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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 %
VF
1351
Virtu Financial
New York
$299K -$1.62M -14,337 -84%
AWM
1352
AllSquare Wealth Management
New York
$298K – – –
CC
1353
Cornerstone Capital
California
$297K – – –
SI
1354
Scout Investments
Missouri
$296K -$179K -1,587 -38%
NWM
1355
Northwest Wealth Management
Iowa
$296K +$296K +2,625 New
JAM
1356
Jolley Asset Management
North Carolina
$294K +$22.6K +200 +8%
ST
1357
Sabal Trust
Florida
$294K +$294K +2,603 New
HHGA
1358
Halbert Hargrove Global Advisors
California
$293K -$47K -416 -14%
AC
1359
Abbrea Capital
California
$293K +$18.3K +161 +7%
SGK
1360
Steigerwald Gordon & Koch
Virginia
$292K +$29.4K +260 +11%
CGL
1361
Clarius Group LLC
Washington
$291K +$5.99K +53 +2%
IWA
1362
Intercontinental Wealth Advisors
Texas
$288K -$9.37K -83 -3%
KL
1363
Kinsight LLC
Alabama
$288K +$27.1K +240 +10%
RWP
1364
RWA Wealth Partners
Massachusetts
$285K +$285K +2,520 New
CIAS
1365
Capital Investment Advisory Services
North Carolina
$285K +$285K +2,521 New
BCM
1366
BTC Capital Management
Iowa
$284K -$39.6K -350 -12%
WA
1367
WealthTrust Axiom
Pennsylvania
$284K -$22.6K -200 -7%
KB
1368
Kimelman & Baird
New York
$284K +$18.1K +160 +7%
LIM
1369
Loudon Investment Management
New Hampshire
$284K +$19.7K +175 +7%
CCMD
1370
Cypress Capital Management (Delaware)
Delaware
$284K +$284K +2,514 New
Koshinski Asset Management
1371
Koshinski Asset Management
Illinois
$283K +$283K +2,507 New
CVM
1372
Cheviot Value Management
California
$282K -$18.9K -167 -6%
BAM
1373
Brave Asset Management
New Jersey
$282K – – –
GWM
1374
GSB Wealth Management
Connecticut
$282K – – –
MGIA
1375
Moneta Group Investment Advisors
Missouri
$280K -$175K -1,553 -38%
53 54
55
56 57