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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 %
NJBEST
976
New Jersey Better Educational Savings Trust
New Jersey
$1.06M +$211K +2,000 +25%
WKWM
977
Walter & Keenan Wealth Management
Indiana
$1.05M -$264K -2,500 -20%
RMSCM
978
R.M. Sincerbeaux Capital Management
New York
$1.05M – – –
CWM
979
Cornerstone Wealth Management
Missouri
$1.05M -$430K -4,146 -29%
DAS
980
Dynamic Advisor Solutions
Arizona
$1.04M +$27.3K +259 +3%
BIAS
981
Beacon Investment Advisory Services
New Jersey
$1.04M -$482K -4,560 -32%
VIMU
982
Veritas Investment Management (UK)
United Kingdom
$1.03M -$423K -4,000 -29%
VCM
983
Virtue Capital Management
Tennessee
$1.03M +$1.03M +9,726 New
WT
984
Washington Trust
Rhode Island
$1.03M -$129K -1,217 -11%
AAS
985
Annex Advisory Services
Wisconsin
$1.03M +$20.7K +196 +2%
WPA
986
West Paces Advisors
Georgia
$1.03M -$1.8K -17 -0.2%
GLA
987
Good Life Advisors
Pennsylvania
$1.03M +$11.7K +112 +1%
FBFS
988
First Business Financial Services
Wisconsin
$1.02M – – –
CCM
989
Chilton Capital Management
Texas
$1.02M – – –
IC
990
Iconiq Capital
California
$1.01M +$1.01M +9,505 New
SSA
991
Schonfeld Strategic Advisors
New York
$1.01M +$123K +1,164 +14%
Lazard Asset Management
992
Lazard Asset Management
New York
$1.01M -$211K -2,000 -17%
CHA
993
Cedar Hill Associates
Illinois
$1.01M +$5.7K +54 +0.6%
EIG
994
Ellenbecker Investment Group
Wisconsin
$1.01M +$1.01M +9,560 New
KWMG
995
King Wealth Management Group
Florida
$1.01M -$8.14K -77 -0.8%
NB
996
Nicolet Bankshares
Wisconsin
$1.01M +$45.5K +431 +5%
ACM
997
Alethea Capital Management
Washington
$1.01M +$586K +5,544 +139%
AWA
998
ARS Wealth Advisors
Florida
$1.01M +$1.27K +12 +0.1%
CA
999
Calton & Associates
Florida
$1.01M +$1.01M +9,185 New
IA
1000
IFG Advisory
Georgia
$987K +$987K +9,345 New
38 39
40
41 42