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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 %
JG
776
Jefferies Group
New York
$1.35M +$272K +3,335 +25%
MSAM
777
Moloney Securities Asset Management
Missouri
$1.35M +$4.4K +54 +0.3%
BRWA
778
B. Riley Wealth Advisors
Florida
$1.35M -$157K -1,926 -10%
CBN
779
Cadence Bank NA
Texas
$1.34M -$176K -2,158 -12%
DPIM
780
Duff & Phelps Investment Management
Illinois
$1.34M +$8.15K +100 +0.6%
GAG
781
GM Advisory Group
New York
$1.34M – – –
Balyasny Asset Management
782
Balyasny Asset Management
Illinois
$1.34M -$3.06M -37,568 -70%
WSC
783
Wellington Shields & Co
New York
$1.34M -$1.22M -15,000 -48%
BTNA
784
Bremer Trust National Association
Minnesota
$1.34M -$16.9K -207 -1%
FHA
785
Flagship Harbor Advisors
Massachusetts
$1.33M -$65.3K -798 -5%
RMAM
786
Raab & Moskowitz Asset Management
New Jersey
$1.33M -$29K -356 -2%
ACS
787
Archford Capital Strategies
Illinois
$1.32M -$37.2K -456 -3%
DWM
788
Dakota Wealth Management
Florida
$1.32M -$1.12M -13,712 -46%
PIA
789
Piedmont Investment Advisors
North Carolina
$1.32M -$4.19M -51,365 -76%
PP
790
Palladium Partners
Virginia
$1.3M -$44.1K -541 -3%
SCM
791
Shelton Capital Management
Colorado
$1.3M +$48.9K +600 +4%
PT
792
Plimoth Trust
Massachusetts
$1.29M -$54.6K -670 -4%
NCM
793
Northside Capital Management
Oregon
$1.28M – – –
APA
794
American Portfolios Advisors
New York
$1.28M -$22.4K -275 -2%
CT
795
Coastline Trust
Rhode Island
$1.28M +$5.3K +65 +0.4%
ACM
796
Adalta Capital Management
New York
$1.28M -$6.2K -75 -0.5%
LA
797
Legacy Advisors
Pennsylvania
$1.28M +$1.11M +13,402 +662%
HA
798
Halsey Associates
Connecticut
$1.27M -$173K -2,117 -12%
CAN
799
Claraphi Advisory Network
United States
$1.26M +$41K +503 +3%
BAS
800
Brown Advisory Securities
Maryland
$1.25M -$51.4K -631 -4%
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