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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 %
PGFC
401
Peapack-Gladstone Financial Corp
New Jersey
$5.08M +$203K +3,040 +4%
WIA
402
Wealthstreet Investment Advisors
Texas
$5.08M -$218K -2,931 -4%
NSAM
403
North Star Asset Management
Wisconsin
$5.06M -$8.34K -125 -0.2%
MWA
404
Marshall Wace Asia
Hong Kong
$4.96M +$4.96M +74,338 New
LBC
405
Lowe Brockenbrough & Co
Virginia
$4.93M -$39.7K -595 -0.8%
CAM
406
Centre Asset Management
New York
$4.84M +$4.84M +72,490 New
HCM
407
Hutner Capital Management
Vermont
$4.81M +$73.6K +1,102 +2%
SAM
408
SP Asset Management
California
$4.78M -$238K -3,570 -5%
TNBTD
409
Trustmark National Bank Trust Department
Mississippi
$4.76M -$402K -6,018 -8%
KFP
410
Keystone Financial Planning
Ohio
$4.75M +$100K +1,504 +2%
AC
411
Alley Company
Illinois
$4.71M +$133K +1,985 +3%
SMI
412
Shelter Mutual Insurance
Missouri
$4.71M – – –
WTC
413
WhitTier Trust Company
Nevada
$4.69M +$331K +4,955 +8%
OI
414
Oakbrook Investments
Illinois
$4.69M -$1.31M -19,600 -22%
Nomura Holdings
415
Nomura Holdings
Japan
$4.67M +$3.35M +50,136 +253%
HWA
416
Heritage Wealth Advisors
Virginia
$4.65M -$4.74K -71 -0.1%
CTB
417
Country Trust Bank
Illinois
$4.63M -$38.1K -571 -0.8%
Wealthfront Advisers
418
Wealthfront Advisers
California
$4.6M +$4.6M +68,844 New
SRAM
419
Stone Ridge Asset Management
New York
$4.53M +$4.2M +62,936 +1,294%
HW
420
Hancock Whitney
Mississippi
$4.52M -$646K -9,675 -13%
CIA
421
Capital Investment Advisors
Georgia
$4.52M +$18.9K +283 +0.4%
KRS
422
Kentucky Retirement Systems
Kentucky
$4.51M +$94.9K +1,421 +2%
PA
423
Pinnacle Associates
New York
$4.51M -$224K -3,354 -5%
RCYC
424
Richard C. Young & Co
Rhode Island
$4.5M -$174K -2,612 -4%
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$4.5M -$487K -7,289 -10%
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