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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 %
CS
851
Comerica Securities
Michigan
$1.02M +$123K +1,486 +14%
NGA
852
Naples Global Advisors
Florida
$1.01M -$452K -5,540 -31%
GD
853
Grandfield & Dodd
New York
$996K – – –
FC
854
Forte Capital
New York
$994K +$16.7K +205 +2%
IFAM
855
Institutional & Family Asset Management
Colorado
$991K +$21K +258 +2%
Cetera Investment Advisers
856
Cetera Investment Advisers
Illinois
$981K +$262K +3,231 +37%
BAM
857
Belpointe Asset Management
Nevada
$981K +$686K +8,417 +233%
HIC
858
Harvey Investment Company
Kentucky
$980K – – –
HI
859
HBK Investments
Texas
$978K -$3.9M -47,790 -80%
CPR
860
CSU Producer Resources
Ohio
$978K – – –
CIC
861
Canal Insurance Company
South Carolina
$978K +$734K +9,000 +300%
YMRC
862
Yorktown Management & Research Company
Virginia
$978K +$978K +12,000 New
P
863
Pitcairn
Pennsylvania
$975K -$2.45K -30 -0.3%
NRS
864
Neville Rodie & Shaw
New York
$973K -$8.15K -100 -0.8%
FPCG
865
Fort Pitt Capital Group
Pennsylvania
$973K +$140K +1,712 +17%
CRIG
866
Charter Research & Investment Group
Connecticut
$970K -$2.04K -25 -0.2%
MCWS
867
McKinley Carter Wealth Services
West Virginia
$968K +$7.09K +87 +0.7%
DBRC
868
D.B. Root & Company
Pennsylvania
$968K +$57.1K +700 +6%
SBH
869
Segall Bryant & Hamill
Illinois
$964K -$69.9K -857 -7%
EDRH
870
Edmond de Rothschild Holding
Switzerland
$964K +$404K +4,949 +72%
WJA
871
Williams Jones & Associates
New York
$960K +$12.2K +150 +1%
KTC
872
Kistler-Tiffany Companies
Pennsylvania
$958K -$87.3K -1,070 -8%
EWM
873
Endurance Wealth Management
Rhode Island
$958K – – –
FCCM
874
First City Capital Management
Georgia
$957K -$8.16K -100 -0.8%
IWP
875
Icon Wealth Partners
Texas
$957K +$11.1K +136 +1%
33 34
35
36 37