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Philip Morris
PM

Overview Fund Activity

1,619 hedge funds and large institutions have $92.3B invested in Philip Morris in 2018 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 561 increasing their positions, 741 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,619
Holders Change
-31
Holders Change %
-1.88%
% of All Funds
37.07%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.92%
New
80
Increased
561
Reduced
741
Closed
98
Calls
$950M
Puts
$852M
Net Calls
+$98M
Net Calls Change
+$255M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$2.11B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$376M
3
State Street
State Street
Massachusetts
+$224M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$176M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$175M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$844M
2
CWG
C WorldWide Group
Denmark
-$216M
3
MG
Meritage Group
California
-$211M
4
Renaissance Technologies
Renaissance Technologies
New York
-$198M
5
VAM
Vontobel Asset Management
New York
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANTB
401
AMG National Trust Bank
Colorado
$6.05M +$624K +7,659 +12%
Robeco Institutional Asset Management
402
Robeco Institutional Asset Management
Netherlands
$6.04M -$3.18M -38,944 -34%
BG
403
Bollard Group
Massachusetts
$6.03M +$237K +2,907 +4%
PGFC
404
Peapack-Gladstone Financial Corp
New Jersey
$5.96M +$43.5K +533 +0.7%
Daiwa Securities Group
405
Daiwa Securities Group
Japan
$5.95M +$303K +3,720 +5%
SPC
406
Salient Private Client
Texas
$5.89M +$16.8K +206 +0.3%
Fiera Capital (Canada)
407
Fiera Capital (Canada)
Quebec, Canada
$5.87M +$463K +5,677 +9%
GF
408
Gabelli Funds
New York
$5.87M -$40.8K -500 -0.7%
Lazard Asset Management
409
Lazard Asset Management
New York
$5.82M -$7.85M -96,321 -57%
WIA
410
Wealthstreet Investment Advisors
Texas
$5.81M -$58.1K -712 -1%
HCM
411
Hutner Capital Management
Vermont
$5.79M +$296K +3,625 +5%
BCM
412
Brookstone Capital Management
Illinois
$5.79M -$356K -4,368 -6%
PA
413
Pinnacle Associates
New York
$5.79M -$820K -10,056 -12%
SMI
414
Shelter Mutual Insurance
Missouri
$5.75M – – –
RCYC
415
Richard C. Young & Co
Rhode Island
$5.71M -$142K -1,745 -2%
CTB
416
Country Trust Bank
Illinois
$5.7M -$1.22M -14,923 -18%
HWA
417
Heritage Wealth Advisors
Virginia
$5.69M -$8.15K -100 -0.1%
KFP
418
Keystone Financial Planning
Ohio
$5.68M +$321K +3,931 +6%
RJT
419
Raymond James Trust
Florida
$5.68M -$79.3K -972 -1%
Mariner
420
Mariner
Kansas
$5.64M +$1.01M +12,331 +22%
AC
421
Alley Company
Illinois
$5.6M +$179K +2,195 +3%
Skandinaviska Enskilda Banken (SEB)
422
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.58M +$310K +3,800 +6%
CIA
423
Capital Investment Advisors
Georgia
$5.49M +$107K +1,310 +2%
SBIA
424
Sheaff Brock Investment Advisors
Indiana
$5.48M +$25.2K +309 +0.5%
WEC
425
White Elm Capital
Connecticut
$5.41M +$5.41M +66,300 New
15 16
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