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Philip Morris
PM

Overview Fund Activity

1,628 hedge funds and large institutions have $125B invested in Philip Morris in 2017 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 607 increasing their positions, 657 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,628
Holders Change
-9
Holders Change %
-0.55%
% of All Funds
40.65%
Holding in Top 10
78
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-25%
% of All Funds
1.95%
New
81
Increased
607
Reduced
657
Closed
71
Calls
$661M
Puts
$959M
Net Calls
-$298M
Net Calls Change
-$70.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$498M
2
Bank of America
Bank of America
North Carolina
+$453M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
+$327M
4
TAM
Troy Asset Management
United Kingdom
+$244M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$218M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$967M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$685M
3
Deutsche Bank
Deutsche Bank
Germany
-$235M
4
Morgan Stanley
Morgan Stanley
New York
-$205M
5
PI
Putnam Investments
Massachusetts
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLF
826
Sun Life Financial
Ontario, Canada
$1.6M +$39.3K +354 +3%
RWA
827
Ropes Wealth Advisors
Massachusetts
$1.6M – – –
AC
828
Addison Capital
Pennsylvania
$1.6M +$111 +1 +0%
BIAS
829
Beacon Investment Advisory Services
New Jersey
$1.59M +$1.21M +10,917 +318%
SC
830
Scotia Capital
Ontario, Canada
$1.59M -$18.2K -164 -1%
CIM
831
CenturyLink Investment Management
Colorado
$1.58M +$198K +1,786 +14%
LFAS
832
Level Four Advisory Services
Texas
$1.57M -$341K -3,072 -18%
BCM
833
Buckhead Capital Management
Georgia
$1.57M +$2.78K +25 +0.2%
GD
834
Grandfield & Dodd
New York
$1.56M – – –
CAI
835
Capital Advisors Inc
Oklahoma
$1.56M -$12.5K -113 -0.8%
SWM
836
SVA Wealth Management
Wisconsin
$1.56M +$82.8K +746 +6%
FWM
837
Frontier Wealth Management
Missouri
$1.55M +$110K +989 +8%
SCM
838
Shelton Capital Management
Colorado
$1.55M -$13.7K -123 -0.9%
BRWA
839
B. Riley Wealth Advisors
Florida
$1.55M +$1.11K +10 +0.1%
PP
840
Patten & Patten
Tennessee
$1.55M +$13.5K +122 +0.9%
KTC
841
Kistler-Tiffany Companies
Pennsylvania
$1.55M +$44.3K +399 +3%
SAM
842
Symphony Asset Management
California
$1.55M +$557K +5,020 +56%
JIM
843
Jupiter Investment Management
United Kingdom
$1.54M -$34.2M -308,095 -96%
MCM
844
Monarch Capital Management
Indiana
$1.54M -$55.5K -500 -3%
CT
845
Clearstead Trust
Maine
$1.54M -$24.4K -220 -2%
NFA
846
Nuveen Fund Advisors
Illinois
$1.54M -$377K -3,396 -20%
FMC
847
First Merchants Corp
Indiana
$1.54M +$1.13M +10,138 +272%
FNB
848
Farmers National Bank
Kentucky
$1.54M -$121K -1,089 -7%
SMG
849
Spectrum Management Group
Indiana
$1.53M +$1.21M +10,865 +369%
VIMU
850
Veritas Investment Management (UK)
United Kingdom
$1.53M -$519K -4,680 -25%
32 33
34
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