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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 %
FPCM
626
Financial Partners Capital Management
New York
$2.28M +$12.7K +156 +0.6%
IRF
627
IBM Retirement Fund
New York
$2.27M -$356K -4,369 -14%
YAM
628
Yacktman Asset Management
Texas
$2.27M -$16.3K -200 -0.7%
SWM
629
Segment Wealth Management
Texas
$2.26M -$77.9K -955 -3%
RT
630
Rockland Trust
Massachusetts
$2.26M +$100K +1,230 +5%
AL
631
Arnhold LLC
New York
$2.26M -$848K -10,400 -27%
GAM
632
Griffin Asset Management
New York
$2.26M +$507K +6,221 +29%
WIS
633
Wright Investors Service
Connecticut
$2.26M +$285K +3,490 +14%
SIM
634
Sterling Investment Management
Arizona
$2.25M -$22.7K -278 -1%
LSV Asset Management
635
LSV Asset Management
Illinois
$2.24M – – –
SWM
636
SeaCrest Wealth Management
New York
$2.23M -$134K -1,645 -6%
NWP
637
Northstar Wealth Partners
Connecticut
$2.23M +$370K +4,536 +20%
LNWWM
638
Laird Norton Wetherby Wealth Management
California
$2.22M +$101K +1,233 +5%
HCP
639
Holt Capital Partners
Texas
$2.19M -$28.5K -350 -1%
MCM
640
Mengis Capital Management
Oregon
$2.18M +$6.52K +80 +0.3%
HFM
641
Hartford Financial Management
Connecticut
$2.17M – – –
RG
642
Rikoon Group
New Mexico
$2.16M -$25.1K -308 -1%
FQ
643
First Quadrant
California
$2.15M +$75.7K +928 +4%
PMG
644
ProVise Management Group
Florida
$2.15M -$134K -1,645 -6%
HSA
645
HBK Sorce Advisory
Pennsylvania
$2.14M -$33.1K -406 -2%
MCM
646
MAI Capital Management
Ohio
$2.12M -$119K -1,458 -5%
WI
647
WrapManager Inc
California
$2.12M +$59.9K +735 +3%
ZB
648
Zions Bancorporation
Utah
$2.12M +$2.12M +25,941 New
CCM
649
Condor Capital Management
New Jersey
$2.1M +$3.26K +40 +0.2%
W
650
Wealthfront
California
$2.1M -$260K -3,187 -11%
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