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Philip Morris
PM

Overview Fund Activity

1,637 hedge funds and large institutions have $131B invested in Philip Morris in 2017 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 530 increasing their positions, 732 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,637
Holders Change
+27
Holders Change %
+1.68%
% of All Funds
40.87%
Holding in Top 10
104
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.89%
% of All Funds
2.6%
New
98
Increased
530
Reduced
732
Closed
56
Calls
$656M
Puts
$884M
Net Calls
-$228M
Net Calls Change
+$16.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$349M
2
BlackRock
BlackRock
New York
+$284M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$274M
4
Morgan Stanley
Morgan Stanley
New York
+$254M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$251M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.38B
2
Capital World Investors
Capital World Investors
California
-$350M
3
Bank of America
Bank of America
North Carolina
-$276M
4
Franklin Resources
Franklin Resources
California
-$235M
5
AL
AJO LP
Pennsylvania
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
1376
Capital Asset Advisory Services
Michigan
$307K -$12.7K -108 -4%
KCM
1377
Kornitzer Capital Management
Kansas
$305K -$41.1K -350 -12%
EF
1378
Empirical Finance
Pennsylvania
$304K +$304K +2,584 New
PTB
1379
Pioneer Trust Bank
Oregon
$302K -$22.2K -189 -7%
VIA
1380
Vident Investment Advisory
Georgia
$302K +$302K +2,574 New
AA
1381
Alesco Advisors
New York
$300K -$32.3K -275 -10%
LIM
1382
Loudon Investment Management
New Hampshire
$300K +$4.46K +38 +2%
JFGLC
1383
Johnson Financial Group LLC (Colorado)
Colorado
$299K -$60.5K -517 -17%
EWA
1384
Exencial Wealth Advisors
Oklahoma
$299K -$25.6K -218 -8%
WA
1385
WealthTrust Axiom
Pennsylvania
$295K – – –
KB
1386
Kimelman & Baird
New York
$295K – – –
BCM
1387
BTC Capital Management
Iowa
$295K – – –
BAM
1388
Brave Asset Management
New Jersey
$294K – – –
GWM
1389
GSB Wealth Management
Connecticut
$294K – – –
CVM
1390
Cheviot Value Management
California
$293K +$352 +3 +0.1%
MGIA
1391
Moneta Group Investment Advisors
Missouri
$292K – – –
FPFS
1392
First Personal Financial Services
North Carolina
$290K +$31.2K +266 +12%
PM
1393
Parametrica Management
Hong Kong
$290K +$290K +2,465 New
BEAM
1394
Baker Ellis Asset Management
Washington
$289K -$33.5K -285 -10%
LC
1395
Lincoln Capital
Nebraska
$289K – – –
FWM
1396
Focused Wealth Management
New York
$288K -$1.53K -13 -0.5%
CAM
1397
ClariVest Asset Management
California
$288K +$1.64K +14 +0.6%
KWM
1398
Kingsview Wealth Management
Oregon
$284K -$38.1K -325 -12%
RMCM
1399
Reynders McVeigh Capital Management
Massachusetts
$284K -$2K -17 -0.7%
AEPG
1400
American Economic Planning Group
New Jersey
$284K +$470 +4 +0.2%
54 55
56
57 58