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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 %
FFBTD
976
First Financial Bank - Trust Division
Ohio
$609K -$131K -1,958 -18%
KA
977
KLCM Advisors
Wisconsin
$609K – – –
DY
978
Dowling & Yahnke
California
$600K +$18.2K +210 +3%
PWAP
979
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$599K -$22.7K -341 -4%
PFSC
980
Peoples Financial Services Corp
Pennsylvania
$597K – – –
GCA
981
Guardian Capital Advisors
Ontario, Canada
$596K -$13.9K -200 -2%
AWA
982
ARS Wealth Advisors
Florida
$595K -$27.7K -415 -4%
RMC
983
Resources Management Corp
Connecticut
$594K -$38.3K -574 -6%
NFG
984
Next Financial Group
Texas
$594K +$135K +2,025 +29%
FBP
985
Flippin Bruce & Porter
Virginia
$592K -$60K -900 -9%
PA
986
Probity Advisors
Texas
$589K -$139K -2,084 -19%
CC
987
Cedar Capital
Illinois
$588K +$213K +3,192 +57%
MA
988
MONECO Advisors
Connecticut
$588K +$588K +8,812 New
AWM
989
Avior Wealth Management
Nebraska
$587K +$141K +2,120 +32%
AW
990
ACG Wealth
Georgia
$586K -$47.5K -711 -7%
AF
991
Arrow Financial
New York
$583K -$1.67K -25 -0.3%
DAS
992
Dynamic Advisor Solutions
Arizona
$577K -$108K -1,488 -16%
AIM
993
Avity Investment Management
Connecticut
$577K – – –
KTC
994
Kistler-Tiffany Companies
Pennsylvania
$575K -$209K -3,130 -27%
LPT
995
Legacy Private Trust
Wisconsin
$575K – – –
LHC
996
Little House Capital
Massachusetts
$573K +$573K +8,517 New
DIM
997
DC Investments Management
Virginia
$573K +$573K +8,577 New
FMTC
998
Farmers & Merchants Trust Company
California
$573K +$573K +8,578 New
FG
999
Fiduciary Group
Georgia
$571K -$29.9K -448 -5%
CAM
1000
Carret Asset Management
New York
$570K -$136K -2,040 -19%
38 39
40
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