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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 %
FCB
1501
First Command Bank
Texas
$156K -$450 -4 -0.3%
CWM
1502
Cranbrook Wealth Management
Michigan
$153K -$163K -1,444 -52%
LD
1503
Lipe & Dalton
New York
$149K – – –
EWM
1504
Edge Wealth Management
New York
$143K -$71.4K -633 -33%
CP
1505
Corbenic Partners
Pennsylvania
$142K – – –
CFA
1506
CT Financial Advisors
Pennsylvania
$141K – – –
BWA
1507
Burt Wealth Advisors
Maryland
$137K -$4.97K -44 -4%
WAM
1508
Wolverine Asset Management
Illinois
$135K -$167K -1,486 -55%
VC
1509
Vestor Capital
Illinois
$132K – – –
GAM
1510
Gemmer Asset Management
California
$126K +$36.4K +322 +41%
AWM
1511
Avior Wealth Management
Nebraska
$122K +$73.4K +650 +151%
AIM
1512
Acropolis Investment Management
Missouri
$117K +$117K +1,040 New
VIA
1513
Vantage Investment Advisors
Pennsylvania
$116K -$6.24K -55 -5%
ADL
1514
Asset Dedication LLC
California
$114K – – –
ABA
1515
American Beacon Advisors
Texas
$114K +$114K +1,008 New
TWMP
1516
Taylor Wealth Management Partners
Massachusetts
$113K – – –
LYV
1517
Live Your Vision
Pennsylvania
$113K +$226 +2 +0.2%
WI
1518
Welch Investments
Alabama
$113K +$113K +1,000 New
WAS
1519
WESPAC Advisors SoCal
California
$113K – – –
GI
1520
Gradient Investments
Minnesota
$111K +$48K +426 +76%
AIM
1521
Arcadia Investment Management
Michigan
$109K – – –
MIC
1522
MU Investments Company
Japan
$102K -$3.4K -30 -3%
LCM
1523
Liberty Capital Management
Michigan
$102K – – –
MWM
1524
MinichMacGregor Wealth Management
New York
$102K +$90.7K +804 +804%
CPP
1525
Crow Point Partners
Massachusetts
$101K +$101K +893 New
59 60
61
62 63