PM icon

Philip Morris
PM

Overview Fund Activity

1,748 hedge funds and large institutions have $112B invested in Philip Morris in 2018 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 625 increasing their positions, 753 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,748
Holders Change
+12
Holders Change %
+0.69%
% of All Funds
40.12%
Holding in Top 10
65
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.14%
% of All Funds
1.49%
New
128
Increased
625
Reduced
753
Closed
92
Calls
$546M
Puts
$533M
Net Calls
+$13.1M
Net Calls Change
+$567M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$494M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
+$296M
3
Citadel Advisors
Citadel Advisors
Florida
+$250M
4
Deutsche Bank
Deutsche Bank
Germany
+$239M
5
CI
Cambiar Investors
Colorado
+$220M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$471M
2
Capital World Investors
Capital World Investors
California
-$381M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$349M
4
CRC
Cedar Rock Capital
United Kingdom
-$338M
5
State Street
State Street
Massachusetts
-$269M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
1001
Financial Advocates Investment Management
Washington
$913K +$144K +1,446 +19%
XSC
1002
X-Square Capital
Puerto Rico
$907K +$7.66K +77 +0.9%
1SB
1003
1ST Source Bank
Indiana
$903K +$298 +3 +0%
MWM
1004
Modera Wealth Management
New Jersey
$896K -$23.8K -239 -3%
NJBEST
1005
New Jersey Better Educational Savings Trust
New Jersey
$895K -$99.4K -1,000 -10%
AF
1006
Arrow Financial
New York
$885K -$26.7K -269 -3%
WA
1007
WBH Advisory
Maryland
$882K -$33.4K -336 -4%
VCM
1008
Virtue Capital Management
Tennessee
$881K +$67.3K +805 +8%
RCA
1009
Rowland Carmichael Advisors
Arizona
$881K +$266K +2,679 +43%
RIL
1010
Rothschild Investment LLC
Illinois
$878K -$159K -1,600 -15%
PA
1011
Parallel Advisors
California
$874K +$49.4K +497 +6%
MPI
1012
Mairs & Power Inc
Minnesota
$868K +$28.6K +288 +3%
PI
1013
PineBridge Investments
New York
$867K -$2.2M -22,167 -72%
GCM
1014
Grisanti Capital Management
New York
$867K -$18.9K -190 -2%
EWA
1015
EP Wealth Advisors
California
$865K +$52.8K +531 +6%
LPT
1016
Legacy Private Trust
Wisconsin
$863K -$21.9K -220 -2%
WSCM
1017
Wellington Shields Capital Management
New York
$862K – – –
PL
1018
Plancorp LLC
Missouri
$861K -$12.3K -124 -1%
QCG
1019
Quadrant Capital Group
Ohio
$860K +$55.8K +578 +7%
WG
1020
Welch Group
Alabama
$858K +$154K +1,551 +22%
BCP
1021
Berkeley Capital Partners
Georgia
$854K +$116K +1,165 +16%
PCP
1022
Proficio Capital Partners
Massachusetts
$850K +$91.7K +923 +12%
WA
1023
Waverly Advisors
Alabama
$849K -$433K -4,352 -34%
BPCE
1024
Bank Pictet & Cie (Europe)
Germany
$849K -$15.4K -155 -2%
NFG
1025
Next Financial Group
Texas
$847K +$148K +1,488 +21%
39 40
41
42 43