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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 %
DADC
501
D.A. Davidson & Co
Montana
$5.53M +$73.6K +697 +1%
CIC
502
Carnegie Investment Counsel
Ohio
$5.5M +$318K +3,209 +6%
ONB
503
Old National Bancorp
Indiana
$5.48M +$151K +1,427 +3%
MJRIC
504
Mogy Joel R Investment Counsel
California
$5.47M -$37K -350 -0.7%
IA
505
IFP Advisors
Florida
$5.46M -$2.61M -24,661 -32%
VFA
506
Voya Financial Advisors
Connecticut
$5.38M +$384K +3,665 +8%
NCM
507
Northside Capital Management
Oregon
$5.35M +$3.7M +35,000 +224%
SWP
508
Stratos Wealth Partners
Ohio
$5.29M +$97.4K +922 +2%
NSEDCP
509
NJ State Employees Deferred Compensation Plan
New Jersey
$5.28M – – –
MDCM
510
Morgan Dempsey Capital Management
Wisconsin
$5.27M +$73.5K +696 +1%
W
511
Wealthfront
California
$5.26M -$13.9K -132 -0.3%
VWM
512
Venturi Wealth Management
Texas
$5.25M +$340K +3,217 +7%
Citadel Advisors
513
Citadel Advisors
Florida
$5.24M -$51.1M -483,452 -91%
CIM
514
Corda Investment Management
Texas
$5.22M -$127K -1,200 -2%
IAA
515
Independent Advisor Alliance
North Carolina
$5.22M -$334K -3,206 -6%
MI
516
Markston International
New York
$5.21M -$74.2K -702 -1%
RC
517
Randolph Company
Ohio
$5.18M – – –
SCI
518
SkyBridge Capital II
New York
$5.13M +$5.13M +48,598 New
BFO
519
Biltmore Family Office
North Carolina
$5.12M +$5.12M +47,949 New
HAI
520
Hennessy Advisors Inc
California
$5.11M – – –
EWM
521
Evercore Wealth Management
New York
$5.09M – – –
AI
522
Atria Investments
North Carolina
$5.05M +$465K +4,401 +10%
CC
523
ClearArc Capital
Ohio
$5.05M +$125K +1,183 +3%
CBU
524
CIBC Bank USA
Illinois
$4.99M +$52.1K +493 +1%
KFC
525
Klingenstein Fields & Co
New York
$4.92M -$221K -2,093 -4%
19 20
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