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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 %
VWA
1501
V Wealth Advisors
Kansas
$258K +$38.3K +368 +17%
LIM
1502
Loudon Investment Management
New Hampshire
$257K – – –
PCMC
1503
Paragon Capital Management (Colorado)
Colorado
$254K -$31.7K -300 -11%
GIA
1504
Granite Investment Advisors
New Hampshire
$254K -$26.4K -250 -9%
TCB
1505
Texas Capital Bancshares
Texas
$254K -$4.76K -45 -2%
RFM
1506
Royal Fund Management
Florida
$254K +$56.4K +535 +29%
JWM
1507
Janiczek Wealth Management
Colorado
$253K +$3.38K +32 +1%
Capstone Investment Advisors
1508
Capstone Investment Advisors
New York
$253K +$253K +2,400 New
TFS
1509
TrustCore Financial Services
Tennessee
$250K +$250K +2,363 New
BPCA
1510
Bank Pictet & Cie (Asia)
Singapore
$250K +$250K +2,367 New
EIA
1511
Edgemoor Investment Advisors
Maryland
$249K -$28.6K -272 -10%
RWM
1512
Rench Wealth Management
Texas
$249K +$211 +2 +0.1%
TIM
1513
Thompson Investment Management
Wisconsin
$248K – – –
PAS
1514
Professional Advisory Services
Florida
$248K – – –
WCF
1515
West Coast Financial
California
$248K – – –
FWM
1516
Focused Wealth Management
New York
$247K -$55.3K -524 -18%
JSL
1517
JT Stratford LLC
Georgia
$247K +$14.8K +140 +6%
YP
1518
Yellowstone Partners
Idaho
$244K -$81.5K -771 -25%
BCM
1519
BTC Capital Management
Iowa
$243K +$243K +2,293 New
CL
1520
Croft-Leominster
Maryland
$242K -$324K -3,064 -57%
BIG
1521
Bellwether Investment Group
Tennessee
$242K – – –
AMIM
1522
Aull & Monroe Investment Management
Alabama
$240K – – –
VCM
1523
Vivaldi Capital Management
Illinois
$240K +$4.75K +45 +2%
Assenagon Asset Management
1524
Assenagon Asset Management
Luxembourg
$240K +$240K +2,275 New
RTS
1525
Round Table Services
New Jersey
$239K +$34.6K +328 +17%
59 60
61
62 63