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Philip Morris
PM

Overview Fund Activity

1,650 hedge funds and large institutions have $91.4B invested in Philip Morris in 2018 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 622 increasing their positions, 730 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,650
Holders Change
-98
Holders Change %
-5.61%
% of All Funds
37.83%
Holding in Top 10
43
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-33.85%
% of All Funds
0.99%
New
95
Increased
622
Reduced
730
Closed
173
Calls
$618M
Puts
$775M
Net Calls
-$157M
Net Calls Change
-$170M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.83B
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$454M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
+$373M
4
Morgan Stanley
Morgan Stanley
New York
+$354M
5
Invesco
Invesco
Georgia
+$324M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$820M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$609M
3
Bank of America
Bank of America
North Carolina
-$509M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$479M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
601
Advisornet Financial
Minnesota
$2.77M +$15K +186 +0.5%
KCPG
602
Kavar Capital Partners Group
Kansas
$2.73M +$101K +1,250 +4%
SC
603
Searle & Co
Connecticut
$2.71M -$4.04K -50 -0.1%
VCA
604
Verdence Capital Advisors
Maryland
$2.71M +$244K +3,026 +10%
SSB
605
Sandy Spring Bank
Maryland
$2.7M -$224K -2,772 -8%
SS
606
Simplicity Solutions
Minnesota
$2.69M +$524K +6,487 +24%
CFA
607
Carroll Financial Associates
North Carolina
$2.68M -$127K -1,570 -5%
NEI
608
Northwest & Ethical Investments
Ontario, Canada
$2.65M +$32K +396 +1%
Verition Fund Management
609
Verition Fund Management
Connecticut
$2.63M -$520K -6,438 -16%
LIA
610
LS Investment Advisors
Michigan
$2.62M +$210K +2,604 +9%
GP
611
Girard Partners
Pennsylvania
$2.61M +$20.8K +257 +0.8%
PI
612
PineBridge Investments
New York
$2.61M +$1.91M +23,628 +271%
PA
613
Profund Advisors
Maryland
$2.61M -$421K -5,214 -14%
IRF
614
IBM Retirement Fund
New York
$2.6M -$359K -4,452 -12%
CWA
615
Cypress Wealth Advisors
California
$2.6M -$80.6K -998 -3%
VAM
616
Visionary Asset Management
Texas
$2.56M +$534K +6,524 +26%
THWM
617
Taylor Hoffman Wealth Management
Virginia
$2.55M -$22.1K -274 -0.9%
EFS
618
Essex Financial Services
Connecticut
$2.55M -$60.2K -746 -2%
SYBT
619
Stock Yards Bank & Trust
Kentucky
$2.55M -$271K -3,351 -10%
WF
620
WealthTrust Fairport
Ohio
$2.55M -$540K -6,685 -17%
WSC
621
Wellington Shields & Co
New York
$2.54M -$10.6K -131 -0.4%
NWM
622
Nicola Wealth Management
British Columbia, Canada
$2.53M – – –
FIM
623
Fernwood Investment Management
Massachusetts
$2.52M +$311K +3,850 +14%
NAMA
624
Nikko Asset Management Americas
New York
$2.52M +$2.52M +31,196 New
DA
625
Doliver Advisors
Texas
$2.51M +$29.2K +362 +1%
23 24
25
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