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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 %
SAM
826
Security Asset Management
New York
$1.13M – – –
WIM
827
Waverton Investment Management
United Kingdom
$1.13M – – –
IA
828
IFG Advisory
Georgia
$1.12M +$294K +3,604 +36%
MCM
829
Monarch Capital Management
Indiana
$1.11M – – –
WTB
830
Washington Trust Bank
Washington
$1.11M -$87.2K -1,070 -7%
AFP
831
Ausdal Financial Partners
Iowa
$1.11M -$11.1K -136 -1%
VAS
832
Valicenti Advisory Services
New York
$1.11M -$40.3K -494 -4%
IB
833
Intrust Bank
Kansas
$1.1M +$101K +1,242 +10%
BAM
834
Barrett Asset Management
New York
$1.1M -$112K -1,376 -9%
ST
835
Sentinel Trust
Texas
$1.08M -$2.28M -27,938 -68%
TPWA
836
TRUE Private Wealth Advisors
Oregon
$1.07M +$14.8K +179 +1%
SCM
837
Sterling Capital Management
North Carolina
$1.06M -$1.43M -17,537 -57%
AAIM
838
American Assets Investment Management
California
$1.06M +$245K +3,000 +30%
DAM
839
Delta Asset Management
Tennessee
$1.06M -$89.2K -1,094 -8%
1832 Asset Management
840
1832 Asset Management
Ontario, Canada
$1.05M -$1.93M -24,407 -65%
MMG
841
Monetary Management Group
Missouri
$1.05M -$106K -1,300 -9%
PP
842
Patten & Patten
Tennessee
$1.05M -$160K -1,960 -13%
KIA
843
KCM Investment Advisors
California
$1.05M -$56.6K -695 -5%
MWP
844
MYCIO Wealth Partners
Pennsylvania
$1.05M +$9.62K +118 +0.9%
PPSG
845
Princeton Portfolio Strategies Group
New Jersey
$1.05M -$1.88K -23 -0.2%
CTA
846
Chesley Taft & Associates
Illinois
$1.04M -$805K -9,875 -44%
WS
847
Wedbush Securities
California
$1.04M -$27.7K -340 -3%
CG
848
Caprock Group
Idaho
$1.04M -$25.5K -308 -2%
NPF
849
Norris Perne & French
Michigan
$1.03M -$67.3K -825 -6%
NA
850
NewEdge Advisors
Louisiana
$1.02M +$60.7K +745 +6%
32 33
34
35 36