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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 %
NG
826
NatWest Group
United Kingdom
$1.68M -$672K -5,723 -29%
CAI
827
Capital Advisors Inc
Oklahoma
$1.66M – – –
SLF
828
Sun Life Financial
Ontario, Canada
$1.66M +$1.61M +13,714 +3,581%
SCM
829
Shelton Capital Management
Colorado
$1.65M +$2.35K +20 +0.1%
BCM
830
Buckhead Capital Management
Georgia
$1.65M -$121K -1,033 -7%
GD
831
Grandfield & Dodd
New York
$1.65M -$43.6K -371 -3%
EWA
832
EP Wealth Advisors
California
$1.65M +$621K +5,284 +60%
CCM
833
Catawba Capital Management
Virginia
$1.65M +$15.9K +135 +1%
BRWA
834
B. Riley Wealth Advisors
Florida
$1.64M +$24.1K +205 +1%
CT
835
Coastline Trust
Rhode Island
$1.63M -$32.3K -275 -2%
CCM
836
Coldstream Capital Management
Washington
$1.63M -$31.4K -267 -2%
PP
837
Patten & Patten
Tennessee
$1.63M +$367K +3,123 +29%
OCG
838
Opus Capital Group
Ohio
$1.62M -$221K -1,880 -12%
CWM
839
Cornerstone Wealth Management
Missouri
$1.6M +$479K +4,059 +43%
KTC
840
Kistler-Tiffany Companies
Pennsylvania
$1.59M -$160K -1,362 -9%
WI
841
Wintrust Investments
Illinois
$1.57M -$111K -943 -7%
SWM
842
SVA Wealth Management
Wisconsin
$1.56M -$56.3K -479 -3%
CS
843
Comerica Securities
Michigan
$1.56M -$877K -7,397 -36%
EAM
844
Evanson Asset Management
California
$1.55M -$67.6K -576 -4%
BSPF
845
British Steel Pension Fund
United Kingdom
$1.55M – – –
III
846
Independent Investors Inc
New York
$1.55M – – –
EWM
847
Endurance Wealth Management
Rhode Island
$1.54M – – –
SAM
848
SignalPoint Asset Management
Missouri
$1.53M -$11.6K -99 -0.8%
First Eagle Investment Management
849
First Eagle Investment Management
New York
$1.53M – – –
CAM
850
Carret Asset Management
New York
$1.53M +$265K +2,254 +21%
32 33
34
35 36