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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 %
RIA
1326
Regal Investment Advisors
Michigan
$410K +$21.5K +204 +6%
LA
1327
Lau Associates
Delaware
$408K -$64.4K -610 -14%
FMW
1328
Farr Miller & Washington
District of Columbia
$407K – – –
CC
1329
Cornerstone Capital
California
$404K +$68.5K +649 +20%
PCAP
1330
Pratt Collard Advisory Partners
New York
$401K +$401K +3,799 New
PAM
1331
Premier Asset Management
Illinois
$399K – – –
PHAM
1332
Palisades Hudson Asset Management
Florida
$399K – – –
RWA
1333
River Wealth Advisors
Pennsylvania
$398K +$11.2K +106 +3%
DCM
1334
Driehaus Capital Management
Illinois
$397K – – –
PGWM
1335
Parisi Gray Wealth Management
New Jersey
$397K +$397K +3,803 New
FAT
1336
First American Trust
California
$395K +$52.9K +500 +15%
SCM
1337
Southport Capital Management
Tennessee
$395K +$64.9K +615 +20%
CF
1338
Centaurus Financial
California
$395K +$395K +3,739 New
FAG
1339
Financial Advisory Group
Texas
$394K – – –
CWM
1340
Capital Wealth Management
Rhode Island
$391K +$391K +3,700 New
VC
1341
Vicus Capital
Pennsylvania
$389K +$389K +3,678 New
KL
1342
KWMG LLC
Kansas
$388K +$4.23K +40 +1%
EWM
1343
Empirical Wealth Management
Washington
$388K +$178K +1,680 +84%
WC
1344
Weil Company
California
$386K +$386K +3,649 New
PCM
1345
Princeton Capital Management
New Jersey
$386K +$386K +3,651 New
BEC
1346
Blue Edge Capital
Virginia
$385K +$158K +1,500 +70%
HIC
1347
Holderness Investments Company
North Carolina
$384K +$23.8K +225 +7%
B
1348
Bailard
California
$382K -$56.8K -537 -13%
SC
1349
Scholtz & Company
Connecticut
$382K +$382K +3,615 New
BHTS
1350
Bar Harbor Trust Services
Maine
$381K – – –
52 53
54
55 56