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Philip Morris
PM

Overview Fund Activity

1,543 hedge funds and large institutions have $101B invested in Philip Morris in 2016 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 583 increasing their positions, 566 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,543
Holders Change
+30
Holders Change %
+1.98%
% of All Funds
38.63%
Holding in Top 10
72
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-18.18%
% of All Funds
1.8%
New
156
Increased
583
Reduced
566
Closed
102
Calls
$702M
Puts
$1.01B
Net Calls
-$306M
Net Calls Change
-$109M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$837M
2
Ameriprise
Ameriprise
Minnesota
+$444M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$243M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$239M
5
Asset Management One
Asset Management One
Japan
+$229M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$750M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$671M
3
MC
Maverick Capital
Texas
-$658M
4
MTB
Mizuho Trust & Banking
Japan
-$251M
5
TAM
Troy Asset Management
United Kingdom
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
826
Lee Financial
Texas
$1.24M +$1.24M +13,606 New
ACI
827
Alpha Cubed Investments
California
$1.24M +$1.01M +11,085 +448%
PPSG
828
Princeton Portfolio Strategies Group
New Jersey
$1.24M +$91.5K +1,000 +8%
NA
829
NewEdge Advisors
Louisiana
$1.24M -$90K -994 -7%
WKWM
830
Walter & Keenan Wealth Management
Indiana
$1.23M -$7.68M -83,949 -86%
KCM
831
Karp Capital Management
California
$1.22M -$35.8K -391 -3%
SLT
832
St Louis Trust
Missouri
$1.22M -$915 -10 -0.1%
MSAM
833
Moloney Securities Asset Management
Missouri
$1.22M +$1.22M +13,293 New
MIH
834
Madison Investment Holdings
Wisconsin
$1.22M +$1.19K +13 +0.1%
III
835
Independent Investors Inc
New York
$1.21M – – –
LWAC
836
Laurel Wealth Advisors (California)
California
$1.21M -$16.9K -185 -1%
AFP
837
Ausdal Financial Partners
Iowa
$1.2M +$15.5K +169 +1%
BST
838
Bath Savings Trust
Maine
$1.2M +$74.1K +810 +7%
AA
839
Ancora Advisors
Ohio
$1.2M +$395K +4,325 +49%
EWM
840
Endurance Wealth Management
Rhode Island
$1.2M – – –
Luther King Capital Management (LKCM)
841
Luther King Capital Management (LKCM)
Texas
$1.2M -$76.5K -836 -6%
BPM
842
Bowling Portfolio Management
Ohio
$1.19M -$57.6K -629 -5%
SAM
843
SignalPoint Asset Management
Missouri
$1.19M +$549 +6 +0%
First Eagle Investment Management
844
First Eagle Investment Management
New York
$1.19M – – –
CIA
845
Choate Investment Advisors
Massachusetts
$1.19M -$90.4K -988 -7%
AL
846
Aspiriant LLC
California
$1.18M +$67.6K +739 +6%
CCM
847
Catawba Capital Management
Virginia
$1.18M – – –
EM
848
Excalibur Management
Massachusetts
$1.18M -$11.4K -125 -1%
ZIC
849
ZWJ Investment Counsel
Georgia
$1.17M +$63.8K +697 +6%
MMG
850
Monetary Management Group
Missouri
$1.17M -$137K -1,500 -11%
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