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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 %
QSS
701
Quantitative Systematic Strategies
Florida
$2.55M +$980K +9,273 +62%
AIM
702
Assured Investment Management
New York
$2.55M +$2.55M +24,106 +120,530%
GCP
703
GSA Capital Partners
United Kingdom
$2.54M -$434K -4,111 -15%
CM
704
Caption Management
Oklahoma
$2.54M +$2.54M +24,000 New
BA
705
Birinyi Associates
Connecticut
$2.52M -$507K -4,800 -17%
VA
706
Valmark Advisers
Ohio
$2.52M +$2.52M +23,866 New
NEIRG
707
New England Investment & Retirement Group
Massachusetts
$2.51M +$67.8K +642 +3%
AIP
708
ARS Investment Partners
New York
$2.51M – – –
LSCM
709
LaSalle Street Capital Management
Illinois
$2.5M – – –
HR
710
Howe & Rusling
New York
$2.49M +$12K +114 +0.5%
TP
711
Truvvo Partners
New York
$2.48M – – –
LC
712
Lourd Capital
California
$2.47M +$1.88M +17,774 +317%
GBT
713
Grove Bank & Trust
Florida
$2.46M +$18.8K +178 +0.8%
ACS
714
Archford Capital Strategies
Illinois
$2.46M -$287K -2,718 -10%
LIM
715
Leavell Investment Management
Alabama
$2.46M – – –
RCM
716
Radnor Capital Management
Pennsylvania
$2.45M – – –
WF
717
Welch & Forbes
Massachusetts
$2.44M -$68.8K -651 -3%
TAM
718
Todd Asset Management
Kentucky
$2.42M -$45.9K -434 -2%
IAMOG
719
Investors Asset Management of Georgia
Georgia
$2.42M -$10.6K -100 -0.4%
UB
720
UMB Bank
Missouri
$2.41M -$132K -1,251 -5%
AW
721
ACG Wealth
Georgia
$2.4M +$860K +8,140 +56%
SB
722
Simmons Bank
Arkansas
$2.4M +$47.7K +452 +2%
BDWM
723
Brewin Dolphin Wealth Management
Ireland
$2.39M -$8.98K -85 -0.4%
SFA
724
Stewardship Financial Advisors
Georgia
$2.38M -$127K -1,205 -5%
AIM
725
Anchor Investment Management
South Carolina
$2.37M -$79.2K -750 -3%
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