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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 %
FWP
1151
FAS Wealth Partners
Kansas
$608K +$1.11K +10 +0.2%
BHWM
1152
Bar Harbor Wealth Management
New Hampshire
$604K -$75K -676 -11%
SSW
1153
Smith Shellnut Wilson
Mississippi
$600K -$22.1K -199 -4%
IH
1154
IFC Holdings
Florida
$600K +$12.3K +111 +2%
WPIC
1155
White Pine Investment Company
Michigan
$598K – – –
MWM
1156
Merriman Wealth Management
Washington
$595K +$595K +5,361 New
CL
1157
Croft-Leominster
Maryland
$594K -$76K -685 -11%
AFNAS
1158
American Financial Network Advisory Services
California
$592K +$592K +5,330 New
DW
1159
Domani Wealth
Pennsylvania
$591K -$199K -1,790 -25%
WPP
1160
Whalerock Point Partners
Rhode Island
$590K -$43.4K -390 -7%
AFS
1161
Access Financial Services
Minnesota
$587K +$25.4K +229 +5%
GC
1162
Garde Capital
Washington
$584K -$5.55K -50 -0.9%
BP
1163
Ballentine Partners
Massachusetts
$584K +$13.1K +118 +2%
Marshall Wace
1164
Marshall Wace
United Kingdom
$583K -$1.26M -11,341 -68%
TCOT
1165
Trust Company of Toledo
Ohio
$577K -$27.5K -248 -5%
AI
1166
Accredited Investors
Minnesota
$577K -$18.2K -164 -3%
BJL
1167
Brighton Jones LLC
Washington
$577K -$16.9K -152 -3%
NAM
1168
NorthCoast Asset Management
Connecticut
$576K +$576K +5,192 New
HBT
1169
Hills Bank & Trust
Iowa
$575K -$5.55K -50 -1%
TBA
1170
Train Babcock Advisors
New York
$574K -$72.1K -650 -11%
FNFDCM
1171
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$572K – – –
MC
1172
Montag & Caldwell
Georgia
$566K -$22.2K -200 -4%
CCB
1173
Cutter & Co Brokerage
Missouri
$566K -$21.2K -191 -4%
RGIA
1174
Rainier Group Investment Advisory
Washington
$566K – – –
CM
1175
Capital Management
Virginia
$565K +$111 +1 +0%
45 46
47
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