PM icon

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 %
BC
1201
Burney Company
Virginia
$561K +$70.5K +668 +14%
MC
1202
Montag & Caldwell
Georgia
$560K +$21.1K +200 +4%
GC
1203
Garde Capital
Washington
$556K – – –
BJL
1204
Brighton Jones LLC
Washington
$553K +$4.12K +39 +0.8%
CCB
1205
Cutter & Co Brokerage
Missouri
$553K +$13.9K +132 +3%
SG
1206
StoneX Group
New York
$552K -$34.6K -328 -6%
WAP
1207
Wealthcare Advisory Partners
Pennsylvania
$550K +$221K +2,090 +67%
BHWM
1208
Bar Harbor Wealth Management
New Hampshire
$548K -$26.7K -253 -5%
CC
1209
Cognios Capital
Kansas
$547K -$859K -8,133 -61%
AI
1210
Accredited Investors
Minnesota
$546K -$2.54K -24 -0.5%
HBT
1211
Hills Bank & Trust
Iowa
$546K -$950 -9 -0.2%
FNFDCM
1212
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$544K – – –
SBWIC
1213
Schaper Benz & Wise Investment Counsel
Wisconsin
$544K +$46.7K +442 +9%
AAMA
1214
Advanced Asset Management Advisors
Ohio
$542K +$542K +5,133 New
WWM
1215
Willingdon Wealth Management
North Carolina
$540K +$13.2K +125 +3%
RGIA
1216
Rainier Group Investment Advisory
Washington
$538K – – –
CM
1217
Capital Management
Virginia
$538K +$106 +1 +0%
NAM
1218
NTV Asset Management
West Virginia
$537K +$317 +3 +0.1%
CAG
1219
Crestwood Advisors Group
Massachusetts
$537K +$34.4K +326 +7%
CHA
1220
Carmichael Hill & Associates
Maryland
$533K +$533K +5,044 New
GLI
1221
Guardian Life Insurance
New York
$531K +$158K +1,494 +42%
SI
1222
SII Investments
Wisconsin
$530K -$279K -2,630 -34%
TBNY
1223
Trustco Bank (New York)
New York
$530K – – –
AAIM
1224
American Assets Investment Management
California
$528K – – –
WAM
1225
Weatherly Asset Management
California
$526K -$2.12K -20 -0.4%
47 48
49
50 51