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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 %
WB
1101
Webster Bank
Connecticut
$443K -$7.41K -111 -2%
ISB
1102
Iowa State Bank
Iowa
$442K +$6.68K +100 +2%
CT
1103
Cambridge Trust
Massachusetts
$442K +$24.4K +365 +6%
SC
1104
SRB Corp
Massachusetts
$438K +$438K +6,554 New
AC
1105
Avestar Capital
New York
$436K -$2.17K -33 -0.5%
V
1106
VeraBank
Texas
$431K +$431K +6,447 New
ASC
1107
Atalanta Sosnoff Capital
New York
$430K – – –
DW
1108
Domani Wealth
Pennsylvania
$428K +$428K +6,414 New
AB
1109
Atlas Brown
Kentucky
$424K -$55.5K -831 -12%
WCM
1110
Wallace Capital Management
Texas
$424K -$25.7K -384 -6%
SAM
1111
Symphony Asset Management
California
$423K +$423K +6,331 New
PSG
1112
Planning Solutions Group
Maryland
$421K +$421K +6,309 New
MPM
1113
Meritage Portfolio Management
Kansas
$420K -$3.07M -45,979 -88%
MGAM
1114
McGowan Group Asset Management
Texas
$419K -$5.87K -88 -1%
MWM
1115
Merriman Wealth Management
Washington
$418K +$5.29K +76 +1%
MHIC
1116
Marble Harbor Investment Counsel
Massachusetts
$418K +$8.14K +122 +2%
NG
1117
NatWest Group
United Kingdom
$417K -$246K -3,693 -37%
CPA
1118
Clear Perspective Advisors
Illinois
$415K -$40.1K -600 -9%
DAC
1119
Dividend Assets Capital
South Carolina
$414K -$16.6K -249 -4%
PCM
1120
Parsons Capital Management
Rhode Island
$413K -$4.41K -66 -1%
WT
1121
Washington Trust
Rhode Island
$412K -$26.7K -400 -6%
WIC
1122
Whitegate Investment Counselors
New Hampshire
$412K -$2.67K -40 -0.6%
Schroder Investment Management Group
1123
Schroder Investment Management Group
United Kingdom
$412K +$17K +254,248 +4%
AA
1124
Ancora Advisors
Ohio
$411K -$33.1K -496 -7%
ARMT
1125
Amica Retiree Medical Trust
Rhode Island
$410K – – –
43 44
45
46 47