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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 %
P
876
Pitcairn
Pennsylvania
$967K -$94.1K -1,165 -9%
CRIG
877
Charter Research & Investment Group
Connecticut
$962K -$3.63K -45 -0.4%
IFAM
878
Institutional & Family Asset Management
Colorado
$961K +$12.6K +156 +1%
SBWM
879
Sunflower Bank Wealth Management
Arizona
$959K – – –
FCCM
880
First City Capital Management
Georgia
$955K +$18.6K +230 +2%
BCP
881
Berkeley Capital Partners
Georgia
$953K +$259K +3,209 +37%
EM
882
Excalibur Management
Massachusetts
$952K -$64.6K -800 -6%
AWM
883
Altavista Wealth Management
North Carolina
$951K -$244K -3,020 -20%
MCWS
884
McKinley Carter Wealth Services
West Virginia
$951K -$64.9K -804 -6%
EWM
885
Endurance Wealth Management
Rhode Island
$949K -$103K -1,280 -10%
CLOS
886
Compagnie Lombard Odier SCmA
Switzerland
$945K -$732K -9,050 -44%
WJA
887
Williams Jones & Associates
New York
$938K -$1.3M -16,089 -58%
EAM
888
Evanson Asset Management
California
$938K -$133K -1,649 -12%
IWP
889
Icon Wealth Partners
Texas
$937K +$36K +446 +4%
AB
890
AT Bancorp
Iowa
$929K +$91.2K +1,129 +11%
TMC
891
Trellus Management Company
Florida
$929K +$929K +11,500 New
BFC
892
Blue Fin Capital
Rhode Island
$922K -$484 -6 -0.1%
PWSG
893
Pacific Wealth Strategies Group
California
$917K -$727 -9 -0.1%
WHRC
894
W.H. Reaves & Co
New Jersey
$914K -$230K -2,850 -20%
RMSCM
895
R.M. Sincerbeaux Capital Management
New York
$913K +$110K +1,358 +14%
TCM
896
Traynor Capital Management
Pennsylvania
$903K +$903K +11,251 New
DBRC
897
D.B. Root & Company
Pennsylvania
$902K +$58.9K +730 +7%
FMT
898
First Mercantile Trust
Tennessee
$901K – – –
OFW
899
Omnia Family Wealth
Florida
$897K +$341K +4,159 +61%
Westfield Capital Management
900
Westfield Capital Management
Massachusetts
$896K -$83.9M -1,039,309 -99%
34 35
36
37 38