PM icon

Philip Morris
PM

Overview Fund Activity

1,543 hedge funds and large institutions have $101B invested in Philip Morris in 2016 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 583 increasing their positions, 566 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,543
Holders Change
+30
Holders Change %
+1.98%
% of All Funds
38.63%
Holding in Top 10
72
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-18.18%
% of All Funds
1.8%
New
156
Increased
583
Reduced
566
Closed
102
Calls
$702M
Puts
$1.01B
Net Calls
-$306M
Net Calls Change
-$109M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$837M
2
Ameriprise
Ameriprise
Minnesota
+$444M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$243M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$239M
5
Asset Management One
Asset Management One
Japan
+$229M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$750M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$671M
3
MC
Maverick Capital
Texas
-$658M
4
MTB
Mizuho Trust & Banking
Japan
-$251M
5
TAM
Troy Asset Management
United Kingdom
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
1201
Alpha Omega Wealth Management
Virginia
$383K +$76.4K +834 +25%
WIM
1202
Westside Investment Management
California
$381K +$381K +4,210 New
PAS
1203
Partnervest Advisory Services
California
$380K -$22.4K -245 -6%
PIM
1204
Provident Investment Management
Michigan
$380K – – –
CS
1205
Credential Securities
$379K -$242K -2,647 -39%
SFM
1206
Signature Financial Management
Virginia
$376K -$176K -1,919 -32%
WC
1207
Whitney & Co
New York
$375K +$64K +700 +21%
GIA
1208
GHP Investment Advisors
Colorado
$372K +$372K +4,069 New
VIA
1209
Vident Investment Advisory
Georgia
$369K -$99K -1,082 -21%
SWA
1210
SFMG Wealth Advisors
Texas
$369K +$92 +1 +0%
MGIA
1211
Moneta Group Investment Advisors
Missouri
$369K +$171K +1,873 +87%
B
1212
Bailard
California
$368K – – –
OC
1213
Oarsman Capital
Wisconsin
$365K -$34.6K -378 -9%
SFS
1214
Summit Financial Strategies
Ohio
$364K +$2.47K +27 +0.7%
VFA
1215
Virtus Fund Advisers
Connecticut
$363K – – –
MIM
1216
Montgomery Investment Management
Maryland
$362K – – –
MML Investors Services
1217
MML Investors Services
Massachusetts
$362K +$362K +3,962 New
WCM
1218
Weatherstone Capital Management
Colorado
$356K +$19.8K +216 +6%
NA
1219
Navellier & Associates
Nevada
$355K -$22.7K -248 -6%
KP
1220
Keel Point
Alabama
$355K +$24K +262 +7%
ABTD
1221
Arvest Bank Trust Division
Oklahoma
$354K -$59K -645 -14%
OAM
1222
Occidental Asset Management
California
$354K -$22.2K -243 -6%
FM
1223
Family Management
New York
$350K +$3.29K +36 +0.9%
IWM
1224
IHT Wealth Management
Illinois
$349K +$349K +3,829 New
AWM
1225
Altavista Wealth Management
North Carolina
$347K -$15.5K -170 -4%
47 48
49
50 51