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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 %
CLOS
876
Compagnie Lombard Odier SCmA
Switzerland
$954K – – –
AB
877
AT Bancorp
Iowa
$938K – – –
Walleye Trading
878
Walleye Trading
New York
$934K -$4.84M -59,329 -84%
EM
879
Excalibur Management
Massachusetts
$933K -$28.1K -345 -3%
SBWM
880
Sunflower Bank Wealth Management
Arizona
$929K -$39.2K -480 -4%
NO
881
Ninety One
South Africa
$926K -$8.58M -105,143 -90%
BCP
882
Berkeley Capital Partners
Georgia
$924K -$38.6K -474 -4%
AWM
883
Altavista Wealth Management
North Carolina
$924K -$36.7K -450 -4%
PWSG
884
Pacific Wealth Strategies Group
California
$923K -$3.18K -39 -0.3%
WHRC
885
W.H. Reaves & Co
New Jersey
$923K – – –
CCM
886
Coldstream Capital Management
Washington
$912K -$72.3K -887 -7%
FMT
887
First Mercantile Trust
Tennessee
$910K – – –
American Century Companies
888
American Century Companies
Missouri
$909K -$72.4M -887,635 -99%
PA
889
Parallel Advisors
California
$909K +$214K +2,624 +31%
FFBTD
890
First Financial Bank - Trust Division
Ohio
$904K -$326 -4 -0%
TCM
891
Traynor Capital Management
Pennsylvania
$901K -$16.4K -201 -2%
ZIC
892
ZWJ Investment Counsel
Georgia
$896K -$2.69K -33 -0.3%
SC
893
Savant Capital
Illinois
$896K -$815 -10 -0.1%
BA
894
BKS Advisors
Michigan
$895K – – –
TCOO
895
Trust Company of Oklahoma
Oklahoma
$891K – – –
PA
896
Probity Advisors
Texas
$890K -$177K -2,171 -17%
IIM
897
Ipswich Investment Management
Massachusetts
$888K +$70.5K +864 +9%
CCT
898
Capital City Trust
Florida
$884K -$21.2K -260 -2%
XSC
899
X-Square Capital
Puerto Rico
$879K +$3.1K +38 +0.4%
CPA
900
Capital Planning Advisors
California
$877K +$562K +6,890 +178%
34 35
36
37 38