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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 %
CTA
876
Chesley Taft & Associates
Illinois
$799K -$53.4K -800 -6%
IFAM
877
Institutional & Family Asset Management
Colorado
$797K -$15K -224 -2%
CG
878
Cutler Group
California
$794K -$544K -8,155 -41%
GI
879
Gavea Investimentos
Brazil
$794K +$794K +11,900 New
AFP
880
Ausdal Financial Partners
Iowa
$791K -$118K -1,766 -13%
SBH
881
Segall Bryant & Hamill
Illinois
$791K +$1.54K +23 +0.2%
SIM
882
Sonora Investment Management
Arizona
$791K +$180K +2,699 +30%
APC
883
Aspire Private Capital
North Carolina
$791K +$791K +11,856 New
FNBOO
884
First National Bank of Omaha
Nebraska
$785K -$147K -2,201 -16%
MWM
885
Mission Wealth Management
California
$782K +$604K +9,050 +339%
EWM
886
Endurance Wealth Management
Rhode Island
$780K -$4K -60 -0.5%
FBFS
887
First Business Financial Services
Wisconsin
$780K +$133K +2,000 +21%
BSB
888
Bangor Savings Bank
Maine
$776K -$215K -3,227 -22%
ER
889
Enlightenment Research
Florida
$774K +$774K +11,600 New
NRS
890
Neville Rodie & Shaw
New York
$771K -$25.7K -385 -3%
CWM
891
Chesapeake Wealth Management
Virginia
$769K -$155K -2,317 -17%
AB
892
AT Bancorp
Iowa
$768K – – –
WLIM
893
White Lighthouse Investment Management
Massachusetts
$767K +$147K +2,200 +24%
NPF
894
Norris Perne & French
Michigan
$762K -$81.5K -1,221 -10%
EM
895
Excalibur Management
Massachusetts
$761K -$2.67K -40 -0.3%
MCM
896
Mork Capital Management
California
$761K +$761K +11,400 New
AWM
897
Altavista Wealth Management
North Carolina
$756K – – –
MAFM
898
Mid Atlantic Financial Management
Pennsylvania
$756K +$756K +11,331 New
FDCDDQ
899
Federation des caisses Desjardins du Quebec
Quebec, Canada
$754K +$64.2K +961 +9%
DT
900
Diversified Trust
Tennessee
$754K -$1.58M -23,662 -68%
34 35
36
37 38