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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 %
WGCA
1376
Wolf Group Capital Advisors
Virginia
$354K -$14.7K -139 -4%
Fiera Capital (Canada)
1377
Fiera Capital (Canada)
Quebec, Canada
$354K +$6.03K +57 +2%
RIG
1378
Roosevelt Investment Group
New York
$350K +$39.1K +370 +13%
DWM
1379
Dynasty Wealth Management
Florida
$347K +$347K +3,285 New
JAM
1380
Jolley Asset Management
North Carolina
$346K -$73.9K -700 -18%
FSCM
1381
Front Street Capital Management
Montana
$346K – – –
DSN
1382
D. Scott Neal
Kentucky
$345K – – –
MLFP
1383
MPS Loria Financial Planners
Illinois
$345K +$2.33K +22 +0.7%
SWM
1384
Sanctuary Wealth Management
Idaho
$345K +$345K +3,270 New
AA
1385
Alesco Advisors
New York
$344K -$75.3K -713 -18%
SFM
1386
Signature Financial Management
Virginia
$343K -$449K -4,252 -57%
MMA
1387
Miracle Mile Advisors
California
$343K +$343K +3,245 New
EA
1388
Edge Advisors
Georgia
$342K +$16.6K +157 +5%
AWM
1389
Aevitas Wealth Management
Massachusetts
$342K +$342K +3,237 New
RB
1390
Rodgers Brothers
Pennsylvania
$342K +$342K +3,241 New
HFM
1391
Hartford Financial Management
Connecticut
$341K – – –
SP
1392
Successful Portfolios
Florida
$341K +$341K +3,225 New
Members Trust
1393
Members Trust
Florida
$339K +$7.94K +75 +2%
HCMT
1394
Highland Capital Management (Tennessee)
Tennessee
$339K +$339K +3,210 New
FMP
1395
Financial Management Professionals
Texas
$338K – – –
WC
1396
Whitney & Co
New York
$338K – – –
CCM
1397
Carlson Capital Management
Minnesota
$338K +$211 +2 +0.1%
AA
1398
Apriem Advisors
California
$337K -$15.4K -146 -4%
GIM
1399
Greylin Investment Management
Virginia
$337K – – –
AP
1400
Appleton Partners
Massachusetts
$336K -$8.98K -85 -3%
54 55
56
57 58