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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 %
CT
876
Clearstead Trust
Maine
$1.42M -$46.5K -440 -3%
P
877
Pitcairn
Pennsylvania
$1.42M +$107K +1,015 +8%
PWW
878
Pettyjohn Wood & White
Virginia
$1.42M -$125K -1,185 -8%
EAM
879
Evanson Asset Management
California
$1.41M +$17K +161 +1%
FNB
880
Farmers National Bank
Kentucky
$1.4M -$59.6K -564 -4%
PP
881
Patten & Patten
Tennessee
$1.39M -$88K -833 -6%
FHA
882
First Horizon Advisors
Tennessee
$1.39M -$265K -2,507 -16%
CAPTRUST Financial Advisors
883
CAPTRUST Financial Advisors
North Carolina
$1.38M +$1.2M +11,257 +666%
EWM
884
Endurance Wealth Management
Rhode Island
$1.38M – – –
IFAM
885
Institutional & Family Asset Management
Colorado
$1.37M -$75.9K -718 -5%
First Eagle Investment Management
886
First Eagle Investment Management
New York
$1.37M – – –
FMWA
887
Forvis Mazars Wealth Advisors
Missouri
$1.37M -$12.8K -121 -0.9%
LFGH
888
Lee Financial Group Hawaii
Hawaii
$1.37M +$1.37M +12,980 New
WI
889
Wintrust Investments
Illinois
$1.37M -$18.1K -171 -1%
TIP
890
Torray Investment Partners
Maryland
$1.37M +$159K +1,509 +13%
WA
891
Waverly Advisors
Alabama
$1.36M +$256K +2,428 +23%
MWP
892
MYCIO Wealth Partners
Pennsylvania
$1.35M +$391K +3,620 +41%
OCG
893
Opus Capital Group
Ohio
$1.35M – – –
BST
894
Bath Savings Trust
Maine
$1.35M – – –
BAM
895
Belpointe Asset Management
Nevada
$1.34M +$143K +1,349 +12%
SOAMC
896
Spirit of America Management Corp
New York
$1.34M -$428K -4,050 -24%
HIC
897
Harvey Investment Company
Kentucky
$1.34M – – –
OIA
898
OneDigital Investment Advisors
Kansas
$1.34M +$1.18M +11,140 +737%
III
899
Independent Investors Inc
New York
$1.33M -$63.4K -600 -5%
MMG
900
Monetary Management Group
Missouri
$1.33M – – –
34 35
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