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Philip Morris
PM

Overview Fund Activity

1,543 hedge funds and large institutions have $101B invested in Philip Morris in 2016 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 583 increasing their positions, 566 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,543
Holders Change
+30
Holders Change %
+1.98%
% of All Funds
38.63%
Holding in Top 10
72
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-18.18%
% of All Funds
1.8%
New
156
Increased
583
Reduced
566
Closed
102
Calls
$702M
Puts
$1.01B
Net Calls
-$306M
Net Calls Change
-$109M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.79B
2
Ameriprise
2
Ameriprise
Minnesota
$2.06B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.5B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.58B
5
Asset Management One
5
Asset Management One
Japan
$259M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$6.74B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
MC
3
Maverick Capital
Texas
$3.28M
4
MTB
4
Mizuho Trust & Banking
Japan
$0
5
TAM
5
Troy Asset Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFN
1501
Cordasco Financial Network
Florida
$38K – – –
BA
1502
BCM Advisors
Louisiana
$38K +$38K +410 New
SAM
1503
Shamrock Asset Management
Texas
$34K – – –
AFIA
1504
America First Investment Advisors
Nebraska
$33K – – –
RFWA
1505
RPg Family Wealth Advisory
Massachusetts
$32.8K -$21.9K -239 -40%
PO
1506
Private Ocean
California
$32K – – –
PA
1507
Perennial Advisors
New York
$29K +$29K +322 New
TF
1508
Tompkins Financial
New York
$27K – – –
VCM
1509
Vigilant Capital Management
Maine
$27K – – –
BRC
1510
Bell Rock Capital
Delaware
$27K +$27K +291 New
MWM
1511
Mascoma Wealth Management
New Hampshire
$27K +$27K +295 New
APSP
1512
Asset Planning Services (Pennsylvania)
Pennsylvania
$23K – – –
CFS
1513
Commonwealth Financial Services
West Virginia
$21K -$25.3K -274 -55%
HCC
1514
Hirtle Callaghan & Co
Pennsylvania
$20K -$11.3K -129 -36%
CMBA
1515
C.M. Bidwell & Associates
Hawaii
$20K – – –
AWA
1516
Artemis Wealth Advisors
New York
$20K +$20K +216 New
AWMS
1517
Advocacy Wealth Management Services
Georgia
$19K +$991 +11 +6%
CIA
1518
Cascade Investment Advisors
Oregon
$18.8K +$18.8K +205 New
DPA
1519
Delphi Private Advisors
California
$18K -$1.09K -12 -6%
TDC
1520
Thompson Davis & Co
Virginia
$17K +$366 +4 +2%
JFA
1521
JNBA Financial Advisors
Minnesota
$16K -$2.19M -23,216 -99%
FPB
1522
First PREMIER Bank
South Dakota
$14K -$6.07K -65 -30%
RCG
1523
Ruggie Capital Group
Florida
$13K +$354 +4 +3%
PCTC
1524
Perkins Coie Trust Company
Washington
$12K – – –
IDBONY
1525
Israel Discount Bank of New York
New York
$12K +$12K +130 New
59 60
61
62 63