PM icon

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 %
FM
1251
Family Management
New York
$444K -$76.8K -692 -15%
CA
1252
Corrado Advisors
New Jersey
$444K +$5.55K +50 +1%
ACM
1253
Alethea Capital Management
Washington
$444K +$444K +3,996 New
MA
1254
Marshwinds Advisory
Georgia
$443K -$44.4K -400 -9%
JAM
1255
Jolley Asset Management
North Carolina
$442K +$69.4K +625 +19%
AA
1256
Alesco Advisors
New York
$441K +$158K +1,419 +56%
SMC
1257
Smith, Moore & Co
Missouri
$440K -$36.9K -332 -8%
VFA
1258
Virtus Fund Advisers
Connecticut
$439K – – –
KC
1259
Kingfisher Capital
North Carolina
$438K +$16.8K +151 +4%
MWM
1260
Mission Wealth Management
California
$436K -$7.65K -69 -2%
PFA
1261
Pure Financial Advisors
California
$435K -$10.1K -91 -2%
CCM
1262
Copeland Capital Management
Pennsylvania
$433K -$156K -1,402 -26%
NL
1263
NWAM LLC
Washington
$433K -$4K -36 -0.9%
CCG
1264
Ceeto Capital Group
Florida
$433K +$433K +3,900 New
FMW
1265
Farr Miller & Washington
District of Columbia
$428K -$3.89K -35 -0.9%
EDRIA
1266
Edmonds Duncan Registered Investment Advisors
Kansas
$426K – – –
CCT
1267
Chemung Canal Trust
New York
$425K -$72.5K -654 -15%
FSA
1268
Financial Sense Advisors
California
$425K +$111 +1 +0%
ANBT
1269
American National Bank & Trust
Texas
$425K +$244K +2,203 +135%
BPB
1270
Badgley, Phelps & Bell
Washington
$421K -$89.8K -810 -18%
OC
1271
Oakworth Capital
Alabama
$421K – – –
PAM
1272
Premier Asset Management
Illinois
$419K – – –
PHAM
1273
Palisades Hudson Asset Management
Florida
$419K – – –
DCM
1274
Driehaus Capital Management
Illinois
$417K -$29.8K -269 -7%
FAG
1275
Financial Advisory Group
Texas
$414K -$80.5K -724 -16%
49 50
51
52 53