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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 %
SIC
551
Salem Investment Counselors
North Carolina
$3.11M +$48.9K +600 +2%
PJSIMP
552
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.1M -$207K -2,534 -6%
LA
553
LVW Advisors
New York
$3.1M -$184K -2,252 -6%
ANI
554
American National Insurance
Texas
$3.08M – – –
BOTW
555
Bank of the West
California
$3.07M +$199K +2,442 +7%
WSFS
556
Wilmington Savings Fund Society
Delaware
$3.06M -$244K -2,988 -7%
HKIM
557
Hayek Kallen Investment Management
Alabama
$3.06M -$52.5K -644 -2%
CAN
558
Cetera Advisor Networks
California
$3.04M +$110K +1,356 +4%
LW
559
Linscomb Wealth
Texas
$3.01M +$4.08K +50 +0.1%
BAM
560
Berkshire Asset Management
Pennsylvania
$3.01M +$744K +9,124 +33%
VCA
561
Verdence Capital Advisors
Maryland
$3M +$270K +3,308 +10%
TC
562
Telemus Capital
Michigan
$2.99M +$141K +1,723 +5%
PNAA
563
Pictet North America Advisors
Switzerland
$2.97M +$517K +6,342 +21%
TSW
564
Thompson Siegel & Walmsley
Virginia
$2.94M -$298K -3,650 -9%
Jones Financial Companies
565
Jones Financial Companies
Missouri
$2.92M +$50.6K +621 +2%
RBA
566
Richard Bernstein Advisors
New York
$2.89M – – –
NFC
567
Northeast Financial Consultants
Connecticut
$2.87M +$2.87M +35,221 New
MPWT
568
MassMutual Private Wealth & Trust
Connecticut
$2.87M -$140K -1,711 -5%
FI
569
Fosun International
China
$2.85M +$2.85M +35,000 New
DT
570
Diversified Trust
Tennessee
$2.85M +$10.9K +134 +0.4%
ZCA
571
Zeke Capital Advisors
Pennsylvania
$2.81M +$1.93M +23,674 +219%
SYBT
572
Stock Yards Bank & Trust
Kentucky
$2.81M +$235K +2,879 +9%
TCOV
573
Trust Company of Vermont
Vermont
$2.79M -$116K -1,417 -4%
AT
574
Arden Trust
Delaware
$2.79M -$119K -1,459 -4%
AF
575
Advisornet Financial
Minnesota
$2.78M -$7.83K -96 -0.3%
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