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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 %
AWE
1176
Avidian Wealth Enterprises
Texas
$513K +$232K +2,054 +83%
SFG
1177
SevenBridge Financial Group
Pennsylvania
$510K -$343K -3,017 -40%
CAL
1178
Capital Advisors Ltd
Ohio
$510K +$3.61K +32 +0.7%
VIM
1179
Veritas Investment Management
United Kingdom
$508K – – –
FAG
1180
Financial Advisory Group
Texas
$502K +$791 +7 +0.2%
LK
1181
Lumbard & Kellner
New Hampshire
$502K +$16.8K +149 +3%
4IG
1182
440 Investment Group
Kansas
$502K +$502K +4,450 New
HFS
1183
Haverford Financial Services
Pennsylvania
$497K -$3.05K -27 -0.6%
MA
1184
Marshwinds Advisory
Georgia
$495K -$33.9K -300 -6%
TIA
1185
Tandem Investment Advisors
South Carolina
$494K -$183K -1,623 -27%
TCOT
1186
Trust Company of Toledo
Ohio
$493K +$11.3K +100 +2%
Hudson Bay Capital Management
1187
Hudson Bay Capital Management
Connecticut
$491K -$1.33M -11,749 -73%
WA
1188
Wheatland Advisors
Pennsylvania
$491K +$204K +1,804 +71%
PG
1189
Patten Group
Tennessee
$490K +$11.6K +102 +2%
CA
1190
Corrado Advisors
New Jersey
$490K +$12.4K +110 +3%
RCWMU
1191
Rothschild & Co Wealth Management (UK)
United Kingdom
$489K -$14.1K -125 -3%
MWM
1192
Meridian Wealth Management
Kentucky
$487K +$180K +1,592 +59%
WWM
1193
Willingdon Wealth Management
North Carolina
$486K +$486K +4,302 New
H
1194
Hexavest
Quebec, Canada
$485K -$50.8K -450 -9%
RIM
1195
Rampart Investment Management
Connecticut
$485K +$485K +4,299 New
PB
1196
Pinnacle Bancorp
Nebraska
$483K +$483K +4,280 New
JC
1197
Jacobs & Co
California
$479K -$39.4K -350 -8%
BFG
1198
Bouchey Financial Group
New York
$479K – – –
SWA
1199
SFMG Wealth Advisors
Texas
$476K +$20.8K +184 +5%
RCM
1200
RB Capital Management
Nevada
$473K -$2.48K -22 -0.5%
46 47
48
49 50