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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 %
DPIM
776
Duff & Phelps Investment Management
Illinois
$1.1M – – –
WSC
777
Wellington Shields & Co
New York
$1.1M – – –
BSW
778
Buckingham Strategic Wealth
Missouri
$1.09M -$225K -3,364 -17%
CBN
779
Cadence Bank NA
Texas
$1.09M -$7.41K -111 -0.7%
KFGK
780
Keystone Financial Group (Kentucky)
Kentucky
$1.09M -$38.9K -583 -3%
GAG
781
GM Advisory Group
New York
$1.09M -$6.68K -100 -0.6%
PNAA
782
Pictet North America Advisors
Switzerland
$1.09M -$1.34M -20,139 -55%
CS
783
Comerica Securities
Michigan
$1.09M +$255K +3,768 +31%
ACS
784
Archford Capital Strategies
Illinois
$1.09M +$3.21K +48 +0.3%
RMAM
785
Raab & Moskowitz Asset Management
New Jersey
$1.09M +$267 +4 +0%
FA
786
FMA Advisory
Pennsylvania
$1.08M -$32.3K -484 -3%
DSC
787
Duncker Streett & Co
Missouri
$1.08M -$49.1K -736 -4%
SCM
788
Shelton Capital Management
Colorado
$1.08M +$20.1K +301 +2%
CB
789
Chemical Bank
Michigan
$1.07M -$87.5K -1,310 -8%
GLA
790
Good Life Advisors
Pennsylvania
$1.06M -$70.5K -1,056 -6%
NCM
791
Northside Capital Management
Oregon
$1.06M +$12.1K +181 +1%
BCP
792
Berkeley Capital Partners
Georgia
$1.06M +$305K +4,573 +40%
MSAM
793
Moloney Securities Asset Management
Missouri
$1.06M -$43.2K -647 -4%
WKWM
794
Walter & Keenan Wealth Management
Indiana
$1.05M +$148K +2,216 +16%
CCA
795
Checchi Capital Advisers
California
$1.05M -$165K -2,475 -14%
LIM
796
Leavell Investment Management
Alabama
$1.05M -$66.9K -984 -6%
CT
797
Coastline Trust
Rhode Island
$1.05M – – –
MA
798
Mutual Advisors
Nebraska
$1.05M +$54.2K +812 +5%
WDA
799
Wendell David Associates
New Hampshire
$1.04M -$135K -2,025 -11%
LA
800
Lau Associates
Delaware
$1.04M +$461K +6,906 +79%
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