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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
1
Flossbach Von Storch
Germany
$699M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$608M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.08B
4
BlackRock
4
BlackRock
New York
$10B
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$512M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$5.86B
2
Capital International Investors
2
Capital International Investors
California
$820M
3
Bank of America
3
Bank of America
North Carolina
$2.85B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.92B
5
WRF
5
Waddell & Reed Financial
Kansas
$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMDAM
201
Sumitomo Mitsui DS Asset Management
Japan
$37.8M +$3.46M +32,749 +10%
GFPC
202
Global Financial Private Capital
Florida
$37.8M -$524K -4,955 -1%
ABC
203
Associated Banc-Corp
Wisconsin
$37.1M +$692K +6,551 +2%
SAM
204
Shell Asset Management
Netherlands
$36.6M +$4.77M +45,173 +15%
Kayne Anderson Rudnick Investment Management
205
Kayne Anderson Rudnick Investment Management
California
$36M -$481K -4,548 -1%
JPMPWA
206
J.P. Morgan Private Wealth Advisors
California
$35.7M -$307K -2,903 -0.9%
Robeco Institutional Asset Management
207
Robeco Institutional Asset Management
Netherlands
$35.5M -$50.3M -476,316 -59%
Creative Planning
208
Creative Planning
Kansas
$35.4M +$4.59M +43,435 +15%
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$35.3M -$1.39M -13,146 -4%
PIA
210
Piedmont Investment Advisors
North Carolina
$35.3M -$1.26M -11,893 -3%
HIMCH
211
Hartford Investment Management Co (HIMCO)
Connecticut
$35.2M -$2.57M -24,366 -7%
LPL Financial
212
LPL Financial
California
$35.2M +$4.54M +42,984 +15%
Macquarie Group
213
Macquarie Group
Australia
$35.2M -$5.5M -52,062 -14%
CIPU
214
Caledonia Investments plc (UK)
United Kingdom
$34.5M – – –
AIM
215
Artemis Investment Management
United Kingdom
$34.3M +$2.01M +19,063 +6%
Natixis Advisors
216
Natixis Advisors
Massachusetts
$34.1M +$1.18M +11,169 +4%
FWIA
217
Fort Washington Investment Advisors
Ohio
$33.9M +$32.9M +311,732 +3,430%
AIA
218
Avalon Investment & Advisory
Texas
$33.5M -$3.4M -32,178 -9%
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$33.3M +$1.77M +16,796 +6%
CI
220
Cambiar Investors
Colorado
$33.3M +$33.3M +314,938 New
ASC
221
Atalanta Sosnoff Capital
New York
$32.6M -$15.1M -142,568 -32%
DILIC
222
Dai-ichi Life Insurance Company
Japan
$32.5M -$991K -9,380 -3%
JCM
223
Janney Capital Management
Pennsylvania
$31.8M -$390K -3,695 -1%
QI
224
QS Investors
New York
$31.7M +$2.12M +20,027 +7%
FWCM
225
Ferguson Wellman Capital Management
Oregon
$31.3M -$1.45M -13,699 -4%
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