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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
$2.76B
2
Capital Research Global Investors
Capital Research Global Investors
California
$3.78B
3
State Street
State Street
Massachusetts
$4.74B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$330M
5
First Eagle Investment Management
First Eagle Investment Management
New York
$633M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$5.22B
2
CWG
C WorldWide Group
Denmark
$0
3
MG
Meritage Group
California
$0
4
Renaissance Technologies
Renaissance Technologies
New York
$55.9M
5
VAM
Vontobel Asset Management
New York
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$761M +$140M +1,719,347 +23%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$690M +$25.3M +309,442 +4%
Deutsche Bank
28
Deutsche Bank
Germany
$685M -$35.5M -434,980 -5%
First Eagle Investment Management
29
First Eagle Investment Management
New York
$633M +$175M +2,142,405 +38%
IFP
30
Independent Franchise Partners
United Kingdom
$625M +$85.7M +1,051,283 +16%
Wells Fargo
31
Wells Fargo
California
$609M -$54.4M -666,638 -8%
AllianceBernstein
32
AllianceBernstein
Tennessee
$547M +$7.27M +89,161 +1%
Legal & General Group
33
Legal & General Group
United Kingdom
$527M +$12.6M +154,947 +2%
Charles Schwab
34
Charles Schwab
California
$513M +$27.6M +338,951 +6%
Franklin Resources
35
Franklin Resources
California
$498M -$20.7M -254,287 -4%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$482M +$167M +2,048,754 +53%
TCIM
37
TIAA CREF Investment Management
New York
$445M -$165M -2,020,737 -27%
Swiss National Bank
38
Swiss National Bank
Switzerland
$426M -$14.8M -181,500 -3%
UBS AM
39
UBS AM
Illinois
$412M -$111K -1,363 -0%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$410M +$6.89M +84,505 +2%
AIG
41
American International Group
New York
$388M -$8.24M -101,009 -2%
O
42
OppenheimerFunds
New York
$374M -$24.7M -302,802 -6%
Mackenzie Financial
43
Mackenzie Financial
Ontario, Canada
$351M -$1.81M -22,146 -0.5%
Harris Associates
44
Harris Associates
Illinois
$345M -$2.16M -26,521 -0.6%
PPA
45
Parametric Portfolio Associates
Washington
$330M +$16.7M +204,409 +5%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$330M +$176M +2,158,192 +115%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$329M -$4.57M -56,000 -1%
Diamond Hill Capital Management
48
Diamond Hill Capital Management
Ohio
$304M -$53.1M -650,735 -15%
Ninety One (UK)
49
Ninety One (UK)
United Kingdom
$299M +$100M +1,230,040 +51%
CSIA
50
Charles Schwab Investment Advisory
California
$286M +$5.77M +70,729 +2%
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