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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 %
KRS
426
Kentucky Retirement Systems
Kentucky
$5.4M +$16.2K +199 +0.3%
HC
427
Hourglass Capital
Texas
$5.36M -$404K -4,950 -7%
CWS
428
Cypress Wealth Services
California
$5.35M -$61.5K -754 -1%
Cerity Partners
429
Cerity Partners
New York
$5.34M +$60.7K +744 +1%
WTC
430
WhitTier Trust Company
Nevada
$5.33M -$223K -2,730 -4%
MDCM
431
Morgan Dempsey Capital Management
Wisconsin
$5.32M +$1.44M +17,621 +37%
KCMRT
432
Kemper Corp Master Retirement Trust
Illinois
$5.23M -$1.14M -14,000 -18%
SLI
433
Sumitomo Life Insurance
Japan
$5.22M -$359K -4,400 -6%
NTC
434
NF Trinity Capital
Hong Kong
$5.14M – – –
CFB
435
Cullen/Frost Bankers
Texas
$5.1M -$618K -7,573 -11%
LMGAM
436
Liberty Mutual Group Asset Management
Massachusetts
$5.07M – – –
SGAM
437
Steinberg Global Asset Management
Florida
$5.05M +$220K +2,693 +5%
SFG
438
Sather Financial Group
Texas
$5.03M -$538K -6,597 -10%
DADC
439
D.A. Davidson & Co
Montana
$5M -$153K -1,882 -3%
ONB
440
Old National Bancorp
Indiana
$4.96M +$133K +1,632 +3%
VFA
441
Voya Financial Advisors
Connecticut
$4.93M +$144K +1,771 +3%
RW
442
Rand Wealth
Maryland
$4.93M +$22.2K +272 +0.5%
MBTD
443
Mechanics Bank - Trust Department
California
$4.89M -$29.8K -366 -0.6%
ASN
444
Advisory Services Network
Georgia
$4.86M -$311K -3,814 -6%
OPCM
445
Osborne Partners Capital Management
California
$4.83M -$3.1K -38 -0.1%
I
446
IberiaBank
Louisiana
$4.78M +$393K +4,816 +9%
GIM
447
Grassi Investment Management
California
$4.75M -$296K -3,636 -6%
SIRP
448
Shelter Insurance Retirement Plan
Missouri
$4.72M – – –
BFO
449
Boston Family Office
Massachusetts
$4.7M +$29.8K +365 +0.6%
SPIA
450
Steward Partners Investment Advisory
New York
$4.64M -$160K -1,961 -3%
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