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Philip Morris
PM

Overview Fund Activity

1,628 hedge funds and large institutions have $125B invested in Philip Morris in 2017 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 607 increasing their positions, 657 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,628
Holders Change
-9
Holders Change %
-0.55%
% of All Funds
40.65%
Holding in Top 10
78
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-25%
% of All Funds
1.95%
New
81
Increased
607
Reduced
657
Closed
71
Calls
$661M
Puts
$959M
Net Calls
-$298M
Net Calls Change
-$70.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$498M
2
Bank of America
Bank of America
North Carolina
+$453M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
+$327M
4
TAM
Troy Asset Management
United Kingdom
+$244M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$218M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$967M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$685M
3
Deutsche Bank
Deutsche Bank
Germany
-$235M
4
Morgan Stanley
Morgan Stanley
New York
-$205M
5
PI
Putnam Investments
Massachusetts
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
DE
1401
Day & Ennis
Georgia
$279K -$77.7K -699 -22%
WA
1402
WealthTrust Axiom
Pennsylvania
$279K – – –
BAM
1403
Brave Asset Management
New Jersey
$279K +$1.22K +11 +0.4%
PAG
1404
Private Advisory Group
Washington
$279K +$279K +2,519 New
GWM
1405
GSB Wealth Management
Connecticut
$278K – – –
KWM
1406
Kingsview Wealth Management
Oregon
$278K +$8.89K +80 +3%
NFG
1407
Nations Financial Group
Iowa
$276K -$32.1K -289 -10%
FPFS
1408
First Personal Financial Services
North Carolina
$275K +$1.22K +11 +0.4%
BEAM
1409
Baker Ellis Asset Management
Washington
$273K – – –
LC
1410
Lincoln Capital
Nebraska
$273K – – –
RW
1411
REDW Wealth
New Mexico
$273K +$22.2K +200 +9%
TCB
1412
Texas Capital Bancshares
Texas
$271K +$271K +2,445 New
AWA
1413
Arete Wealth Advisors
Illinois
$271K +$271K +2,446 New
LIM
1414
Loudon Investment Management
New Hampshire
$270K -$13.9K -125 -5%
RMCM
1415
Reynders McVeigh Capital Management
Massachusetts
$268K – – –
AEPG
1416
American Economic Planning Group
New Jersey
$268K +$443 +4 +0.2%
SGK
1417
Steigerwald Gordon & Koch
Virginia
$267K -$44.7K -402 -14%
LAIC
1418
Lederer & Associates Investment Counsel
California
$265K -$44.4K -400 -14%
CAM
1419
ClariVest Asset Management
California
$263K -$10K -90 -4%
BWM
1420
Baystate Wealth Management
Massachusetts
$263K +$30.1K +265 +13%
JWM
1421
Janiczek Wealth Management
Colorado
$262K – – –
RWM
1422
Rench Wealth Management
Texas
$262K +$222 +2 +0.1%
KB
1423
Kimelman & Baird
New York
$261K -$17.7K -160 -6%
TIM
1424
Thompson Investment Management
Wisconsin
$261K – – –
WCF
1425
West Coast Financial
California
$261K – – –
55 56
57
58 59