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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 %
RPC
1226
Rossmore Private Capital
Connecticut
$525K +$525K +4,973 New
CCT
1227
Country Club Trust
Missouri
$522K – – –
SAM
1228
Stansberry Asset Management
Texas
$521K +$521K +4,932 New
FRM
1229
Fox Run Management
Connecticut
$519K -$1.74M -16,489 -77%
TFO
1230
Tarbox Family Office
California
$519K -$4.33K -41 -0.8%
HI
1231
Hendershot Investments
Virginia
$519K – – –
CCM
1232
Copeland Capital Management
Pennsylvania
$517K +$105K +996 +26%
HAM
1233
Highstreet Asset Management
Ontario, Canada
$515K -$110K -1,039 -18%
AFNAS
1234
American Financial Network Advisory Services
California
$515K -$47.6K -451 -8%
BCM
1235
Bienville Capital Management
New York
$514K – – –
SCP
1236
Seizert Capital Partners
Michigan
$513K – – –
ANRIA
1237
American National Registered Investment Advisor
Texas
$512K – – –
NA
1238
Navellier & Associates
Nevada
$511K +$83.2K +787 +19%
AC
1239
Avestar Capital
New York
$508K +$508K +4,884 New
LPIC
1240
LeJeune Puetz Investment Counsel
Michigan
$507K +$1.48K +14 +0.3%
TWM
1241
Torch Wealth Management
Ohio
$499K +$37K +350 +8%
CCP
1242
Clarkston Capital Partners
Michigan
$498K – – –
VIA
1243
Vident Investment Advisory
Georgia
$496K +$127K +1,206 +35%
TIA
1244
Tandem Investment Advisors
South Carolina
$495K +$10K +95 +2%
GTAM
1245
Global Trust Asset Management
Florida
$494K +$494K +4,680 New
PMFA
1246
Plante Moran Financial Advisors
Michigan
$492K +$6.23K +59 +1%
BC
1247
Burleson & Co
California
$492K +$492K +4,656 New
CA
1248
Clearstead Advisors
Ohio
$490K -$37.3K -353 -7%
MSR
1249
Main Street Research
Connecticut
$489K -$29.6K -280 -6%
CIC
1250
Cornercap Investment Counsel
Georgia
$488K – – –
48 49
50
51 52