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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 %
IAMOG
676
Investors Asset Management of Georgia
Georgia
$1.9M +$20.4K +250 +1%
IC
677
InterOcean Capital
Illinois
$1.89M +$1.38M +16,887 +269%
RCM
678
Radnor Capital Management
Pennsylvania
$1.89M – – –
IA
679
Icon Advisers
Colorado
$1.88M +$1.35M +16,500 +250%
LC
680
Lourd Capital
California
$1.88M -$32.9K -404 -2%
OFG
681
OmniStar Financial Group
North Carolina
$1.87M +$135K +1,655 +8%
FHB
682
First Hawaiian Bank
Hawaii
$1.87M +$1.64M +20,086 +706%
RC
683
RegentAtlantic Capital
New Jersey
$1.86M +$44.8K +549 +2%
NHC
684
Nicholas Hoffman & Company
Georgia
$1.85M +$50K +613 +3%
KWM
685
Kingsview Wealth Management
Oregon
$1.85M +$66.7K +818 +4%
VA
686
Valmark Advisers
Ohio
$1.83M -$29.7K -364 -2%
BDWM
687
Brewin Dolphin Wealth Management
Ireland
$1.82M – – –
TAM
688
Todd Asset Management
Kentucky
$1.82M -$28.3K -347 -2%
CA
689
Cetera Advisors
Colorado
$1.81M +$360K +4,456 +25%
SB
690
Simmons Bank
Arkansas
$1.8M -$36.4K -447 -2%
FHA
691
First Horizon Advisors
Tennessee
$1.8M -$45.3K -556 -2%
HR
692
Howe & Rusling
New York
$1.79M -$112K -1,371 -6%
HAIM
693
Hunter Associates Investment Management
Pennsylvania
$1.76M +$130K +1,600 +8%
GBT
694
Grove Bank & Trust
Florida
$1.75M -$115K -1,411 -6%
MNBTD
695
Moody National Bank Trust Division
Texas
$1.75M +$1.36M +16,710 +350%
SLT
696
St Louis Trust
Missouri
$1.75M – – –
SFP
697
Shepherd Financial Partners
Massachusetts
$1.74M – – –
AIM
698
Anchor Investment Management
South Carolina
$1.74M -$116K -1,425 -6%
WPW
699
Waldron Private Wealth
Pennsylvania
$1.73M -$14.2K -174 -0.8%
CGH
700
Crossmark Global Holdings
Texas
$1.72M +$89.4K +1,096 +5%
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