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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 %
CCM
1576
Cribstone Capital Management
Maine
$207K -$11.1K -104 -5%
MVA
1577
Mount Vernon Associates
Maryland
$206K – – –
STB
1578
S&T Bank
Pennsylvania
$206K – – –
Verition Fund Management
1579
Verition Fund Management
Connecticut
$205K -$1.44M -13,628 -88%
BWM
1580
BerganKDV Wealth Management
Minnesota
$205K -$21.1K -200 -9%
WCA
1581
Westover Capital Advisors
Delaware
$205K – – –
CWA
1582
Clarus Wealth Advisors
Arizona
$205K +$205K +1,936 New
SFI
1583
SPC Financial Inc
Maryland
$204K – – –
AC
1584
Alexandria Capital
Virginia
$204K +$106 +1 +0.1%
GEA
1585
Glen Eagle Advisors
New Jersey
$203K – – –
PAIM
1586
Punch & Associates Investment Management
Minnesota
$203K – – –
FCB
1587
First Command Bank
Texas
$203K +$35.2K +333 +21%
FCFS
1588
First Command Financial Services
Texas
$203K +$35.2K +333 +21%
FC
1589
FCA Corp
Texas
$203K +$203K +1,925 New
BCB
1590
Brian C. Broderick
$200K +$200K +1,896 New
PFGIA
1591
Patriot Financial Group Insurance Agency
Massachusetts
$196K -$9.75K -94 -5%
GWS
1592
Glassman Wealth Services
Virginia
$187K +$2.12K +20 +1%
LBG
1593
Lloyds Banking Group
United Kingdom
$186K – – –
AA
1594
AlphaMark Advisors
Kentucky
$185K -$10.6K -100 -5%
BWM
1595
Baystate Wealth Management
Massachusetts
$183K -$69K -635 -27%
LA
1596
Legacy Advisors
Pennsylvania
$181K +$9.26K +87 +5%
SIAP
1597
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$176K – – –
BGC
1598
Blue Granite Capital
South Carolina
$174K -$782K -7,443 -82%
TCM
1599
Tradewinds Capital Management
Washington
$174K – – –
IAS
1600
INR Advisory Services
Pennsylvania
$174K – – –
62 63
64
65 66