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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 %
PAS
1426
Professional Advisory Services
Florida
$261K – – –
AC
1427
Abbrea Capital
California
$258K +$4.48K +40 +2%
SI
1428
Sentry Investments
Ontario, Canada
$255K – – –
BIG
1429
Bellwether Investment Group
Tennessee
$255K – – –
RWA
1430
RGT Wealth Advisors
Texas
$254K – – –
AMIM
1431
Aull & Monroe Investment Management
Alabama
$252K +$666 +6 +0.3%
GRP
1432
Global Retirement Partners
California
$250K +$31.4K +283 +14%
PI
1433
Pettee Investors
Connecticut
$249K – – –
VCM
1434
Vivaldi Capital Management
Illinois
$247K -$44.3K -400 -15%
CAM
1435
Concorde Asset Management
Michigan
$246K +$54.3K +489 +28%
IA
1436
Independence Advisors
Pennsylvania
$245K +$6.33K +57 +3%
MIM
1437
Midwest Investment Management
Ohio
$244K -$11.1K -100 -4%
MC
1438
Matisse Capital
Oregon
$244K – – –
JSL
1439
JT Stratford LLC
Georgia
$244K +$2.44K +22 +1%
CICI
1440
Capital Investment Counsel Inc
North Carolina
$243K -$22.2K -200 -8%
PFM
1441
Peak Financial Management
Massachusetts
$243K – – –
WIC
1442
Woodmont Investment Counsel
Tennessee
$239K +$1.89K +17 +0.8%
HHGA
1443
Halbert Hargrove Global Advisors
California
$238K -$54K -487 -18%
AIS
1444
American Investment Services
Massachusetts
$238K +$886 +8 +0.4%
BWM
1445
BerganKDV Wealth Management
Minnesota
$238K +$22.2K +200 +10%
BEC
1446
Blue Edge Capital
Virginia
$238K – – –
CAM
1447
Cidel Asset Management
Ontario, Canada
$236K – – –
FPCP
1448
Fort Point Capital Partners
California
$236K +$236K +2,106 New
NI
1449
NFC Investments
Tennessee
$235K – – –
BCM
1450
Boltwood Capital Management
California
$234K – – –
56 57
58
59 60