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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 %
LWM
1176
Lyell Wealth Management
California
$564K -$21.6K -193 -4%
NAM
1177
NTV Asset Management
West Virginia
$563K -$32.8K -296 -6%
LIA
1178
LBMC Investment Advisors
Tennessee
$560K +$3.89K +35 +0.7%
TBNY
1179
Trustco Bank (New York)
New York
$557K – – –
AAIM
1180
American Assets Investment Management
California
$555K – – –
WAM
1181
Weatherly Asset Management
California
$554K – – –
CA
1182
Clearstead Advisors
Ohio
$554K +$3.66K +33 +0.7%
WWM
1183
Willingdon Wealth Management
North Carolina
$553K +$38.7K +349 +8%
MMPW
1184
Mitchell McLeod Pugh & Williams
Alabama
$552K -$2.89K -26 -0.5%
IWM
1185
IHT Wealth Management
Illinois
$551K -$152K -1,340 -22%
TFO
1186
Tarbox Family Office
California
$550K +$6.33K +57 +1%
CCT
1187
Country Club Trust
Missouri
$548K +$353K +3,179 +181%
HI
1188
Hendershot Investments
Virginia
$546K +$13.9K +125 +3%
BFM
1189
Boothbay Fund Management
New York
$545K -$264K -2,378 -33%
MSR
1190
Main Street Research
Connecticut
$545K -$135K -1,217 -20%
ACP
1191
Aviance Capital Partners
Florida
$545K +$333 +3 +0.1%
FP
1192
FDO Partners
Massachusetts
$542K +$542K +4,879 New
BCM
1193
Bienville Capital Management
New York
$540K +$22.5K +201 +4%
SCP
1194
Seizert Capital Partners
Michigan
$539K -$137K -1,236 -20%
ANRIA
1195
American National Registered Investment Advisor
Texas
$538K -$166K -1,500 -24%
WFG
1196
Wills Financial Group
Virginia
$532K -$265K -2,389 -33%
LPIC
1197
LeJeune Puetz Investment Counsel
Michigan
$532K – – –
CAG
1198
Crestwood Advisors Group
Massachusetts
$529K -$15K -135 -3%
HCA
1199
Harbour Capital Advisors
Virginia
$526K -$288K -2,599 -35%
CC
1200
Cadinha & Co
Hawaii
$525K -$139K -1,256 -21%
46 47
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