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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 %
WA
1126
Wealth Architects
California
$661K +$34.9K +314 +6%
MIM
1127
Marco Investment Management
Georgia
$659K -$79.8K -719 -11%
WOC
1128
West Oak Capital
California
$659K -$17.3K -156 -3%
DWM
1129
Doyle Wealth Management
Florida
$658K +$62.5K +563 +10%
CC
1130
Courier Capital
New York
$658K +$108K +972 +20%
HAM
1131
Highstreet Asset Management
Ontario, Canada
$656K -$82.1K -740 -11%
PFSC
1132
Peoples Financial Services Corp
Pennsylvania
$656K – – –
ICM
1133
IMS Capital Management
Oregon
$651K +$93.9K +846 +17%
RWM
1134
Ritholtz Wealth Management
New York
$647K +$14.1K +127 +2%
OFW
1135
Omnia Family Wealth
Florida
$643K -$21K -187 -3%
PFBT
1136
Parkside Financial Bank & Trust
Missouri
$640K -$6.88K -62 -1%
DHFB
1137
Dixon Hubard Feinour & Brown
Virginia
$638K – – –
WCM
1138
Wallace Capital Management
Texas
$636K – – –
FHA
1139
Flagship Harbor Advisors
Massachusetts
$635K +$46.1K +407 +8%
PWLP
1140
Prio Wealth Limited Partnership
Massachusetts
$633K -$77.7K -700 -11%
EGA
1141
E&G Advisors
Texas
$633K +$633K +5,700 New
MBT
1142
Montecito Bank & Trust
California
$628K -$5.99K -54 -0.9%
CG
1143
Cutler Group
California
$625K +$138K +1,246 +28%
SMH
1144
Sanders Morris Harris
Texas
$624K -$22.2K -200 -3%
LC
1145
Lourd Capital
California
$622K +$1.44K +13 +0.2%
SG
1146
StoneX Group
New York
$616K -$1.46M -13,189 -70%
TCM
1147
Tanaka Capital Management
New York
$616K -$5K -45 -0.8%
HCM
1148
Howland Capital Management
Massachusetts
$615K +$11.1K +100 +2%
EB
1149
Eastern Bank
Massachusetts
$614K -$27.6K -249 -4%
ESBC
1150
E.S. Barr & Co
Kentucky
$612K -$27.8K -250 -4%
44 45
46
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