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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 %
IP
1401
Investment Partners
Ohio
$205K -$205K -2,245 -50%
PI
1402
Pettee Investors
Connecticut
$205K -$11.2K -123 -5%
SFSIG
1403
San Francisco Sentry Investment Group
California
$205K +$205K +2,232 New
CASB
1404
Cape Ann Savings Bank
Massachusetts
$204K +$204K +2,127 New
CW
1405
Cobiz Wealth
Colorado
$203K +$10.1K +110 +5%
CPIG
1406
Chicago Partners Investment Group
Illinois
$202K – – –
IWA
1407
Inspirion Wealth Advisors
Illinois
$201K – – –
MC
1408
Matisse Capital
Oregon
$201K – – –
AA
1409
Alesco Advisors
New York
$200K – – –
PFM
1410
Peak Financial Management
Massachusetts
$200K – – –
TAM
1411
Tealwood Asset Management
Minnesota
$200K +$200K +2,190 New
WC
1412
Whitnell & Co
Illinois
$183K – – –
AA
1413
AlphaMark Advisors
Kentucky
$178K +$13.7K +150 +8%
EWM
1414
Edge Wealth Management
New York
$174K – – –
LA
1415
Legacy Advisors
Pennsylvania
$172K +$172K +1,866 New
RP
1416
Rowlandmiller & Partners
Georgia
$172K -$45.7K -500 -21%
AC
1417
Alexandria Capital
Virginia
$171K -$37.6K -411 -18%
CBOA
1418
Commonwealth Bank of Australia
Australia
$171K -$36.2K -396 -17%
RFM
1419
Royal Fund Management
Florida
$170K +$170K +1,860 New
DBT
1420
Dubuque Bank & Trust
Iowa
$168K -$549 -6 -0.3%
SCA
1421
Stuart Chaussee & Associates
California
$162K -$933K -10,191 -85%
MFW
1422
Mosaic Family Wealth
Missouri
$160K – – –
MCM
1423
MV Capital Management
Maryland
$157K – – –
FPFS
1424
First Personal Financial Services
North Carolina
$152K +$5.13K +56 +3%
TCM
1425
Tradewinds Capital Management
Washington
$151K -$2.29K -25 -1%
55 56
57
58 59