PM icon

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 %
SXL
826
Summit X LLC
Missouri
$959K -$155K -2,321 -14%
WS
827
Wedbush Securities
California
$953K +$105K +1,569 +12%
TSWM
828
Triangle Securities Wealth Management
North Carolina
$949K -$73.2K -1,097 -7%
WIM
829
Waverton Investment Management
United Kingdom
$949K +$28.4K +425 +3%
ZF
830
Zhang Financial
Michigan
$944K +$11.7K +175 +1%
TCOV
831
Trust Company of Vermont
Vermont
$942K -$1.34M -20,143 -59%
BAS
832
Brown Advisory Securities
Maryland
$939K -$96.2K -1,431 -9%
CWM
833
Cornerstone Wealth Management
Missouri
$930K -$107M -1,598,277 -99%
LF
834
Lee Financial
Texas
$929K -$76.7K -1,149 -8%
SIA
835
Sit Investment Associates
Minnesota
$928K -$37.4K -560 -4%
CCMW
836
Cypress Capital Management (Wyoming)
Wyoming
$927K -$64.8K -970 -7%
MCM
837
Monarch Capital Management
Indiana
$927K +$14.7K +220 +2%
HT
838
Heritage Trust
Oklahoma
$926K -$64.6K -968 -7%
BTNA
839
Bremer Trust National Association
Minnesota
$921K -$172K -2,580 -16%
APA
840
American Portfolios Advisors
New York
$919K -$132K -1,981 -13%
BA
841
Boston Advisors
Massachusetts
$917K -$13K -195 -1%
TPWA
842
TRUE Private Wealth Advisors
Oregon
$916K +$37.3K +549 +4%
SAM
843
Security Asset Management
New York
$910K -$12.8K -192 -1%
CAN
844
Claraphi Advisory Network
United States
$908K -$125K -1,876 -12%
SCIM
845
Spring Creek Investment Management
Pennsylvania
$908K +$908K +13,600 New
CCA
846
Cobblestone Capital Advisors
New York
$905K -$26.7K -400 -3%
PM
847
Parametrica Management
Hong Kong
$896K +$896K +13,420 New
CCP
848
Corient Capital Partners
California
$895K -$1.07M -15,976 -54%
VAS
849
Valicenti Advisory Services
New York
$892K -$13.2K -198 -1%
ET
850
Equitable Trust
Tennessee
$890K -$392K -5,864 -31%
32 33
34
35 36