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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 %
MIAN
751
Mariner Independent Advisor Network
Kansas
$1.2M +$1.2M +17,580 New
OWA
752
Outlook Wealth Advisors
Texas
$1.2M +$1.2M +1,791 New
JIC
753
Joel Isaacson & Co
New York
$1.19M +$689K +9,915 +137%
RPC
754
Rossmore Private Capital
Connecticut
$1.19M +$804K +12,050 +208%
AAS
755
Annex Advisory Services
Wisconsin
$1.19M -$28K -419 -2%
OLA
756
Oliver Luxxe Assets
New Jersey
$1.18M – – –
Qube Research & Technologies (QRT)
757
Qube Research & Technologies (QRT)
United Kingdom
$1.17M -$440K -6,588 -27%
FMBTD
758
First Midwest Bank Trust Division
Illinois
$1.16M -$223K -3,342 -16%
NMIMC
759
Northwestern Mutual Investment Management Company
Wisconsin
$1.16M -$240K -3,601 -17%
BFEC
760
Benjamin F. Edwards & Company
Missouri
$1.16M -$196K -2,930 -14%
FANJ
761
Financial Architects (New Jersey)
New Jersey
$1.16M -$13.1K -196 -1%
RMSCM
762
R.M. Sincerbeaux Capital Management
New York
$1.16M – – –
GP
763
Greenline Partners
New York
$1.15M – – –
ST
764
Spinnaker Trust
Maine
$1.15M +$8.87K +133 +0.8%
LFAS
765
Level Four Advisory Services
Texas
$1.15M +$38.2K +572 +3%
FTC
766
Farmers Trust Company
Ohio
$1.14M +$15K +225 +1%
EFS
767
Essex Financial Services
Connecticut
$1.14M -$557K -8,338 -33%
NSIM
768
North Star Investment Management
Illinois
$1.14M +$3.47K +52 +0.3%
TYCC
769
Texas Yale Capital Corp
Florida
$1.14M – – –
APP
770
Avantax Planning Partners
Iowa
$1.14M -$97K -1,453 -8%
MCG
771
MACRO Consulting Group
New Jersey
$1.12M +$1.12M +16,907 New
GFA
772
Gifford Fong Associates
California
$1.12M – – –
RIM
773
Rampart Investment Management
Connecticut
$1.11M -$331K -4,959 -23%
NCM
774
Noesis Capital Mangement
Florida
$1.11M -$13.4K -200 -1%
BRWA
775
B. Riley Wealth Advisors
Florida
$1.1M -$4.68K -70 -0.4%
29 30
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