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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 %
ET
726
Equitable Trust
Tennessee
$1.56M +$191K +2,346 +14%
BCM
727
Buckhead Capital Management
Georgia
$1.56M +$8.89K +109 +0.6%
SACTSONJ
728
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.55M -$408K -5,000 -21%
LIC
729
Lodestar Investment Counsel
Illinois
$1.55M -$390K -4,781 -20%
LCP
730
Legacy Capital Partners
Wisconsin
$1.55M -$8.16K -100 -0.5%
GIP
731
Granite Investment Partners
California
$1.54M -$32.6K -400 -2%
Dodge & Cox
732
Dodge & Cox
California
$1.54M – – –
ACP
733
Ashfield Capital Partners
California
$1.53M -$36.7K -450 -2%
BPB
734
Badgley, Phelps & Bell
Washington
$1.53M -$676K -8,286 -31%
MA
735
Montag & Associates
Georgia
$1.52M +$8.56K +105 +0.6%
TMC
736
Trellus Management Company
Florida
$1.52M +$580K +7,110 +62%
BS
737
Banco Santander
Spain
$1.51M +$969K +11,890 +180%
APP
738
Avantax Planning Partners
Iowa
$1.51M +$18.3K +225 +1%
GT
739
Greenleaf Trust
Michigan
$1.51M +$244K +2,999 +19%
FNBTCON
740
First National Bank & Trust Co of Newtown
Pennsylvania
$1.5M -$37.4K -458 -2%
SNT
741
Security National Trust
West Virginia
$1.48M -$27.1K -332 -2%
AAS
742
Annex Advisory Services
Wisconsin
$1.48M +$666K +8,170 +82%
OLA
743
Oliver Luxxe Assets
New Jersey
$1.48M -$16.8K -200 -1%
CCA
744
Checchi Capital Advisers
California
$1.48M +$131K +1,606 +10%
PFM
745
Parsec Financial Management
North Carolina
$1.46M -$75.8K -929 -5%
UB
746
UMB Bank
Missouri
$1.46M -$148K -1,816 -9%
RWA
747
Ropes Wealth Advisors
Massachusetts
$1.45M +$78.5K +963 +6%
WDA
748
Wendell David Associates
New Hampshire
$1.44M -$36.7K -450 -2%
BFM
749
Boston Financial Management
Massachusetts
$1.44M -$221K -2,716 -13%
FANJ
750
Financial Architects (New Jersey)
New Jersey
$1.43M -$56.4K -691 -4%
28 29
30
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