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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 %
PI
1401
Pettee Investors
Connecticut
$254K – – –
SFSIG
1402
San Francisco Sentry Investment Group
California
$253K +$1.02K +9 +0.4%
N
1403
Natixis
France
$252K -$130M -1,219,150 -100%
CCM
1404
Cribstone Capital Management
Maine
$252K – – –
BCM
1405
Boltwood Capital Management
California
$252K +$252K +2,237 New
RWA
1406
RGT Wealth Advisors
Texas
$250K +$250K +2,219 New
FPFS
1407
First Personal Financial Services
North Carolina
$249K +$61.6K +545 +33%
RGNCM
1408
R.G. Niederhoffer Capital Management
New York
$249K +$249K +2,200 New
MC
1409
Matisse Capital
Oregon
$248K – – –
IWA
1410
Inspirion Wealth Advisors
Illinois
$248K +$339 +3 +0.1%
PFM
1411
Peak Financial Management
Massachusetts
$247K – – –
GWS
1412
Glassman Wealth Services
Virginia
$246K +$124K +1,096 +101%
JWA
1413
JFS Wealth Advisors
Pennsylvania
$244K – – –
IA
1414
Independence Advisors
Pennsylvania
$244K +$244K +2,162 New
PFGIA
1415
Patriot Financial Group Insurance Agency
Massachusetts
$243K -$38.6K -340 -14%
DBT
1416
Dubuque Bank & Trust
Iowa
$243K +$36K +319 +17%
LBC
1417
Lawrence B. Cohen
$243K +$243K +2,148 New
MAM
1418
Morse Asset Management
Connecticut
$243K +$243K +2,150 New
BEC
1419
Blue Edge Capital
Virginia
$242K +$242K +2,140 New
AIS
1420
American Investment Services
Massachusetts
$241K +$241K +2,131 New
CASB
1421
Cape Ann Savings Bank
Massachusetts
$240K – – –
MA
1422
MCF Advisors
Kentucky
$240K +$64.9K +575 +37%
SGCA
1423
Steel Grove Capital Advisors
Tennessee
$240K +$240K +2,103 New
PA
1424
Planning Alternatives
Michigan
$239K -$22.6K -200 -9%
NI
1425
NFC Investments
Tennessee
$239K +$239K +2,115 New
55 56
57
58 59