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Philip Morris
PM

Overview Fund Activity

1,610 hedge funds and large institutions have $126B invested in Philip Morris in 2017 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 535 increasing their positions, 713 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,610
Holders Change
+67
Holders Change %
+4.34%
% of All Funds
40.14%
Holding in Top 10
106
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+47.22%
% of All Funds
2.64%
New
136
Increased
535
Reduced
713
Closed
53
Calls
$575M
Puts
$819M
Net Calls
-$244M
Net Calls Change
+$61.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.85B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$691M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$538M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$482M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$433M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$454M
2
Capital World Investors
Capital World Investors
California
-$325M
3
IFP
Independent Franchise Partners
United Kingdom
-$265M
4
VAM
Vontobel Asset Management
New York
-$204M
5
Capital International Investors
Capital International Investors
California
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1126
Garde Capital
Washington
$594K – – –
NFG
1127
Nadler Financial Group
Illinois
$584K -$2.15K -19 -0.4%
GW
1128
GW & Wade
Massachusetts
$581K -$547K -4,850 -49%
BCM
1129
Becker Capital Management
Oregon
$581K -$59.2K -525 -9%
BP
1130
Ballentine Partners
Massachusetts
$581K -$9.6K -85 -2%
FNFDCM
1131
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$581K +$33.8K +300 +6%
QI
1132
Quotient Investors
New York
$579K +$2.48K +22 +0.4%
RGIA
1133
Rainier Group Investment Advisory
Washington
$575K -$247K -2,190 -30%
LWM
1134
Lyell Wealth Management
California
$574K -$137K -1,200 -19%
CM
1135
Capital Management
Virginia
$574K +$113 +1 +0%
MMPW
1136
Mitchell McLeod Pugh & Williams
Alabama
$570K -$20.3K -180 -3%
TBNY
1137
Trustco Bank (New York)
New York
$566K -$15K -133 -3%
AAIM
1138
American Assets Investment Management
California
$565K – – –
RBC
1139
Ronald Blue & Co
Georgia
$564K +$45.2K +400 +9%
BII
1140
Bainco International Investors
Massachusetts
$562K -$33.9K -300 -6%
LIA
1141
LBMC Investment Advisors
Tennessee
$561K +$5.42K +48 +1%
ICM
1142
IMS Capital Management
Oregon
$561K +$76.8K +680 +16%
AIM
1143
Assured Investment Management
New York
$560K +$560K +4,959 New
CC
1144
Courier Capital
New York
$558K -$6.21K -55 -1%
WAM
1145
Weatherly Asset Management
California
$558K +$11.9K +105 +2%
PMFA
1146
Plante Moran Financial Advisors
Michigan
$556K +$8.69K +77 +2%
FIB
1147
First Interstate Bank
Montana
$556K +$294K +2,600 +112%
CAG
1148
Crestwood Advisors Group
Massachusetts
$553K -$50.3K -456 -8%
TFO
1149
Tarbox Family Office
California
$553K +$339 +3 +0.1%
PHK
1150
Point72 Hong Kong
Hong Kong
$553K +$435K +3,855 +369%
44 45
46
47 48