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Philip Morris
PM

Overview Fund Activity

1,662 hedge funds and large institutions have $76.2B invested in Philip Morris in 2018 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 455 increasing their positions, 779 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,662
Holders Change
+43
Holders Change %
+2.66%
% of All Funds
37.09%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.98%
New
215
Increased
455
Reduced
779
Closed
156
Calls
$645M
Puts
$620M
Net Calls
+$25.4M
Net Calls Change
-$72.6M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$569M
2
VAM
Veritas Asset Management
United Kingdom
+$410M
3
BlackRock
BlackRock
New York
+$306M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$286M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$263M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$745M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$368M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$317M
4
State Street
State Street
Massachusetts
-$220M
5
CI
Cambiar Investors
Colorado
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAM
651
Highstreet Asset Management
Ontario, Canada
$1.69M +$78.5K +1,176 +5%
VCA
652
Verdence Capital Advisors
Maryland
$1.68M -$775K -11,602 -32%
CI
653
Cambiar Investors
Colorado
$1.68M -$196M -2,931,798 -99%
SPC
654
Sigma Planning Corp
Michigan
$1.66M +$76K +1,138 +5%
CK
655
Cohen Klingenstein
New York
$1.66M – – –
IA
656
Icon Advisers
Colorado
$1.66M +$114K +1,700 +7%
SWM
657
SeaCrest Wealth Management
New York
$1.65M -$175K -2,620 -10%
CCM
658
Condor Capital Management
New Jersey
$1.64M -$79K -1,183 -5%
CAPTRUST Financial Advisors
659
CAPTRUST Financial Advisors
North Carolina
$1.64M -$2.85K -42 -0.2%
SLF
660
Sun Life Financial
Ontario, Canada
$1.64M -$63.7K -955 -4%
CC
661
Cognios Capital
Kansas
$1.64M +$1.64M +24,543 New
TCPWM
662
Traverso Chambers Private Wealth Management
California
$1.63M +$1.63M +24,428 New
HSA
663
HBK Sorce Advisory
Pennsylvania
$1.63M -$124K -1,863 -7%
PA
664
Profund Advisors
Maryland
$1.62M -$601K -8,998 -27%
RT
665
Rockland Trust
Massachusetts
$1.61M -$237K -3,551 -13%
PI
666
PineBridge Investments
New York
$1.61M -$18.8M -282,141 -92%
Luther King Capital Management (LKCM)
667
Luther King Capital Management (LKCM)
Texas
$1.59M -$67.4K -1,010 -4%
WSCM
668
Wellington Shields Capital Management
New York
$1.58M +$424K +6,347 +37%
PMG
669
ProVise Management Group
Florida
$1.58M -$188K -2,798 -11%
WF
670
Welch & Forbes
Massachusetts
$1.57M +$178K +2,665 +13%
FCBT
671
First Citizens Bank & Trust
North Carolina
$1.57M -$25.8K -386 -2%
WP
672
WMS Partners
Maryland
$1.56M -$125K -1,875 -7%
IAMOG
673
Investors Asset Management of Georgia
Georgia
$1.56M +$935 +14 +0.1%
LC
674
Lourd Capital
California
$1.55M +$13.7K +205 +0.9%
RCM
675
Radnor Capital Management
Pennsylvania
$1.55M +$1.47K +22 +0.1%
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