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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 %
FRA
1626
Front Row Advisors
California
$118K +$118K +1,120 New
NL
1627
NVWM LLC
Pennsylvania
$112K +$112K +1,048 New
WI
1628
Welch Investments
Alabama
$111K – – –
AIM
1629
Acropolis Investment Management
Missouri
$111K +$526 +5 +0.5%
HIIFS
1630
Harel Insurance Investments & Financial Services
Israel
$109K -$210K -1,994 -66%
KJWM
1631
Kiley Juergens Wealth Management
Washington
$107K +$107K +1,016 New
RPG
1632
Risk Paradigm Group
Texas
$107K -$1.27K -12 -1%
CPA
1633
Cowen Prime Advisors
New York
$106K -$42.4K -400 -29%
TWMP
1634
Taylor Wealth Management Partners
Massachusetts
$106K – – –
WAS
1635
WESPAC Advisors SoCal
California
$105K – – –
LC
1636
Landaas & Company
Wisconsin
$104K – – –
LYV
1637
Live Your Vision
Pennsylvania
$104K +$326 +3 +0.3%
CA
1638
Centerpoint Advisors
Massachusetts
$103K +$103K +978 New
CBOA
1639
Commonwealth Bank of Australia
Australia
$102K -$2.79K -27 -3%
M
1640
MOTCO
Texas
$98K +$6.69K +63 +7%
BRC
1641
Bell Rock Capital
Delaware
$94K – – –
AIM
1642
Arcadia Investment Management
Michigan
$91K – – –
SBL
1643
Sargent Bickham Lagudis
Colorado
$88K -$206K -1,947 -70%
SCA
1644
Stuart Chaussee & Associates
California
$88K – – –
NC
1645
NewSquare Capital
Pennsylvania
$86K -$10.6M -100,936 -99%
PWPS
1646
Pinnacle Wealth Planning Services
Ohio
$86K +$86K +812 New
LD
1647
Lipe & Dalton
New York
$82K – – –
PO
1648
Private Ocean
California
$82K +$44.9K +423 +121%
RAM
1649
Riggs Asset Management
Pennsylvania
$79K +$10.5K +100 +15%
GWA
1650
Guidant Wealth Advisors
Illinois
$77K -$19.7K -191 -20%
64 65
66
67 68