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 %
IC
1001
InterOcean Capital
Illinois
$849K -$307K -2,721 -27%
PCC
1002
Park Circle Company
Maryland
$847K – – –
NG
1003
Northstar Group
New York
$842K -$49.6K -439 -6%
BPM
1004
Bowling Portfolio Management
Ohio
$838K -$630K -5,580 -43%
GC
1005
Grimes & Company
Massachusetts
$837K +$226K +2,000 +37%
SSWM
1006
Sheets Smith Wealth Management
North Carolina
$835K -$32.4K -287 -4%
CWM
1007
Concert Wealth Management
California
$834K -$45.4K -501 -5%
TCM
1008
Traynor Capital Management
Pennsylvania
$833K +$108K +972 +15%
EHC
1009
Everett Harris & Co
California
$832K – – –
BCP
1010
Berkeley Capital Partners
Georgia
$831K -$1.43M -12,702 -63%
PFS
1011
Prospera Financial Services
Texas
$827K -$36K -318 -4%
PWAP
1012
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$827K +$37.4K +331 +5%
SEC
1013
Seven Eight Capital
New York
$822K +$822K +7,279 New
CT
1014
Cambridge Trust
Massachusetts
$817K +$32.7K +290 +4%
HAM
1015
Highstreet Asset Management
Ontario, Canada
$814K -$419K -3,711 -34%
NIM
1016
Northeast Investment Management
Massachusetts
$813K – – –
WFG
1017
Wills Financial Group
Virginia
$810K -$20.4K -181 -2%
LNC
1018
Lincoln National Corp
Pennsylvania
$806K -$317K -2,805 -28%
DW
1019
Domani Wealth
Pennsylvania
$803K -$49.8K -441 -6%
RIM
1020
Regent Investment Management
Kentucky
$803K – – –
FMT
1021
First Mercantile Trust
Tennessee
$802K – – –
BIM
1022
Barton Investment Management
Pennsylvania
$799K – – –
IC
1023
Intersect Capital
California
$797K -$255K -2,261 -24%
DAC
1024
Dividend Assets Capital
South Carolina
$796K +$107K +950 +16%
BKA
1025
Brick & Kyle Associates
Pennsylvania
$795K +$4.29K +38 +0.5%
39 40
41
42 43