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Philip Morris
PM

Overview Fund Activity

1,543 hedge funds and large institutions have $101B invested in Philip Morris in 2016 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 583 increasing their positions, 566 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,543
Holders Change
+30
Holders Change %
+1.98%
% of All Funds
38.63%
Holding in Top 10
72
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-18.18%
% of All Funds
1.8%
New
156
Increased
583
Reduced
566
Closed
102
Calls
$702M
Puts
$1.01B
Net Calls
-$306M
Net Calls Change
-$109M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.79B
2
Ameriprise
Ameriprise
Minnesota
$2.06B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.5B
4
Vanguard Group
Vanguard Group
Pennsylvania
$9.58B
5
Asset Management One
Asset Management One
Japan
$259M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$6.74B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
MC
Maverick Capital
Texas
$3.28M
4
MTB
Mizuho Trust & Banking
Japan
$0
5
TAM
Troy Asset Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCF
1376
West Coast Financial
California
$220K +$5.57K +61 +3%
JAM
1377
Jolley Asset Management
North Carolina
$220K +$156K +1,705 +244%
AIA
1378
Armor Investment Advisors
North Carolina
$220K +$220K +2,400 New
BIG
1379
Bellwether Investment Group
Tennessee
$220K +$220K +2,408 New
CICI
1380
Capital Investment Counsel Inc
North Carolina
$219K – – –
CRC
1381
Curi RMB Capital
Illinois
$219K +$6.49K +71 +3%
RPG
1382
Risk Paradigm Group
Texas
$216K +$8.87K +97 +4%
KB
1383
Kimelman & Baird
New York
$215K -$36.1K -395 -14%
PAS
1384
Professional Advisory Services
Florida
$215K – – –
LIM
1385
Loudon Investment Management
New Hampshire
$214K +$10.7K +117 +5%
FIB
1386
First Interstate Bank
Montana
$213K -$1.36M -14,846 -86%
SGK
1387
Steigerwald Gordon & Koch
Virginia
$213K +$213K +2,326 New
PA
1388
Planning Alternatives
Michigan
$212K – – –
RW
1389
REDW Wealth
New Mexico
$212K +$212K +2,319 New
KL
1390
Kinsight LLC
Alabama
$211K – – –
RSVP
1391
Ramsay Stattman Vela & Price
Colorado
$210K -$20.5K -225 -9%
MIM
1392
Midwest Investment Management
Ohio
$210K -$16K -175 -7%
ZB
1393
Zions Bancorporation
Utah
$210K +$3.2K +35 +2%
LBG
1394
Lloyds Banking Group
United Kingdom
$209K -$10.4K -114 -5%
CCM
1395
Cribstone Capital Management
Maine
$209K – – –
NCM
1396
Novare Capital Management
North Carolina
$209K +$209K +2,287 New
WEC
1397
Winslow Evans & Crocker
Massachusetts
$208K -$155K -1,700 -43%
AEPG
1398
American Economic Planning Group
New Jersey
$208K +$365 +4 +0.2%
AMIM
1399
Aull & Monroe Investment Management
Alabama
$207K – – –
MVA
1400
Mount Vernon Associates
Maryland
$206K – – –
54 55
56
57 58