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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 %
MCM
1001
Mork Capital Management
California
$983K – – –
ACM
1002
Azimuth Capital Management
Michigan
$981K – – –
MWM
1003
Modera Wealth Management
New Jersey
$977K +$275K +2,608 +39%
WA
1004
WBH Advisory
Maryland
$973K -$32.4K -307 -3%
AF
1005
Arrow Financial
New York
$970K – – –
TCM
1006
Tradition Capital Management
New Jersey
$969K – – –
PIA
1007
Peachtree Investment Advisors
Georgia
$964K -$10.6K -100 -1%
1SB
1008
1ST Source Bank
Indiana
$960K +$177K +1,679 +23%
DBRC
1009
D.B. Root & Company
Pennsylvania
$958K +$958K +9,068 New
XSC
1010
X-Square Capital
Puerto Rico
$956K +$956K +9,046 New
NFA
1011
Nuveen Fund Advisors
Illinois
$951K -$515K -4,869 -35%
DWM
1012
Doyle Wealth Management
Florida
$951K +$325K +3,072 +52%
PWAP
1013
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$950K +$174K +1,645 +22%
LCM
1014
Laurion Capital Management
New York
$942K +$942K +8,917 New
LPT
1015
Legacy Private Trust
Wisconsin
$941K – – –
GCM
1016
Grisanti Capital Management
New York
$941K – – –
AT
1017
Argent Trust
Texas
$935K +$50K +473 +6%
DLA
1018
Douglas Lane & Associates
New York
$929K -$40.7K -385 -4%
PL
1019
Plancorp LLC
Missouri
$929K +$211 +2 +0%
SCM
1020
Schnieders Capital Management
California
$924K +$7.82K +74 +0.9%
BPCE
1021
Bank Pictet & Cie (Europe)
Germany
$919K +$99.3K +940 +12%
WSCM
1022
Wellington Shields Capital Management
New York
$917K – – –
AIM
1023
Avity Investment Management
Connecticut
$911K – – –
ARMT
1024
Amica Retiree Medical Trust
Rhode Island
$909K +$909K +8,604 New
TWA
1025
TCI Wealth Advisors
Arizona
$908K -$24.5K -232 -3%
39 40
41
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