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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 %
LP
1476
LGL Partners
Pennsylvania
$204K +$204K +1,804 New
CIC
1477
Chase Investment Counsel
Virginia
$203K +$203K +1,800 New
IAS
1478
IMA Advisory Services
Colorado
$203K +$203K +1,800 New
JIP
1479
Jaffetilchin Investment Partners
Florida
$203K +$203K +1,801 New
CG
1480
Corundum Group
Colorado
$202K +$202K +1,786 New
HF
1481
HRT Financial
New York
$201K +$201K +1,788 New
WCM
1482
Weatherstone Capital Management
Colorado
$200K -$240K -2,122 -55%
WFG
1483
Windsor Financial Group
Minnesota
$200K +$200K +1,775 New
SIAP
1484
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$199K +$37.4K +332 +23%
GBBWRPM
1485
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$198K +$84.9K +750 +75%
MFW
1486
Mosaic Family Wealth
Missouri
$197K – – –
ANBT
1487
American National Bank & Trust
Texas
$196K +$32.4K +287 +20%
GRP
1488
Global Retirement Partners
California
$189K +$30.9K +273 +20%
TCM
1489
Tradewinds Capital Management
Washington
$186K – – –
MCM
1490
MV Capital Management
Maryland
$184K -$9.59K -85 -5%
RPG
1491
Risk Paradigm Group
Texas
$176K -$90.8K -804 -34%
TC
1492
Trust Company
Kansas
$174K +$10.2K +90 +6%
NC
1493
NewSquare Capital
Pennsylvania
$172K – – –
LA
1494
Legacy Advisors
Pennsylvania
$170K -$41.5K -366 -20%
ATC
1495
Adirondack Trust Company
New York
$169K – – –
CPA
1496
Cowen Prime Advisors
New York
$158K – – –
RBC
1497
Roble Belko & Company
Pennsylvania
$158K +$225 +2 +0.1%
NCM
1498
Nelson Capital Management
California
$157K – – –
MIFH
1499
Migdal Insurance & Financial Holdings
Israel
$157K +$24.7K +217 +19%
FCB
1500
First Command Bank
Texas
$156K -$450 -4 -0.3%
58 59
60
61 62