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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 %
RMDI
1001
R.M. Davis Inc
Maine
$569K -$114K -1,709 -17%
QCG
1002
Quadrant Capital Group
Ohio
$566K -$26.3K -405 -4%
SIG
1003
Schaller Investment Group
North Carolina
$565K – – –
CSM
1004
CAMG Solamere Management
North Carolina
$563K +$372K +5,566 +195%
BFC
1005
Blue Fin Capital
Rhode Island
$558K -$128K -1,919 -19%
FMWA
1006
Forvis Mazars Wealth Advisors
Missouri
$558K -$60.3K -904 -10%
OSNBOA
1007
Old Second National Bank of Aurora
Illinois
$556K -$26.7K -400 -5%
FBA
1008
Front Barnett Associates
Illinois
$552K -$82.1K -1,230 -13%
NNP
1009
Nachman Norwood & Parrott
South Carolina
$552K +$552K +8,267 New
JAFL
1010
Jay A. Fishman Ltd
Michigan
$546K +$33.8K +506 +7%
1SB
1011
1ST Source Bank
Indiana
$544K -$25.6K -384 -4%
FCA
1012
FLC Capital Advisors
California
$540K +$540K +8,082 New
PAWC
1013
P.A.W. Capital
Connecticut
$534K – – –
FI
1014
Fosun International
China
$533K -$1.8M -27,000 -77%
MBT
1015
Montecito Bank & Trust
California
$533K – – –
SWM
1016
SVA Wealth Management
Wisconsin
$531K -$21.1K -317 -4%
1WA
1017
180 Wealth Advisors
Washington
$529K – – –
MCM
1018
Manchester Capital Management
Vermont
$528K – – –
SCI
1019
Stableford Capital II
Arizona
$526K -$76.4K -1,146 -13%
BCM
1020
BBT Capital Management
Texas
$526K +$526K +7,875 New
ACI
1021
Alpha Cubed Investments
California
$524K -$78.5K -1,175 -13%
BPCA
1022
Bank Pictet & Cie (Asia)
Singapore
$523K -$167K -2,500 -24%
SM
1023
Sciencast Management
New Jersey
$523K +$523K +7,307 New
GC
1024
Grace Capital
Massachusetts
$521K -$147K -2,200 -22%
WP
1025
WealthPLAN Partners
Nebraska
$521K +$67.5K +808 +15%
39 40
41
42 43