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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 %
Koshinski Asset Management
1351
Koshinski Asset Management
Illinois
$380K +$82.7K +782 +28%
PM
1352
Parametrica Management
Hong Kong
$379K -$284K -2,686 -43%
CHAM
1353
Clear Harbor Asset Management
Connecticut
$379K – – –
TL
1354
TrueWealth LLC
Georgia
$379K +$379K +3,591 New
DJSG
1355
D.J. St. Germain
Massachusetts
$378K +$83.3K +789 +28%
SCM
1356
Stonebridge Capital Management
California
$376K – – –
FCAG
1357
First Capital Advisors Group
New Jersey
$375K +$5.18K +49 +1%
MWM
1358
Mission Wealth Management
California
$374K -$41.1K -389 -10%
FHC
1359
First Heartland Consultants
Missouri
$370K -$656K -6,213 -64%
OA
1360
Outfitter Advisors
Virginia
$370K – – –
SFG
1361
StrategIQ Financial Group
Indiana
$369K +$42.3K +400 +13%
MCP
1362
Mirador Capital Partners
California
$368K +$14.5K +137 +4%
PSF
1363
Pacific Sun Financial
California
$368K +$368K +3,483 New
OC
1364
Oakworth Capital
Alabama
$367K -$3.19K -31 -0.9%
OAM
1365
Occidental Asset Management
California
$367K – – –
SAM
1366
Summit Asset Management
Tennessee
$367K +$528 +5 +0.1%
FSA
1367
Financial Sense Advisors
California
$366K -$38.8K -367 -10%
SMC
1368
Smith, Moore & Co
Missouri
$362K -$56.3K -533 -13%
MCM
1369
Marathon Capital Management
Maryland
$358K +$5.27K +50 +1%
PCA
1370
Personal Capital Advisors
California
$358K +$6.45K +61 +2%
DE
1371
Day & Ennis
Georgia
$358K +$93K +881 +35%
ACG
1372
Allen Capital Group
Nebraska
$357K +$357K +3,381 New
CG
1373
Colony Group
Massachusetts
$356K -$301K -2,850 -46%
PGA
1374
Portland Global Advisors
Maine
$356K – – –
GA
1375
Gateway Advisory
New Jersey
$354K -$1.57M -14,887 -82%
53 54
55
56 57