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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 %
HIMCH
201
Hartford Investment Management Co (HIMCO)
Connecticut
$39.8M +$86K +877 +0.2%
Connor, Clark & Lunn Investment Management (CC&L)
202
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$39M +$2.61M +26,600 +7%
DCM
203
Driehaus Capital Management
Illinois
$38.7M +$2.37M +24,187 +7%
SIA
204
Sit Investment Associates
Minnesota
$38.6M +$4.95M +50,415 +15%
JFL
205
Jarislowsky, Fraser Ltd
Quebec, Canada
$38.5M -$3.12M -31,831 -8%
HTC
206
Haverford Trust Company
Pennsylvania
$38.1M +$1.17M +11,961 +3%
NIMC
207
NWQ Investment Management Company
California
$38.1M -$2.38M -24,296 -6%
BTS
208
BB&T Securities
Virginia
$37.9M +$3.6M +36,676 +10%
RJFSA
209
Raymond James Financial Services Advisors
Florida
$37.8M +$3.48M +35,514 +10%
AAM
210
Advisors Asset Management
Colorado
$37.8M -$3.91M -39,862 -9%
JPMPWA
211
J.P. Morgan Private Wealth Advisors
California
$37.7M +$4.13M +42,090 +12%
ZIM
212
Zacks Investment Management
Illinois
$37.6M -$3.35M -34,147 -8%
EIM
213
ExxonMobil Investment Management
Texas
$37M +$2.94M +29,966 +9%
SAM
214
Sentinel Asset Management
Vermont
$36.9M -$549K -5,600 -1%
ORIO
215
Old Republic International (ORI)
Illinois
$36.5M +$3.34M +34,000 +10%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$36.3M +$230K +2,343 +0.6%
HCM
217
Huber Capital Management
California
$36.1M – – –
FAF
218
Fjarde Ap-fonden
Sweden
$34.5M +$4.29M +43,772 +14%
Envestnet Asset Management
219
Envestnet Asset Management
Illinois
$34.4M +$799K +8,147 +2%
PIA
220
Piedmont Investment Advisors
North Carolina
$34.1M +$524K +5,338 +2%
DRZID
221
DePrince Race & Zollo Inc (DRZ)
Florida
$33.8M -$13.6M -138,791 -29%
ABC
222
Associated Banc-Corp
Wisconsin
$33.5M +$369K +3,762 +1%
AI
223
Ariel Investments
Illinois
$33M -$46.7M -476,127 -59%
Nomura Asset Management
224
Nomura Asset Management
Japan
$32.4M -$9.54M -97,286 -23%
ADEF
225
Adams Diversified Equity Fund
Maryland
$31.7M +$5.94M +60,500 +23%
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