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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 %
HFS
951
Haverford Financial Services
Pennsylvania
$758K +$3.67K +45 +0.5%
WLIM
952
White Lighthouse Investment Management
Massachusetts
$757K +$310K +3,800 +69%
FMWA
953
Forvis Mazars Wealth Advisors
Missouri
$756K -$319K -3,907 -30%
OFW
954
Omnia Family Wealth
Florida
$756K -$148K -1,794 -16%
PP
955
Paloma Partners
Connecticut
$750K -$2.89M -35,492 -79%
SIM
956
Sonora Investment Management
Arizona
$746K -$40.5K -497 -5%
KA
957
KLCM Advisors
Wisconsin
$744K +$172K +2,104 +30%
LCM
958
Landscape Capital Management
New Jersey
$743K +$743K +9,110 New
ACM
959
Azimuth Capital Management
Michigan
$742K -$27.4K -336 -4%
GCA
960
Guardian Capital Advisors
Ontario, Canada
$741K -$12.7K -150 -2%
TCM
961
Tradition Capital Management
New Jersey
$740K +$24.4K +300 +3%
RCAG
962
Rehmann Capital Advisory Group
Michigan
$737K -$135K -1,653 -15%
SCI
963
Stableford Capital II
Arizona
$736K -$1.07M -13,164 -59%
FG
964
Fiduciary Group
Georgia
$734K +$1.79K +22 +0.2%
SS
965
Sunbelt Securities
Texas
$731K +$9.54K +117 +1%
PFSC
966
Peoples Financial Services Corp
Pennsylvania
$730K +$168K +2,065 +30%
DIA
967
Dana Investment Advisors
Wisconsin
$728K -$15.7M -192,587 -96%
SHA
968
Seneca House Advisors
Virginia
$728K -$545K -6,681 -43%
WA
969
Waverly Advisors
Alabama
$727K +$77.1K +946 +12%
QCG
970
Quadrant Capital Group
Ohio
$726K +$28.4K +357 +4%
VCWA
971
Vanguard Capital Wealth Advisors
Colorado
$723K +$27.7K +340 +4%
KIG
972
Kessler Investment Group
Indiana
$720K -$37.1K -455 -5%
AF
973
Arrow Financial
New York
$714K +$12.3K +151 +2%
OSNBOA
974
Old Second National Bank of Aurora
Illinois
$711K -$176K -2,158 -20%
LA
975
Lau Associates
Delaware
$709K +$447K +5,479 +171%
37 38
39
40 41