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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 %
NWP
1076
Northstar Wealth Partners
Connecticut
$795K +$14.1K +135 +2%
DA
1077
Dillon & Associates
Michigan
$794K – – –
CAM
1078
Chesapeake Asset Management
New York
$793K -$47K -445 -6%
BB
1079
Busey Bank
Illinois
$792K +$33.7K +319 +4%
SSWM
1080
Sheets Smith Wealth Management
North Carolina
$791K +$4.33K +41 +0.6%
JIC
1081
Joel Isaacson & Co
New York
$788K -$55.7K -527 -7%
BCP
1082
Berkeley Capital Partners
Georgia
$786K +$66.4K +628 +9%
KFGK
1083
Keystone Financial Group (Kentucky)
Kentucky
$786K +$786K +7,546 New
GC
1084
Grimes & Company
Massachusetts
$779K +$18.7K +177 +2%
TFA
1085
Toth Financial Advisory
Virginia
$777K -$35.7K -338 -4%
PFS
1086
Physicians Financial Services
North Carolina
$777K -$7.93K -75 -1%
NONA
1087
Ninety One North America
New York
$776K +$776K +7,344 New
CAM
1088
Columbia Asset Management
Michigan
$774K -$10.5K -99 -1%
RIM
1089
Regent Investment Management
Kentucky
$773K +$21.1K +200 +3%
BPM
1090
Bowling Portfolio Management
Ohio
$766K -$8.35K -79 -1%
AB
1091
Atlas Brown
Kentucky
$763K +$73K +660 +11%
FSA
1092
Franklin Street Advisors
North Carolina
$760K +$15.5K +147 +2%
CI
1093
CAZ Investments
Texas
$755K – – –
PAMG
1094
Patton Albertson Miller Group
Tennessee
$753K -$442K -4,180 -37%
BKA
1095
Brick & Kyle Associates
Pennsylvania
$753K +$4.44K +42 +0.6%
EHC
1096
Everett Harris & Co
California
$752K -$21.1K -200 -3%
DY
1097
Dowling & Yahnke
California
$752K -$10.8K -102 -1%
BIM
1098
Barton Investment Management
Pennsylvania
$749K – – –
WG
1099
Welch Group
Alabama
$748K +$26.3K +249 +4%
GW
1100
GW & Wade
Massachusetts
$744K -$9.19K -87 -1%
42 43
44
45 46