Partners
United Kingdom
– -$788 -8,034 Closed
JAFL
1549
Jay A. Fishman Ltd
Michigan
– -$748K -7,627 Closed
Twin Tree Management
1550
Twin Tree Management
Texas
– -$665K -6,774 Closed
60 61
62
63 64