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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 %
DP
926
Dearborn Partners
Illinois
$706K +$258K +3,858 +57%
GD
927
Grandfield & Dodd
New York
$705K -$110K -1,648 -13%
CRC
928
Curi RMB Capital
Illinois
$702K -$241K -3,613 -26%
IWP
929
Icon Wealth Partners
Texas
$702K -$81.7K -1,224 -10%
BWP
930
Baldwin Wealth Partners
Massachusetts
$702K – – –
KA
931
Kovack Advisors
Florida
$702K +$161K +2,409 +30%
BS
932
Banco Santander
Spain
$697K -$538K -8,063 -44%
XSC
933
X-Square Capital
Puerto Rico
$696K -$22.5K -338 -3%
WANY
934
Wealthspire Advisors (New York)
New York
$693K +$693K +10,375 New
CPA
935
Capital Planning Advisors
California
$692K -$25.4K -380 -4%
OAMU
936
Ostrum Asset Management US
New York
$692K +$692K +10,371 New
SC
937
Savant Capital
Illinois
$689K -$44.4K -666 -6%
BFM
938
Boston Financial Management
Massachusetts
$688K -$490K -7,329 -42%
MHS
939
M Holdings Securities
Oregon
$688K -$11.9K -178 -2%
CFGS
940
Concourse Financial Group Securities
Alabama
$684K +$426K +6,273 +165%
SAM
941
Strategy Asset Managers
California
$680K -$471K -7,051 -41%
PI
942
Pathlight Investors
Arizona
$679K +$679K +9,999 New
EAM
943
Evanson Asset Management
California
$678K +$67 +1 +0%
BAM
944
Belpointe Asset Management
Nevada
$676K -$127K -1,906 -16%
LSCM
945
LaSalle Street Capital Management
Illinois
$676K – – –
WCM
946
Whitener Capital Management
North Carolina
$675K -$20K -300 -3%
SJL
947
Shayne & Jacobs LLC
Tennessee
$674K – – –
LPWM
948
Lake Point Wealth Management
Texas
$669K +$669K +10,027 New
PJSIMP
949
P.J. Schmidt Investment Management (PJS)
Wisconsin
$664K -$1.88M -28,121 -74%
BW
950
Bison Wealth
Georgia
$656K -$25.5K -382 -4%
36 37
38
39 40