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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 %
FMII
1401
Farmers & Merchants Investments Inc
Nebraska
$336K +$17.2K +163 +5%
WWM
1402
Windsor Wealth Management
Indiana
$336K +$336K +3,183 New
S
1403
SimplyRich
California
$334K +$334K +3,157 New
HI
1404
Hudock Inc
Pennsylvania
$333K +$843 +8 +0.3%
OC
1405
Oarsman Capital
Wisconsin
$332K – – –
AOWM
1406
Alpha Omega Wealth Management
Virginia
$331K +$26.3K +249 +9%
HA
1407
Hamel Associates
New Jersey
$330K -$25.4K -240 -7%
CHP
1408
Cable Hill Partners
Oregon
$330K -$8.91K -86 -3%
JWA
1409
JFS Wealth Advisors
Pennsylvania
$330K +$7.94K +75 +2%
KF
1410
Krilogy Financial
Missouri
$329K -$32.3K -306 -9%
YWP
1411
YorkBridge Wealth Partners
New York
$329K +$22.2K +225 +7%
CSM
1412
CAMG Solamere Management
North Carolina
$328K -$24.1K -228 -7%
KFA
1413
Kays Financial Advisory
Georgia
$328K +$137K +1,300 +72%
AF
1414
Allworth Financial
California
$327K – – –
PP
1415
Pegasus Partners
Wisconsin
$325K -$9.09K -86 -3%
IFS
1416
Ifrah Financial Services
Arkansas
$325K – – –
NEPWA
1417
New England Private Wealth Advisors
Massachusetts
$323K – – –
HCM
1418
Hodges Capital Management
Texas
$322K -$65.8K -623 -17%
FA
1419
FCG Advisors
New Jersey
$320K -$20.6K -201 -6%
CAW
1420
Cornerstone Advisors (Washington)
Washington
$320K -$2.74K -26 -0.9%
MBA
1421
McQueen Ball & Associates
Pennsylvania
$320K – – –
SMFS
1422
Squar Milner Financial Services
California
$319K +$319K +2,935 New
MMM
1423
Mendel Money Management
Illinois
$319K +$319K +3,020 New
JFGLC
1424
Johnson Financial Group LLC (Colorado)
Colorado
$318K -$9.2K -87 -3%
KP
1425
Keel Point
Alabama
$317K -$74.2K -703 -19%
55 56
57
58 59