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Philip Morris
PM

Overview Fund Activity

1,637 hedge funds and large institutions have $131B invested in Philip Morris in 2017 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 530 increasing their positions, 732 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,637
Holders Change
+27
Holders Change %
+1.68%
% of All Funds
40.87%
Holding in Top 10
104
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.89%
% of All Funds
2.6%
New
98
Increased
530
Reduced
732
Closed
56
Calls
$656M
Puts
$884M
Net Calls
-$228M
Net Calls Change
+$16.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$349M
2
BlackRock
BlackRock
New York
+$284M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$274M
4
Morgan Stanley
Morgan Stanley
New York
+$254M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$251M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.38B
2
Capital World Investors
Capital World Investors
California
-$350M
3
Bank of America
Bank of America
North Carolina
-$276M
4
Franklin Resources
Franklin Resources
California
-$235M
5
AL
AJO LP
Pennsylvania
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMCS
651
Old Mutual Customised Solutions
South Africa
$3.12M +$82.2K +700 +3%
FIM
652
Fernwood Investment Management
Massachusetts
$3.12M +$217K +1,851 +8%
CAM
653
Cypress Asset Management
Texas
$3.11M -$888K -7,560 -22%
TNBTD
654
Trustmark National Bank Trust Department
Mississippi
$3.1M -$41.9K -357 -1%
VKH
655
Virtu KCG Holdings
New York
$3.09M -$750K -6,386 -20%
KIA
656
KCM Investment Advisors
California
$3.07M -$35.9K -306 -1%
ACS
657
Archford Capital Strategies
Illinois
$3.05M +$1.86M +15,820 +156%
NHC
658
Nicholas Hoffman & Company
Georgia
$3.03M +$14K +119 +0.5%
NC
659
Northpointe Capital
Michigan
$3.03M +$911K +7,754 +43%
BMC
660
Beaton Management Company
Massachusetts
$3.03M +$3.03M +25,789 New
SPC
661
Sigma Planning Corp
Michigan
$3.03M -$450K -3,828 -13%
CCM
662
Condor Capital Management
New Jersey
$3.02M – – –
ASN
663
Advisory Services Network
Georgia
$3.02M -$8.34K -71 -0.3%
NIT
664
NumerixS Investment Technologies
British Columbia, Canada
$3.02M +$3.02M +25,699 New
HA
665
Halsey Associates
Connecticut
$3M -$107K -909 -3%
FNT
666
First National Trust
Pennsylvania
$3M -$33.2K -283 -1%
WPW
667
Waldron Private Wealth
Pennsylvania
$2.99M -$432K -3,680 -13%
SS
668
Simplicity Solutions
Minnesota
$2.99M +$6.11K +52 +0.2%
SFA
669
Stewardship Financial Advisors
Georgia
$2.97M -$9.28K -79 -0.3%
RG
670
Rikoon Group
New Mexico
$2.95M – – –
MCM
671
Mengis Capital Management
Oregon
$2.95M -$1.1M -9,350 -27%
TTWM
672
TCV Trust & Wealth Management
Virginia
$2.92M +$32.1K +273 +1%
UR
673
USCA RIA
Texas
$2.92M -$92.1K -784 -3%
GIP
674
Granite Investment Partners
California
$2.91M – – –
FPCM
675
Financial Partners Capital Management
New York
$2.91M +$41.6K +354 +1%
25 26
27
28 29