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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 %
Envestnet Asset Management
751
Envestnet Asset Management
Illinois
$1.43M -$15M -183,569 -91%
BAAM
752
Baker Avenue Asset Management
California
$1.42M -$395K -4,846 -22%
WSCM
753
Wellington Shields Capital Management
New York
$1.42M +$722K +8,850 +104%
MME
754
Meag Munich Ergo
Germany
$1.42M -$2.33M -28,677 -62%
CB
755
Chemical Bank
Michigan
$1.42M -$50.6K -621 -3%
RMSCM
756
R.M. Sincerbeaux Capital Management
New York
$1.41M +$489K +6,000 +53%
RIM
757
Rampart Investment Management
Connecticut
$1.41M +$374K +5,730 +36%
SAM
758
Strategy Asset Managers
California
$1.41M -$5.22K -64 -0.4%
BFS
759
Bradley Foster & Sargent
Connecticut
$1.39M -$235K -2,889 -14%
ST
760
Spinnaker Trust
Maine
$1.39M +$202K +2,484 +17%
TYCC
761
Texas Yale Capital Corp
Florida
$1.39M -$36.7K -450 -3%
KFGK
762
Keystone Financial Group (Kentucky)
Kentucky
$1.39M +$635K +7,756 +84%
GLA
763
Good Life Advisors
Pennsylvania
$1.39M -$14.3K -176 -1%
NSIM
764
North Star Investment Management
Illinois
$1.38M -$13.4K -164 -1%
DSC
765
Duncker Streett & Co
Missouri
$1.38M -$12.2K -150 -0.9%
FTC
766
Farmers Trust Company
Ohio
$1.38M -$3.67K -45 -0.3%
WAM
767
Wealthspire Advisors (Maryland)
Maryland
$1.37M -$55.5K -680 -4%
KCM
768
Kanawha Capital Management
Virginia
$1.37M -$40.4K -496 -3%
WSTAM
769
Wilbanks Smith & Thomas Asset Management
Virginia
$1.37M +$19.9K +244 +1%
NCM
770
Noesis Capital Mangement
Florida
$1.37M -$37.8K -464 -3%
SXL
771
Summit X LLC
Missouri
$1.36M -$6.12K -75 -0.4%
FA
772
FMA Advisory
Pennsylvania
$1.36M +$3.26K +40 +0.2%
GFA
773
Gifford Fong Associates
California
$1.36M – – –
LIM
774
Leavell Investment Management
Alabama
$1.36M -$589K -7,128 -30%
LFAS
775
Level Four Advisory Services
Texas
$1.35M -$223K -2,739 -14%
29 30
31
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