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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 %
LC
1376
Lincoln Capital
Nebraska
$278K – – –
FWM
1377
Focused Wealth Management
New York
$278K +$564 +5 +0.2%
CAM
1378
ClariVest Asset Management
California
$276K -$239K -2,109 -46%
CA
1379
Capital Advantage
California
$276K -$19.8K -175 -7%
KA
1380
Klingman & Associates
New York
$276K +$2.94K +26 +1%
HVIA
1381
Hudson Valley Investment Advisors
New York
$275K -$33.8K -300 -11%
RMCM
1382
Reynders McVeigh Capital Management
Massachusetts
$275K -$14.1K -125 -5%
IP
1383
Investment Partners
Ohio
$275K +$21.9K +194 +9%
AEPG
1384
American Economic Planning Group
New Jersey
$272K +$14.7K +130 +6%
SCM
1385
Stonebridge Capital Management
California
$271K – – –
PCMC
1386
Paragon Capital Management (Colorado)
Colorado
$271K +$271K +2,402 New
CICI
1387
Capital Investment Counsel Inc
North Carolina
$270K – – –
BO
1388
Bank OZK
Arkansas
$267K +$267K +2,362 New
RWM
1389
Rench Wealth Management
Texas
$266K -$17.2K -152 -6%
TIM
1390
Thompson Investment Management
Wisconsin
$265K -$45.2K -400 -15%
WCF
1391
West Coast Financial
California
$265K -$6.89K -61 -3%
BIG
1392
Bellwether Investment Group
Tennessee
$265K -$6.89K -61 -3%
PAS
1393
Professional Advisory Services
Florida
$265K – – –
JSL
1394
JT Stratford LLC
Georgia
$260K -$31.9K -283 -11%
AIA
1395
Armor Investment Advisors
North Carolina
$260K -$11.3K -100 -4%
CPIG
1396
Chicago Partners Investment Group
Illinois
$260K +$11.3K +100 +5%
MIM
1397
Midwest Investment Management
Ohio
$259K – – –
RW
1398
REDW Wealth
New Mexico
$255K -$7.24K -64 -3%
AMIM
1399
Aull & Monroe Investment Management
Alabama
$255K – – –
MVA
1400
Mount Vernon Associates
Maryland
$254K – – –
54 55
56
57 58