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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
+$1.39B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$256M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$203M
4
State Street
State Street
Massachusetts
+$179M
5
Goldman Sachs
Goldman Sachs
New York
+$133M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$508M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$191M
3
WRF
Waddell & Reed Financial
Kansas
-$179M
4
IFP
Independent Franchise Partners
United Kingdom
-$172M
5
BA
BlackRock Advisors
Delaware
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
176
Foresters Investment Management
New York
$55.4M +$157K +1,600 +0.3%
KeyBank National Association
177
KeyBank National Association
Ohio
$55.2M +$5.59M +56,976 +11%
DFO
178
Duquesne Family Office
New York
$54.4M +$54.4M +554,800 New
LPL Financial
179
LPL Financial
California
$54.2M +$2.37M +23,687 +5%
JIM
180
Jupiter Investment Management
United Kingdom
$54.2M +$9.66M +98,429 +22%
SEI Investments
181
SEI Investments
Pennsylvania
$53.1M +$9.46M +96,422 +22%
TPSF
182
Texas Permanent School Fund
Texas
$52.4M -$1.18M -12,027 -2%
Calamos Advisors
183
Calamos Advisors
Illinois
$52.4M +$1M +10,233 +2%
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$51.6M -$1.36M -13,840 -3%
GLA
185
Great Lakes Advisors
Illinois
$51.6M +$202K +2,058 +0.4%
Comerica Bank
186
Comerica Bank
Texas
$51M +$765K +7,637 +2%
SFFS
187
Stonehage Fleming Financial Services
Jersey
$50.8M -$4.29M -43,758 -8%
AG
188
Aperio Group
California
$50.4M +$4.37M +44,504 +9%
MAM
189
Martingale Asset Management
Massachusetts
$50.2M +$3.69M +37,569 +8%
SMDAM
190
Sumitomo Mitsui DS Asset Management
Japan
$50.2M +$7.51M +76,580 +18%
Commonwealth Equity Services
191
Commonwealth Equity Services
Massachusetts
$47.6M +$1.6M +16,359 +3%
PP
192
Prudential plc
United Kingdom
$47.3M +$217K +2,212 +0.5%
JHIU
193
Janus Henderson Investors US
Colorado
$46.7M -$90M -917,147 -66%
HighTower Advisors
194
HighTower Advisors
Illinois
$45.8M +$8.52M +86,909 +23%
Kayne Anderson Rudnick Investment Management
195
Kayne Anderson Rudnick Investment Management
California
$43.4M +$3.93M +40,008 +10%
Citigroup
196
Citigroup
New York
$42.8M -$1.01M -10,336 -2%
Skandinaviska Enskilda Banken (SEB)
197
Skandinaviska Enskilda Banken (SEB)
Sweden
$42M -$108M -1,105,405 -72%
FFA
198
First Foundation Advisors
California
$41.8M +$475K +4,841 +1%
LWCFA
199
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41.3M +$33.3K +339 +0.1%
CB
200
Commerce Bank
Missouri
$40.7M -$571K -5,815 -1%
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