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Philip Morris
PM

Overview Fund Activity

1,650 hedge funds and large institutions have $91.4B invested in Philip Morris in 2018 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 622 increasing their positions, 730 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,650
Holders Change
-98
Holders Change %
-5.61%
% of All Funds
37.83%
Holding in Top 10
43
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-33.85%
% of All Funds
0.99%
New
95
Increased
622
Reduced
730
Closed
173
Calls
$618M
Puts
$775M
Net Calls
-$157M
Net Calls Change
-$170M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.83B
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$454M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
+$373M
4
Morgan Stanley
Morgan Stanley
New York
+$354M
5
Invesco
Invesco
Georgia
+$324M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$820M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$609M
3
Bank of America
Bank of America
North Carolina
-$509M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$479M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMC
1101
First Merchants Corp
Indiana
$492K – – –
XS
1102
XR Securities
Illinois
$487K +$487K +6,028 New
GIP
1103
Greatmark Investment Partners
Georgia
$486K +$35.1K +435 +8%
FAIM
1104
Financial Advocates Investment Management
Washington
$484K -$252K -3,147 -34%
RC
1105
RBF Capital
California
$484K – – –
MWM
1106
Merriman Wealth Management
Washington
$483K – – –
LSAG
1107
Lake Street Advisors Group
New Hampshire
$482K -$50.4K -625 -9%
BCM
1108
Breiter Capital Management
Florida
$482K +$104K +1,288 +28%
WA
1109
Wealth Architects
California
$481K – – –
HCC
1110
Hirtle Callaghan & Co
Pennsylvania
$480K +$480K +5,866 New
FMTCOCP
1111
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$479K -$53.7K -665 -10%
DP
1112
Dearborn Partners
Illinois
$478K -$154K -1,911 -24%
H
1113
HoyleCohen
California
$474K -$20K -248 -4%
CHC
1114
City Holding Co
West Virginia
$473K -$6.54K -81 -1%
VIA
1115
Vident Investment Advisory
Georgia
$472K +$9.13K +113 +2%
BFM
1116
Boothbay Fund Management
New York
$471K +$471K +5,835 New
ACM
1117
Armbruster Capital Management
New York
$468K -$484 -6 -0.1%
TC
1118
Truvestments Capital
Florida
$468K +$468K +5,801 New
CIA
1119
Choate Investment Advisors
Massachusetts
$467K -$183K -2,275 -28%
PFA
1120
Pathway Financial Advisors
Vermont
$467K – – –
SCM
1121
Schnieders Capital Management
California
$466K -$112K -1,394 -19%
PFS
1122
Prospera Financial Services
Texas
$466K -$6.26K -77 -1%
TCM
1123
Tanaka Capital Management
New York
$466K – – –
BWL
1124
Bogart Wealth LLC
Virginia
$466K +$26.4K +327 +6%
MWPCG
1125
Measured Wealth Private Client Group
New Hampshire
$464K +$464K +5,750 New
43 44
45
46 47