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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 %
HFS
1026
Haverford Financial Services
Pennsylvania
$906K +$440K +4,161 +95%
HWA
1027
HCR Wealth Advisors
California
$902K +$423 +4 +0%
TMAM
1028
Tokio Marine Asset Management
Japan
$901K -$374K -3,538 -29%
LSAG
1029
Lake Street Advisors Group
New Hampshire
$899K +$899K +8,512 New
DAM
1030
Doheny Asset Management
California
$895K – – –
SIG
1031
Schaller Investment Group
North Carolina
$894K – – –
MPI
1032
Mairs & Power Inc
Minnesota
$892K -$62.2K -589 -7%
SA
1033
Strategic Advisors
New York
$892K -$33.1K -313 -4%
AGA
1034
Altrinsic Global Advisors
Connecticut
$890K +$52.9K +501 +6%
SIM
1035
Sonora Investment Management
Arizona
$889K -$3.49K -33 -0.4%
GIP
1036
Greatmark Investment Partners
Georgia
$886K -$39K -369 -4%
ACI
1037
Alpha Cubed Investments
California
$886K +$8.24K +78 +0.9%
SBA
1038
Secrest Blakey & Associates
North Carolina
$883K +$883K +8,291 New
EF
1039
Exeter Financial
Arizona
$881K +$881K +8,339 New
PA
1040
Parallel Advisors
California
$876K +$19.3K +183 +2%
UAS
1041
United Asset Strategies
New York
$868K +$489K +4,624 +129%
RA
1042
Rational Advisors
New York
$867K +$180K +1,700 +26%
EWA
1043
EP Wealth Advisors
California
$864K -$177K -1,674 -17%
QCG
1044
Quadrant Capital Group
Ohio
$864K +$22K +212 +3%
GSBTD
1045
Glenview State Bank Trust Department
Illinois
$861K -$15.9K -150 -2%
CCM
1046
Catawba Capital Management
Virginia
$860K -$556K -5,260 -39%
SXL
1047
Summit X LLC
Missouri
$854K -$75.6K -713 -8%
JAFL
1048
Jay A. Fishman Ltd
Michigan
$853K – – –
SBSB
1049
Sullivan, Bruyette, Speros & Blaney
Virginia
$853K -$162K -1,532 -16%
SFSG
1050
Stearns Financial Services Group
North Carolina
$853K -$126K -1,194 -13%
40 41
42
43 44