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Philip Morris
PM

Overview Fund Activity

1,610 hedge funds and large institutions have $126B invested in Philip Morris in 2017 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 535 increasing their positions, 713 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,610
Holders Change
+67
Holders Change %
+4.34%
% of All Funds
40.14%
Holding in Top 10
106
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+47.22%
% of All Funds
2.64%
New
136
Increased
535
Reduced
713
Closed
53
Calls
$575M
Puts
$819M
Net Calls
-$244M
Net Calls Change
+$61.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.85B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$691M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$538M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$482M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$433M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$454M
2
Capital World Investors
Capital World Investors
California
-$325M
3
IFP
Independent Franchise Partners
United Kingdom
-$265M
4
VAM
Vontobel Asset Management
New York
-$204M
5
Capital International Investors
Capital International Investors
California
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
1251
Pure Financial Advisors
California
$400K +$41.4K +367 +12%
RIA
1252
Regal Investment Advisors
Michigan
$400K +$52.3K +463 +15%
MWM
1253
Mission Wealth Management
California
$399K +$15.9K +141 +4%
FPS
1254
Fieldpoint Private Securities
Connecticut
$399K +$399K +3,531 New
EIA
1255
Edgemoor Investment Advisors
Maryland
$398K +$65.8K +583 +20%
PGA
1256
Portland Global Advisors
Maine
$396K – – –
DDC
1257
DF Dent & Co
Maryland
$394K +$10.2K +90 +3%
SMC
1258
Smith, Moore & Co
Missouri
$394K +$17.2K +152 +5%
GEA
1259
Glen Eagle Advisors
New Jersey
$394K – – –
FCAG
1260
First Capital Advisors Group
New Jersey
$393K – – –
CAM
1261
Concorde Asset Management
Michigan
$392K -$23K -203 -6%
FMW
1262
Farr Miller & Washington
District of Columbia
$391K +$391K +3,460 New
NL
1263
NWAM LLC
Washington
$389K -$19.9K -176 -5%
RB
1264
Rodgers Brothers
Pennsylvania
$389K – – –
MCP
1265
Mirador Capital Partners
California
$389K +$10.3K +91 +3%
EA
1266
Edge Advisors
Georgia
$388K +$77K +683 +25%
HBT
1267
Hills Bank & Trust
Iowa
$387K – – –
FA
1268
FCG Advisors
New Jersey
$385K -$13.3K -121 -3%
HIIFS
1269
Harel Insurance Investments & Financial Services
Israel
$384K +$384K +3,344 New
CSM
1270
CAMG Solamere Management
North Carolina
$382K +$6.45K +57 +2%
KA
1271
Kovack Advisors
Florida
$380K -$535K -4,729 -58%
JGIA
1272
Jackson Grant Investment Advisers
Connecticut
$379K -$7.56K -67 -2%
LAIC
1273
Lederer & Associates Investment Counsel
California
$378K – – –
CG
1274
CFO4Life Group
Texas
$378K +$378K +3,348 New
OC
1275
Oakworth Capital
Alabama
$374K -$5.53K -49 -1%
49 50
51
52 53