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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 %
CCP
1201
Clarkston Capital Partners
Michigan
$523K – – –
LP
1202
LMR Partners
United Kingdom
$522K -$1.85M -16,685 -78%
SBWIC
1203
Schaper Benz & Wise Investment Counsel
Wisconsin
$522K +$13.9K +125 +3%
FIB
1204
First Interstate Bank
Montana
$521K +$45.6K +411 +10%
BC
1205
Burney Company
Virginia
$519K +$7.37K +66 +1%
CNC
1206
Citizens & Northern Corp
Pennsylvania
$512K – – –
CIC
1207
Cornercap Investment Counsel
Georgia
$512K – – –
PMFA
1208
Plante Moran Financial Advisors
Michigan
$511K +$3.22K +29 +0.6%
TIA
1209
Tandem Investment Advisors
South Carolina
$509K -$59.1K -533 -10%
SFG
1210
Summit Financial Group
West Virginia
$509K – – –
CL
1211
CPWM LLC
Washington
$508K -$336K -3,024 -40%
CAL
1212
Capital Advisors Ltd
Ohio
$508K +$2.78K +25 +0.5%
Carson Wealth (CWM LLC)
1213
Carson Wealth (CWM LLC)
Nebraska
$505K +$30.9K +278 +7%
BCM
1214
Birmingham Capital Management
Alabama
$502K -$11.1K -100 -2%
VIM
1215
Veritas Investment Management
United Kingdom
$500K – – –
LA
1216
Lau Associates
Delaware
$497K -$111K -1,000 -18%
SCA
1217
Stonebridge Capital Advisors
Minnesota
$496K -$13.5K -122 -3%
BCM
1218
BTR Capital Management
California
$496K – – –
BMC
1219
Benin Management Corp
Connecticut
$494K -$133K -1,196 -21%
CCMD
1220
Cypress Capital Management (Delaware)
Delaware
$494K – – –
FPS
1221
Fieldpoint Private Securities
Connecticut
$492K +$112K +1,006 +29%
MNBTD
1222
Moody National Bank Trust Division
Texas
$488K -$167K -1,500 -25%
HFS
1223
Haverford Financial Services
Pennsylvania
$488K – – –
NFG
1224
Nadler Financial Group
Illinois
$487K -$86.1K -776 -15%
TWM
1225
Torch Wealth Management
Ohio
$486K -$55.5K -500 -10%
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