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Philip Morris
PM

Overview Fund Activity

1,662 hedge funds and large institutions have $76.2B invested in Philip Morris in 2018 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 455 increasing their positions, 779 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,662
Holders Change
+43
Holders Change %
+2.66%
% of All Funds
37.09%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.98%
New
215
Increased
455
Reduced
779
Closed
156
Calls
$645M
Puts
$620M
Net Calls
+$25.4M
Net Calls Change
-$72.6M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$569M
2
VAM
Veritas Asset Management
United Kingdom
+$410M
3
BlackRock
BlackRock
New York
+$306M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$286M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$263M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$745M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$368M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$317M
4
State Street
State Street
Massachusetts
-$220M
5
CI
Cambiar Investors
Colorado
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cohen & Steers
226
Cohen & Steers
New York
$18.1M +$18.1M +271,748 New
SEC
227
Seven Eight Capital
New York
$18M +$15.3M +229,100 +569%
OAM
228
Oppenheimer Asset Management
New York
$17.9M -$1.67M -25,021 -9%
JCM
229
Janney Capital Management
Pennsylvania
$17.2M -$1.37M -20,565 -7%
ProShare Advisors
230
ProShare Advisors
Maryland
$17M +$1.12M +16,814 +7%
MIS
231
Morningstar Investment Services
Illinois
$17M -$650K -9,744 -4%
Kayne Anderson Rudnick Investment Management
232
Kayne Anderson Rudnick Investment Management
California
$17M -$4.58M -68,668 -21%
AG
233
Advisor Group
Arizona
$16.9M +$249K +3,724 +1%
CIPU
234
Caledonia Investments plc (UK)
United Kingdom
$16.8M -$13M -194,000 -44%
Marshall Wace
235
Marshall Wace
United Kingdom
$16.5M +$16.5M +247,165 New
SCA
236
STALEY CAPITAL ADVISERS
Pennsylvania
$16.3M -$1.1M -16,437 -6%
Jennison Associates
237
Jennison Associates
New York
$16.3M +$2.04M +30,506 +14%
CI
238
Cincinnati Insurance
Ohio
$16.2M – – –
Mitsubishi UFJ Asset Management
239
Mitsubishi UFJ Asset Management
Japan
$16.2M -$926K -13,931 -5%
ACM
240
Advisors Capital Management
New Jersey
$15.8M +$2.72M +40,746 +21%
OAM
241
Oxford Asset Management
United Kingdom
$15.6M +$15.6M +233,798 New
SFFS
242
Stonehage Fleming Financial Services
Jersey
$15.5M -$278K -4,159 -2%
Truist Financial
243
Truist Financial
North Carolina
$15.2M -$3.82M -57,228 -20%
FNF
244
Fidelity National Financial
Florida
$15M – – –
VDI
245
Vaughan David Investments
Illinois
$14.9M -$479K -7,168 -3%
MLICM
246
Metropolitan Life Insurance Company (MetLife)
New York
$14.9M -$55.5K -832 -0.4%
FGP
247
Foyston, Gordon, & Payne
Ontario, Canada
$14.9M +$813K +12,171 +6%
RPI
248
Railway Pension Investments
United Kingdom
$14.8M +$14.8M +222,123 New
Lazard Asset Management
249
Lazard Asset Management
New York
$14.8M +$10M +150,303 +211%
Primecap Management
250
Primecap Management
California
$14.7M +$3.33M +49,950 +29%
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