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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 %
H
1151
HoyleCohen
California
$652K +$652K +6,174 New
CA
1152
Callahan Advisors
Texas
$649K – – –
FWP
1153
FAS Wealth Partners
Kansas
$649K +$69.5K +657 +12%
ACM
1154
Armbruster Capital Management
New York
$645K -$22.2K -210 -3%
MWM
1155
Merriman Wealth Management
Washington
$644K +$77.6K +735 +14%
IWM
1156
IHT Wealth Management
Illinois
$639K +$132K +1,271 +26%
CC
1157
Courier Capital
New York
$637K +$10.7K +101 +2%
PFS
1158
Prospera Financial Services
Texas
$636K -$74.5K -711 -10%
NQWM
1159
Northwest Quadrant Wealth Management
Oregon
$634K -$3.95K -40 -0.6%
RC
1160
RBF Capital
California
$634K – – –
CCS
1161
Crosspoint Capital Strategies
California
$634K – – –
NDSI
1162
Newman Dignan & Sheerar Inc
Rhode Island
$631K +$1.8K +17 +0.3%
DOA
1163
D'Orazio & Associates
Virginia
$630K -$11.2K -106 -2%
PTC
1164
Philadelphia Trust Company
Pennsylvania
$629K -$65.2K -617 -9%
WA
1165
Wealth Architects
California
$629K – – –
CHC
1166
City Holding Co
West Virginia
$626K -$41.5K -393 -6%
CBT
1167
Central Bank & Trust
Kentucky
$626K -$18.8K -178 -3%
MF
1168
Magnetar Financial
Illinois
$626K -$4.65K -44 -0.7%
ESBC
1169
E.S. Barr & Co
Kentucky
$626K +$43.9K +416 +8%
PFSC
1170
Peoples Financial Services Corp
Pennsylvania
$624K – – –
FHA
1171
Flagship Harbor Advisors
Massachusetts
$624K +$42.6K +411 +7%
ICM
1172
IMS Capital Management
Oregon
$620K – – –
BFG
1173
Beacon Financial Group
Texas
$619K -$127K -1,207 -17%
TIAAOA
1174
Teachers Insurance & Annuity Association of America
New York
$614K +$614K +5,804 New
Holocene Advisors
1175
Holocene Advisors
New York
$614K +$614K +5,812 New
45 46
47
48 49