PM icon

Philip Morris
PM

Overview Fund Activity

1,610 hedge funds and large institutions have $126B invested in Philip Morris in 2017 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 535 increasing their positions, 713 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,610
Holders Change
+67
Holders Change %
+4.34%
% of All Funds
40.14%
Holding in Top 10
106
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+47.22%
% of All Funds
2.64%
New
136
Increased
535
Reduced
713
Closed
53
Calls
$575M
Puts
$819M
Net Calls
-$244M
Net Calls Change
+$61.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.85B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$691M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$538M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$482M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$433M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$454M
2
Capital World Investors
Capital World Investors
California
-$325M
3
IFP
Independent Franchise Partners
United Kingdom
-$265M
4
VAM
Vontobel Asset Management
New York
-$204M
5
Capital International Investors
Capital International Investors
California
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
926
FormulaFolio Investments
Michigan
$1.11M +$249K +2,209 +29%
WA
927
WFG Advisors
Texas
$1.11M -$809K -7,162 -42%
WSCM
928
Wellington Shields Capital Management
New York
$1.1M – – –
UBWV
929
United Bank (West Virginia)
West Virginia
$1.1M -$12.5K -111 -1%
PHS
930
Pekin Hardy Strauss
Illinois
$1.09M +$220K +1,945 +25%
ZF
931
Zhang Financial
Michigan
$1.09M -$8.75K -84 -0.8%
WA
932
WBH Advisory
Maryland
$1.09M +$339 +3 +0%
PCP
933
Proficio Capital Partners
Massachusetts
$1.08M +$104K +887 +11%
CWM
934
Cornerstone Wealth Management
Missouri
$1.08M +$238K +2,101 +28%
SBSB
935
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.08M -$123K -1,087 -10%
SSWM
936
Smith Salley Wealth Management
North Carolina
$1.08M +$270K +2,391 +34%
CG
937
Clinton Group
New York
$1.07M -$91.4K -810 -8%
AL
938
Aspiriant LLC
California
$1.07M -$395K -3,499 -27%
AWA
939
ARS Wealth Advisors
Florida
$1.07M -$62.5K -553 -6%
AIM
940
Advantage Investment Management
Iowa
$1.07M -$11.4K -101 -1%
SBH
941
Segall Bryant & Hamill
Illinois
$1.07M +$134K +1,186 +14%
ACM
942
Azimuth Capital Management
Michigan
$1.05M +$181K +1,606 +21%
MCM
943
Mork Capital Management
California
$1.05M – – –
AF
944
Arrow Financial
New York
$1.05M -$38.7K -343 -4%
PIA
945
Peachtree Investment Advisors
Georgia
$1.04M – – –
NB
946
Nicolet Bankshares
Wisconsin
$1.04M -$83.2K -737 -7%
BA
947
Bristol Advisors
Pennsylvania
$1.04M +$486K +4,300 +88%
DP
948
Dearborn Partners
Illinois
$1.04M -$30.4K -269 -3%
FHC
949
First Heartland Consultants
Missouri
$1.03M +$70.2K +622 +7%
FMWA
950
Forvis Mazars Wealth Advisors
Missouri
$1.03M +$67.7K +600 +7%
36 37
38
39 40