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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 %
MWM
1101
Merriman Wealth Management
Washington
$484K -$4.08K -50 -0.8%
NDSI
1102
Newman Dignan & Sheerar Inc
Rhode Island
$484K -$421 -5 -0.1%
FMTCOCP
1103
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$484K – – –
VIA
1104
Vident Investment Advisory
Georgia
$484K +$7.58K +93 +2%
CCM
1105
Copeland Capital Management
Pennsylvania
$483K -$35K -430 -7%
BFC
1106
Bedel Financial Consulting
Indiana
$479K – – –
ACM
1107
Armbruster Capital Management
New York
$475K +$2.36K +29 +0.5%
SSW
1108
Smith Shellnut Wilson
Mississippi
$475K +$475K +5,823 New
BCM
1109
Breiter Capital Management
Florida
$472K -$14.6K -179 -3%
RPC
1110
Rossmore Private Capital
Connecticut
$472K +$188K +2,303 +66%
TCM
1111
Tanaka Capital Management
New York
$471K – – –
CIC
1112
Chilton Investment Company
Connecticut
$471K +$46K +564 +11%
WP
1113
WealthPLAN Partners
Nebraska
$470K +$51.5K +595 +12%
H
1114
HoyleCohen
California
$468K -$10.7K -131 -2%
HGWM
1115
Harvest Group Wealth Management
Massachusetts
$467K – – –
DOA
1116
D'Orazio & Associates
Virginia
$467K +$82 +1 +0%
CCB
1117
Cutter & Co Brokerage
Missouri
$467K +$47K +576 +11%
RWM
1118
Ritholtz Wealth Management
New York
$466K -$190K -2,337 -29%
WA
1119
Wealth Architects
California
$463K -$22.4K -275 -5%
CHC
1120
City Holding Co
West Virginia
$462K -$16.3K -200 -3%
Lido Advisors
1121
Lido Advisors
California
$458K +$214K +2,589 +88%
CC
1122
Cedar Capital
Illinois
$457K +$66.2K +813 +17%
SCM
1123
SOL Capital Management
Maryland
$456K – – –
GIM
1124
Greylin Investment Management
Virginia
$456K – – –
AI
1125
Accredited Investors
Minnesota
$455K -$2.2K -27 -0.5%
43 44
45
46 47