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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 %
KKAMG
1576
Kernodle & Katon Asset Management Group
Arkansas
$23K -$65.6K -585 -74%
VCM
1577
Vigilant Capital Management
Maine
$23K -$11.5K -100 -33%
AWMS
1578
Advocacy Wealth Management Services
Georgia
$23K -$1.27K -11 -5%
NYLT
1579
New York Life Trust
New York
$22K -$282K -2,508 -93%
TDC
1580
Thompson Davis & Co
Virginia
$21K – – –
SQA
1581
Simon Quick Advisors
New Jersey
$18K +$8.65K +75 +93%
FPB
1582
First PREMIER Bank
South Dakota
$17K – – –
MFBTD
1583
MB Financial Bank - Trust Department
Illinois
$17K +$17K +148 New
PCTC
1584
Perkins Coie Trust Company
Washington
$15K – – –
RWG
1585
Regal Wealth Group
California
$14K – – –
CWM
1586
Catamount Wealth Management
Connecticut
$12K – – –
FFW
1587
Fusion Family Wealth
New York
$12K – – –
BCFS
1588
Butensky & Cohen Financial Security
Florida
$12K – – –
WAM
1589
Watermark Asset Management
California
$12K +$12K +110 New
WP
1590
WealthPLAN Partners
Nebraska
$11.9K +$11.9K +105 New
IDBONY
1591
Israel Discount Bank of New York
New York
$11K -$3.3K -30 -23%
CCM
1592
Cohen Capital Management
California
$11K +$11K +100 New
SHJ
1593
Sharkey, Howes & Javer
Colorado
$11K +$11K +100 New
SMFG
1594
Sumitomo Mitsui Financial Group
Japan
$11K +$11K +101 New
MSFP
1595
Mark Sheptoff Financial Planning
Connecticut
$10K +$109 +1 +1%
AAF
1596
Andra AP-fonden
Sweden
$9.45K -$3.39K -30,000 -26%
HWP
1597
Hefty Wealth Partners
Indiana
$9K – – –
AAC
1598
Asset Advisors Corp
Georgia
$8K – – –
TF
1599
Tompkins Financial
New York
$7K -$24.9K -231 -78%
AUB
1600
Atlantic Union Bankshares
Virginia
$4.92K -$3 -28 -0.1%
62 63
64
65 66