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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 %
CAM
1551
Congress Asset Management
Massachusetts
– -$459K -4,680 Closed
Aristotle Capital Management
1552
Aristotle Capital Management
California
– -$438K -4,468 Closed
JIM
1553
Jensen Investment Management
Oregon
– -$424K -4,320 Closed
BAM
1554
Baring Asset Management
United Kingdom
– -$415K -4,235 Closed
SRC
1555
Shufro Rose & Co
New York
– -$387K -3,948 Closed
SSG
1556
Summit Securities Group
New York
– -$383K -3,900 Closed
CIM
1557
Cetera Investment Management
California
– -$373K -3,801 Closed
SM
1558
Sciencast Management
New Jersey
– -$363K -3,700 Closed
WG
1559
Winton Group
United Kingdom
– -$353K -3,602 Closed
EMG
1560
Ellington Management Group
Connecticut
– -$334K -3,400 Closed
LCM
1561
Liberty Capital Management
Michigan
– -$324K -3,304 Closed
CCT
1562
Country Club Trust
Missouri
– -$285K -2,904 Closed
LA
1563
Lucus Advisors
New York
– -$284K -2,891 Closed
KFA
1564
Kelleher Financial Advisors
New York
– -$281K -2,866 Closed
RCP
1565
Rothschild Capital Partners
New York
– -$270K -2,750 Closed
LJAC
1566
L.J. Altfest & Co
New York
– -$266K -2,707 Closed
FVCM
1567
F&V Capital Management
Florida
– -$263K -2,685 Closed
VSWA
1568
Vontobel Swiss Wealth Advisors
Switzerland
– -$235K -2,400 Closed
SFSIG
1569
San Francisco Sentry Investment Group
California
– -$231K -2,362 Closed
BSWMG
1570
Barrington Strategic Wealth Management Group
Illinois
– -$207K -2,110 Closed
CIS
1571
Connors Investor Services
Pennsylvania
– -$167K -1,699 Closed
IIM
1572
Ipswich Investment Management
Massachusetts
– -$60K -600 Closed
SMG
1573
Spectrum Management Group
Indiana
– -$56K -570 Closed
UFA
1574
US Financial Advisors
Massachusetts
– -$29K -300 Closed
MFT
1575
Moisand Fitzgerald Tamayo
Florida
– -$28K -288 Closed
60 61 62
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