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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 %
RL
801
Ruffer LLP
United Kingdom
$1.04M +$1.04M +15,500 New
LA
802
Lynch & Associates
Indiana
$1.03M +$36.8K +551 +4%
PP
803
Palladium Partners
Virginia
$1.03M -$36.7K -550 -3%
AIM
804
Axiom Investment Management
New York
$1.03M +$1.03M +15,377 New
AIM
805
Anchor Investment Management
South Carolina
$1.02M -$401K -6,005 -28%
OPTFSNA
806
Old Point Trust & Financial Services N A
Virginia
$1.02M – – –
PFM
807
Parsec Financial Management
North Carolina
$1.02M -$176K -2,634 -15%
WSTAM
808
Wilbanks Smith & Thomas Asset Management
Virginia
$1.02M -$102K -1,532 -9%
WAM
809
Wealthspire Advisors (Maryland)
Maryland
$1.02M -$107K -1,602 -10%
UBV
810
United Bank (Virginia)
Virginia
$1.02M +$334K +4,994 +49%
PT
811
Plimoth Trust
Massachusetts
$1.01M -$46.8K -701 -4%
RWA
812
Ropes Wealth Advisors
Massachusetts
$1M -$180K -2,703 -15%
ACM
813
Adalta Capital Management
New York
$1M -$45.6K -671 -4%
BCM
814
Brookstone Capital Management
Illinois
$1M -$3.74M -55,989 -79%
IA
815
IFG Advisory
Georgia
$998K +$84.9K +1,273 +9%
CANY
816
Caxton Associates (New York)
New York
$997K +$997K +14,937 New
FPCG
817
Fort Pitt Capital Group
Pennsylvania
$995K +$199K +2,974 +25%
BA
818
BKS Advisors
Michigan
$990K +$257K +3,849 +35%
JIM
819
Jupiter Investment Management
United Kingdom
$980K +$980K +14,683 New
MWP
820
MYCIO Wealth Partners
Pennsylvania
$977K +$119K +1,788 +14%
HB
821
Homrich & Berg
Georgia
$969K -$25.3K -379 -3%
WI
822
Wintrust Investments
Illinois
$966K -$36.9K -553 -4%
GT
823
Greenleaf Trust
Michigan
$965K -$267K -4,001 -22%
EDRH
824
Edmond de Rothschild Holding
Switzerland
$963K +$174K +2,602 +22%
TI
825
Truehand Inc
New Hampshire
$960K +$960K +14,383 New
31 32
33
34 35