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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 %
Carson Wealth (CWM LLC)
1276
Carson Wealth (CWM LLC)
Nebraska
$464K -$16.1K -152 -3%
SCA
1277
Stonebridge Capital Advisors
Minnesota
$464K -$8.46K -80 -2%
BWL
1278
Bogart Wealth LLC
Virginia
$464K +$200K +1,899 +76%
BDS
1279
Banco de Sabadell
Florida
$461K +$461K +4,366 New
SMH
1280
Sanders Morris Harris
Texas
$460K -$135K -1,275 -23%
WA
1281
Wheatland Advisors
Pennsylvania
$460K +$317 +3 +0.1%
WPA
1282
Winning Points Advisors
Florida
$460K +$253K +2,400 +123%
MNBTD
1283
Moody National Bank Trust Division
Texas
$459K -$5.28K -50 -1%
LK
1284
Lumbard & Kellner
New Hampshire
$458K – – –
MWM
1285
Meridian Wealth Management
Kentucky
$455K -$756 -7 -0.2%
ANBT
1286
American National Bank & Trust
Texas
$454K +$49.6K +470 +12%
NFG
1287
Nadler Financial Group
Illinois
$453K -$10.7K -101 -2%
WTFG
1288
Wells Trecaso Financial Group
Ohio
$453K +$453K +4,284 New
RCM
1289
RB Capital Management
Nevada
$450K -$846 -8 -0.2%
JC
1290
Jacobs & Co
California
$449K – – –
BPB
1291
Badgley, Phelps & Bell
Washington
$449K +$47.6K +450 +12%
BFG
1292
Bouchey Financial Group
New York
$448K -$8.23K -78 -2%
PG
1293
Patten Group
Tennessee
$448K +$1.06K +10 +0.2%
NL
1294
NWAM LLC
Washington
$448K +$35.5K +336 +9%
ATFA
1295
All Terrain Financial Advisors
Minnesota
$447K +$447K +4,228 New
SFG
1296
Summit Financial Group
West Virginia
$444K -$39.5K -374 -8%
MCTIC
1297
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$444K – – –
AWA
1298
AmeriServ Wealth Advisors
Pennsylvania
$444K +$444K +4,320 New
RIS
1299
Retirement Income Solutions
Michigan
$441K +$441K +4,170 New
GEM
1300
Global Endowment Management
North Carolina
$437K -$1.27M -12,000 -74%
50 51
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