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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 %
GIP
951
Greatmark Investment Partners
Georgia
$1.03M +$28.2K +250 +3%
AT
952
Argent Trust
Texas
$1.02M +$93.2K +826 +10%
TWA
953
TCI Wealth Advisors
Arizona
$1.02M +$5.42K +48 +0.5%
BW
954
Bison Wealth
Georgia
$1.01M -$141K -1,253 -12%
PCM
955
Parsons Capital Management
Rhode Island
$1.01M -$14.7K -130 -1%
GS
956
Girard Securities
California
$1.01M +$109K +966 +12%
GCM
957
Grisanti Capital Management
New York
$1.01M +$406K +3,600 +68%
LPT
958
Legacy Private Trust
Wisconsin
$1.01M – – –
FANJ
959
Financial Architects (New Jersey)
New Jersey
$1M +$143K +1,271 +17%
SCM
960
Schnieders Capital Management
California
$1M -$26.7K -236 -3%
SWM
961
Segment Wealth Management
Texas
$1M +$72.6K +643 +8%
AIM
962
Avity Investment Management
Connecticut
$999K -$25.4K -225 -2%
EWA
963
EP Wealth Advisors
California
$991K -$44.6K -395 -4%
NFG
964
Next Financial Group
Texas
$990K -$723K -6,528 -42%
GSBTD
965
Glenview State Bank Trust Department
Illinois
$981K – – –
BFA
966
Bragg Financial Advisors
North Carolina
$972K +$271K +2,400 +39%
DA
967
Dillon & Associates
Michigan
$970K +$14.1K +125 +1%
AGM
968
Alpine Global Management
New York
$968K +$663K +5,873 +218%
HWA
969
HCR Wealth Advisors
California
$965K -$7.56K -67 -0.8%
DAM
970
Doheny Asset Management
California
$957K – – –
SIG
971
Schaller Investment Group
North Carolina
$955K – – –
QCG
972
Quadrant Capital Group
Ohio
$953K +$48K +430 +5%
PFS
973
Physicians Financial Services
North Carolina
$952K +$2.37K +21 +0.2%
BCM
974
Bluefin Capital Management
New York
$948K +$948K +8,400 New
SI
975
SII Investments
Wisconsin
$946K -$139K -1,236 -13%
37 38
39
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