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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 %
CS
1001
Cannell & Spears
New York
$631K – – –
VNA
1002
Valley National Advisers
Pennsylvania
$630K -$15.9K -195 -2%
RIM
1003
Regent Investment Management
Kentucky
$629K +$32.6K +400 +5%
JAFL
1004
Jay A. Fishman Ltd
Michigan
$626K -$8.15K -100 -1%
RIL
1005
Rothschild Investment LLC
Illinois
$623K -$48.9K -600 -7%
PC
1006
Permit Capital
Pennsylvania
$623K – – –
MPI
1007
Mairs & Power Inc
Minnesota
$620K -$24.6K -302 -4%
NIM
1008
Northeast Investment Management
Massachusetts
$620K -$2.86K -35 -0.5%
TFA
1009
Toth Financial Advisory
Virginia
$619K -$5.3K -65 -0.8%
EWA
1010
EP Wealth Advisors
California
$618K +$50.2K +616 +9%
CAM
1011
Columbia Asset Management
Michigan
$616K -$27.9K -342 -4%
EHC
1012
Everett Harris & Co
California
$615K -$6.11K -75 -1%
PAS
1013
Partnervest Advisory Services
California
$611K +$103K +1,264 +20%
BJL
1014
Brighton Jones LLC
Washington
$607K +$62.7K +769 +12%
CA
1015
Cornerstone Advisory
Maryland
$607K +$73.4K +901 +14%
PFS
1016
Physicians Financial Services
North Carolina
$603K -$19.6K -240 -3%
SSWM
1017
Smith Salley Wealth Management
North Carolina
$601K -$7.74K -95 -1%
PP
1018
PagnatoKarp Partners
Virginia
$601K +$28.4K +344 +5%
SOAMC
1019
Spirit of America Management Corp
New York
$599K -$154K -1,890 -20%
BCM
1020
Bluefin Capital Management
New York
$597K +$597K +7,324 New
WCAMG
1021
Woodard & Company Asset Management Group
North Carolina
$596K +$1.22K +15 +0.2%
MBT
1022
Monroe Bank & Trust
Michigan
$592K -$3.26K -40 -0.5%
JIC
1023
Joel Isaacson & Co
New York
$590K – – –
SBSB
1024
Sullivan, Bruyette, Speros & Blaney
Virginia
$588K +$326 +4 +0.1%
CAM
1025
Chesapeake Asset Management
New York
$586K -$3.67K -45 -0.6%
39 40
41
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