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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 %
CCM
901
Chilton Capital Management
Texas
$863K -$24.9K -305 -3%
CAM
902
Carret Asset Management
New York
$862K +$326 +4 +0%
CPO
903
Cerity Partners OCIO
New York
$861K -$2.94K -36 -0.3%
BWP
904
Baldwin Wealth Partners
Massachusetts
$858K -$4.08K -50 -0.5%
PNC
905
Park National Corp
Ohio
$857K -$130K -1,590 -13%
MHS
906
M Holdings Securities
Oregon
$855K -$49.3K -605 -5%
WCM
907
Whitener Capital Management
North Carolina
$849K -$8.15K -100 -1%
FDCDDQ
908
Federation des caisses Desjardins du Quebec
Quebec, Canada
$843K -$6.07M -74,402 -88%
BPCA
909
Bank Pictet & Cie (Asia)
Singapore
$842K -$164K -2,016 -16%
PVWM
910
Point View Wealth Management
New Jersey
$840K -$22.2K -272 -3%
BFC
911
Blue Fin Capital
Rhode Island
$839K -$93.3K -1,144 -10%
PWM
912
Perigon Wealth Management
California
$837K +$627K +7,587 +299%
UBV
913
United Bank (Virginia)
Virginia
$836K -$216K -2,647 -21%
RMDI
914
R.M. Davis Inc
Maine
$834K +$195K +2,389 +30%
BW
915
Bison Wealth
Georgia
$833K +$16.2K +198 +2%
EAM
916
Evanson Asset Management
California
$828K -$119K -1,462 -13%
LSCM
917
LaSalle Street Capital Management
Illinois
$826K -$470K -5,766 -36%
SJL
918
Shayne & Jacobs LLC
Tennessee
$824K – – –
AAMU
919
AEGON Asset Management (UK)
United Kingdom
$823K +$823K +10,096 New
MOS
920
MGO One Seven
Ohio
$820K +$820K +10,057 New
GC
921
Grace Capital
Massachusetts
$816K – – –
NG
922
NatWest Group
United Kingdom
$811K -$5.71K -70 -0.7%
CB
923
Community Bank
New York
$808K – – –
LJAC
924
L.J. Altfest & Co
New York
$808K +$6.11K +75 +0.8%
OIA
925
OneDigital Investment Advisors
Kansas
$807K -$5.46K -67 -0.7%
35 36
37
38 39