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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 %
AI
726
Atria Investments
North Carolina
$1.27M -$1.93M -28,938 -60%
SACTSONJ
727
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.27M – – –
FBB
728
Fulton Breakefield Broenniman
Maryland
$1.27M -$326K -4,876 -20%
SC
729
Sepio Capital
Utah
$1.26M +$1.26M +18,927 New
Dodge & Cox
730
Dodge & Cox
California
$1.26M – – –
LWAC
731
Laurel Wealth Advisors (California)
California
$1.26M -$315K -4,726 -20%
S
732
SignatureFD
Georgia
$1.26M -$89.9K -1,346 -7%
LCP
733
Legacy Capital Partners
Wisconsin
$1.26M -$6.68K -100 -0.5%
PAM
734
Paradigm Asset Management
New York
$1.26M +$1.26M +18,800 New
WI
735
WrapManager Inc
California
$1.26M -$480K -7,190 -28%
BPB
736
Badgley, Phelps & Bell
Washington
$1.25M +$4.07K +61 +0.3%
P
737
Pitcairn
Pennsylvania
$1.25M +$456K +6,829 +57%
MA
738
Montag & Associates
Georgia
$1.25M – – –
SC
739
SouthState Corp
Florida
$1.24M -$108K -1,618 -8%
BCM
740
Buckhead Capital Management
Georgia
$1.24M -$36K -540 -3%
LIC
741
Lodestar Investment Counsel
Illinois
$1.23M -$31.7K -475 -3%
GIP
742
Granite Investment Partners
California
$1.23M -$33.4K -500 -3%
WCM
743
Weik Capital Management
Pennsylvania
$1.22M -$147K -2,200 -11%
AAS
744
Avantax Advisory Services
Texas
$1.22M +$1.22M +18,007 New
ACP
745
Ashfield Capital Partners
California
$1.22M -$36.7K -550 -3%
TRAM
746
Tuscan Ridge Asset Management
Illinois
$1.22M +$1.22M +18,250 New
CAM
747
Costello Asset Management
Pennsylvania
$1.22M +$1.22M +18,235 New
HA
748
Halsey Associates
Connecticut
$1.21M +$171K +2,560 +16%
FNBTCON
749
First National Bank & Trust Co of Newtown
Pennsylvania
$1.21M -$15K -225 -1%
MCM
750
Murphy Capital Management
New Jersey
$1.21M -$81.7K -1,224 -6%
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