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Philip Morris
PM

Overview Fund Activity

1,650 hedge funds and large institutions have $91.4B invested in Philip Morris in 2018 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 622 increasing their positions, 730 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,650
Holders Change
-98
Holders Change %
-5.61%
% of All Funds
37.83%
Holding in Top 10
43
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-33.85%
% of All Funds
0.99%
New
95
Increased
622
Reduced
730
Closed
173
Calls
$618M
Puts
$775M
Net Calls
-$157M
Net Calls Change
-$170M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.83B
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$454M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
+$373M
4
Morgan Stanley
Morgan Stanley
New York
+$354M
5
Invesco
Invesco
Georgia
+$324M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$820M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$609M
3
Bank of America
Bank of America
North Carolina
-$509M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$479M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
851
Forvis Mazars Wealth Advisors
Missouri
$1.06M +$50.5K +625 +5%
PA
852
Probity Advisors
Texas
$1.06M +$161K +1,994 +18%
WS
853
Wedbush Securities
California
$1.05M +$98.8K +1,223 +10%
CG
854
Caprock Group
Idaho
$1.05M +$156K +1,902 +17%
MA
855
Mutual Advisors
Nebraska
$1.05M -$39.4K -488 -4%
TPWA
856
TRUE Private Wealth Advisors
Oregon
$1.05M +$54.4K +664 +5%
UBV
857
United Bank (Virginia)
Virginia
$1.04M -$119K -1,479 -10%
PPSG
858
Princeton Portfolio Strategies Group
New Jersey
$1.04M -$13.2K -164 -1%
KTC
859
Kistler-Tiffany Companies
Pennsylvania
$1.04M -$36.1K -447 -3%
AC
860
Ascend Capital
California
$1.03M +$1.03M +12,773 New
MWP
861
MYCIO Wealth Partners
Pennsylvania
$1.03M +$19.1K +237 +2%
SBH
862
Segall Bryant & Hamill
Illinois
$1.02M -$182K -2,249 -15%
RL
863
Ruffer LLP
United Kingdom
$1.01M +$1.01M +12,500 New
WKWM
864
Walter & Keenan Wealth Management
Indiana
$1.01M – – –
BPCA
865
Bank Pictet & Cie (Asia)
Singapore
$997K +$725K +8,978 +267%
IB
866
Intrust Bank
Kansas
$989K -$67.9K -841 -6%
FNB
867
Farmers National Bank
Kentucky
$988K -$26.2K -324 -3%
GD
868
Grandfield & Dodd
New York
$986K -$28.3K -350 -3%
PNC
869
Park National Corp
Ohio
$977K -$15.6K -193 -2%
WAM
870
Winslow Asset Management
Ohio
$976K – – –
CCM
871
Coldstream Capital Management
Washington
$974K -$264K -3,276 -21%
NRS
872
Neville Rodie & Shaw
New York
$972K -$2.02K -25 -0.2%
HIC
873
Harvey Investment Company
Kentucky
$970K -$12.1K -150 -1%
CPR
874
CSU Producer Resources
Ohio
$969K – – –
FC
875
Forte Capital
New York
$968K +$968K +11,995 New
33 34
35
36 37