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Philip Morris
PM

Overview Fund Activity

1,748 hedge funds and large institutions have $112B invested in Philip Morris in 2018 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 625 increasing their positions, 753 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,748
Holders Change
+12
Holders Change %
+0.69%
% of All Funds
40.12%
Holding in Top 10
65
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.14%
% of All Funds
1.49%
New
128
Increased
625
Reduced
753
Closed
92
Calls
$546M
Puts
$533M
Net Calls
+$13.1M
Net Calls Change
+$567M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$494M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
+$296M
3
Citadel Advisors
Citadel Advisors
Florida
+$250M
4
Deutsche Bank
Deutsche Bank
Germany
+$239M
5
CI
Cambiar Investors
Colorado
+$220M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$471M
2
Capital World Investors
Capital World Investors
California
-$381M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$349M
4
CRC
Cedar Rock Capital
United Kingdom
-$338M
5
State Street
State Street
Massachusetts
-$269M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLT
726
St Louis Trust
Missouri
$2.28M +$1.04M +10,500 +85%
VA
727
Valmark Advisers
Ohio
$2.27M -$101K -1,011 -4%
UB
728
UMB Bank
Missouri
$2.26M -$4.28K -43 -0.2%
PI
729
Putnam Investments
Massachusetts
$2.25M -$8.72M -87,773 -79%
BDWM
730
Brewin Dolphin Wealth Management
Ireland
$2.25M – – –
GVT
731
Genesee Valley Trust
New York
$2.24M +$317K +3,057 +16%
SC
732
SouthState Corp
Florida
$2.24M +$15K +151 +0.7%
CPA
733
Capital Planning Advisors
California
$2.23M -$1.09M -10,965 -33%
WF
734
Welch & Forbes
Massachusetts
$2.23M -$63.3K -637 -3%
RC
735
RegentAtlantic Capital
New Jersey
$2.22M +$32.4K +326 +1%
BCP
736
Blue Chip Partners
Michigan
$2.22M -$7.65K -77 -0.3%
WCM
737
Weik Capital Management
Pennsylvania
$2.21M -$16.4K -165 -0.7%
NMIMC
738
Northwestern Mutual Investment Management Company
Wisconsin
$2.21M -$910K -9,157 -29%
SFP
739
Shepherd Financial Partners
Massachusetts
$2.21M – – –
FBT
740
First Bank & Trust
South Dakota
$2.2M +$61.3K +617 +3%
MCM
741
MAI Capital Management
Ohio
$2.2M +$9.35K +94 +0.4%
PWM
742
Perigon Wealth Management
California
$2.18M +$50.6K +504 +2%
SB
743
Simmons Bank
Arkansas
$2.17M -$82.2K -827 -4%
KWM
744
Kingsview Wealth Management
Oregon
$2.17M +$1.95M +19,589 +870%
BWM
745
Buckley Wealth Management
Nevada
$2.13M +$26.6K +268 +1%
II
746
IFM Investors
Australia
$2.13M +$462K +4,647 +28%
SACTSONJ
747
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.09M +$99.4K +1,000 +5%
ZB
748
Zions Bancorporation
Utah
$2.08M +$2.08M +20,939 New
VFA
749
Valeo Financial Advisors
Indiana
$2.07M +$47K +473 +2%
KIA
750
KCM Investment Advisors
California
$2.06M -$21.7K -218 -1%
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