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Philip Morris
PM

Overview Fund Activity

1,628 hedge funds and large institutions have $125B invested in Philip Morris in 2017 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 607 increasing their positions, 657 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,628
Holders Change
-9
Holders Change %
-0.55%
% of All Funds
40.65%
Holding in Top 10
78
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-25%
% of All Funds
1.95%
New
81
Increased
607
Reduced
657
Closed
71
Calls
$661M
Puts
$959M
Net Calls
-$298M
Net Calls Change
-$70.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$498M
2
Bank of America
Bank of America
North Carolina
+$453M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
+$327M
4
TAM
Troy Asset Management
United Kingdom
+$244M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$218M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$967M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$685M
3
Deutsche Bank
Deutsche Bank
Germany
-$235M
4
Morgan Stanley
Morgan Stanley
New York
-$205M
5
PI
Putnam Investments
Massachusetts
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
1026
M&R Capital Management
New Jersey
$864K -$22.2K -200 -3%
CPA
1027
Clear Perspective Advisors
Illinois
$864K -$18.1K -163 -2%
BPCE
1028
Bank Pictet & Cie (Europe)
Germany
$862K – – –
BCMO
1029
Buckingham Capital Management (Ohio)
Ohio
$857K +$54.7K +493 +7%
TFA
1030
Toth Financial Advisory
Virginia
$853K -$21.1K -190 -2%
NWP
1031
Northstar Wealth Partners
Connecticut
$850K -$88.8K -784 -9%
IC
1032
InterOcean Capital
Illinois
$846K – – –
SI
1033
SII Investments
Wisconsin
$846K +$88.9K +802 +12%
Fuller & Thaler Asset Management
1034
Fuller & Thaler Asset Management
California
$844K +$844K +7,600 New
PA
1035
Parallel Advisors
California
$840K -$70.7K -683 -8%
VNA
1036
Valley National Advisers
Pennsylvania
$839K -$10.8K -97 -1%
CT
1037
Cambridge Trust
Massachusetts
$834K +$55.5K +500 +7%
DA
1038
Dillon & Associates
Michigan
$832K +$1.11K +10 +0.1%
SSWM
1039
Sheets Smith Wealth Management
North Carolina
$826K +$2.33K +21 +0.3%
PFS
1040
Physicians Financial Services
North Carolina
$824K – – –
CAM
1041
Columbia Asset Management
Michigan
$824K +$5.77K +52 +0.7%
1SB
1042
1ST Source Bank
Indiana
$822K -$21.1K -190 -3%
NIM
1043
Northeast Investment Management
Massachusetts
$821K +$21.4K +193 +3%
PWAP
1044
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$816K +$2.78K +25 +0.3%
BPM
1045
Bowling Portfolio Management
Ohio
$814K -$8.89K -80 -1%
EHC
1046
Everett Harris & Co
California
$813K -$5.55K -50 -0.7%
DY
1047
Dowling & Yahnke
California
$801K +$777 +7 +0.1%
EFSCE
1048
Enterprise Financial Services Corp (EFSC)
Missouri
$800K -$22.7K -204 -3%
GC
1049
Grimes & Company
Massachusetts
$799K – – –
BB
1050
Busey Bank
Illinois
$797K -$16.1K -145 -2%
40 41
42
43 44