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Philip Morris
PM

Overview Fund Activity

1,736 hedge funds and large institutions have $119B invested in Philip Morris in 2017 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 647 increasing their positions, 616 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,736
Holders Change
+108
Holders Change %
+6.63%
% of All Funds
39.43%
Holding in Top 10
70
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.26%
% of All Funds
1.59%
New
217
Increased
647
Reduced
616
Closed
98
Calls
$466M
Puts
$1.02B
Net Calls
-$554M
Net Calls Change
-$256M

Top Buyers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
+$330M
2
Renaissance Technologies
Renaissance Technologies
New York
+$294M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$278M
4
BlackRock
BlackRock
New York
+$196M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$160M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$946M
2
Capital International Investors
Capital International Investors
California
-$517M
3
Bank of America
Bank of America
North Carolina
-$365M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$310M
5
WRF
Waddell & Reed Financial
Kansas
-$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIP
426
Stoneridge Investment Partners
Pennsylvania
$7.93M +$7.93M +75,066 New
SGAM
427
Steinberg Global Asset Management
Florida
$7.92M +$1.33M +12,632 +20%
ELI
428
Empire Life Investments
Ontario, Canada
$7.87M +$3.7K +35 +0%
1IA
429
1834 Investment Advisors
Wisconsin
$7.84M +$5.55M +52,506 +242%
GF
430
Gabelli Funds
New York
$7.82M -$755K -7,150 -9%
CCG
431
Cypress Capital Group
Florida
$7.73M -$47.5K -450 -0.6%
PSUF
432
People's United Financial
Connecticut
$7.72M -$313K -2,965 -4%
Pacer Advisors
433
Pacer Advisors
Pennsylvania
$7.7M +$3.45M +32,666 +81%
WIA
434
Wealthstreet Investment Advisors
Texas
$7.67M +$7.67M +72,587 New
OAM
435
Oxford Asset Management
United Kingdom
$7.6M +$7.6M +71,653 New
Northwestern Mutual Wealth Management
436
Northwestern Mutual Wealth Management
Wisconsin
$7.56M +$467K +4,420 +7%
AF
437
Alerus Financial
North Dakota
$7.49M +$2.4M +22,673 +47%
SBIA
438
Sheaff Brock Investment Advisors
Indiana
$7.47M -$82.5K -781 -1%
HWA
439
Heritage Wealth Advisors
Virginia
$7.38M -$69.7K -660 -0.9%
BG
440
Bollard Group
Massachusetts
$7.31M -$3.16M -29,899 -30%
AHB
441
Abner Herrman & Brock
New Jersey
$7.29M -$1.66M -15,683 -19%
GIM
442
Grassi Investment Management
California
$7.26M +$132K +1,254 +2%
SPC
443
Salient Private Client
Texas
$7.19M +$7.19M +68,050 New
CWS
444
Cypress Wealth Services
California
$7.18M +$7.18M +67,954 New
PAG
445
Private Advisor Group
New Jersey
$7.14M -$3.83M -36,695 -35%
PDN
446
Pensionfund DSM Netherlands
Netherlands
$7.08M – – –
BOH
447
Bank of Hawaii
Hawaii
$7.07M -$427K -4,043 -6%
MERSOM
448
Municipal Employees' Retirement System of Michigan
Michigan
$7.05M +$237K +2,240 +3%
BC
449
Brinker Capital
Pennsylvania
$7.04M -$82.5K -780 -1%
D.E. Shaw & Co
450
D.E. Shaw & Co
New York
$7.01M +$7.01M +66,367 New
16 17
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