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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 %
CI
1051
CAZ Investments
Texas
$794K -$571K -5,140 -42%
CG
1052
Clinton Group
New York
$793K +$793K +7,143 New
GW
1053
GW & Wade
Massachusetts
$791K +$221K +1,992 +39%
RIM
1054
Regent Investment Management
Kentucky
$789K – – –
CA
1055
Cornerstone Advisory
Maryland
$788K +$144K +1,298 +22%
GP
1056
Geneva Partners
Wisconsin
$788K +$788K +7,100 New
BIM
1057
Barton Investment Management
Pennsylvania
$787K – – –
BKA
1058
Brick & Kyle Associates
Pennsylvania
$787K +$888 +8 +0.1%
BFG
1059
Beacon Financial Group
Texas
$785K -$6.22M -56,020 -89%
RFA
1060
Reilly Financial Advisors
California
$784K +$7.77K +70 +1%
FSA
1061
Franklin Street Advisors
North Carolina
$783K +$26.1K +235 +3%
PP
1062
PagnatoKarp Partners
Virginia
$782K +$20K +178 +3%
NG
1063
Northstar Group
New York
$780K -$32.3K -291 -4%
DAC
1064
Dividend Assets Capital
South Carolina
$777K – – –
GS
1065
Girard Securities
California
$765K -$129K -1,167 -14%
FC
1066
Forte Capital
New York
$764K +$77.1K +695 +11%
WG
1067
Welch Group
Alabama
$759K -$23K -207 -3%
SFS
1068
Summit Financial Strategies
Ohio
$758K -$66.1K -595 -8%
FMT
1069
First Mercantile Trust
Tennessee
$757K -$31K -279 -4%
BCP
1070
Berkeley Capital Partners
Georgia
$756K +$1.33K +12 +0.2%
DWT
1071
Dorsey & Whitney Trust
South Dakota
$756K +$47.5K +428 +7%
CCA
1072
Catalyst Capital Advisors
New York
$755K -$133K -1,200 -15%
MCA
1073
Mercer Capital Advisers
New Jersey
$755K – – –
PFS
1074
Prospera Financial Services
Texas
$754K -$49.6K -446 -6%
PHK
1075
Point72 Hong Kong
Hong Kong
$751K +$709K +6,391 +1,704%
41 42
43
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