PM icon

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 %
BHIA
1176
Birch Hill Investment Advisors
Massachusetts
$400K +$8.16K +100 +2%
RTS
1177
Round Table Services
New Jersey
$400K +$72.6K +890 +22%
WAM
1178
Weatherly Asset Management
California
$399K -$6.94K -85 -2%
MWM
1179
Modera Wealth Management
New Jersey
$398K -$157K -1,926 -28%
SRAM
1180
Stone Ridge Asset Management
New York
$397K +$397K +4,863 New
MRCM
1181
M&R Capital Management
New Jersey
$396K -$10.2K -125 -3%
PFA
1182
Pathway Financial Advisors
Vermont
$392K – – –
NA
1183
Navellier & Associates
Nevada
$392K +$11.8K +144 +3%
BST
1184
Bath Savings Trust
Maine
$390K -$440K -5,395 -53%
CNC
1185
Citizens & Northern Corp
Pennsylvania
$386K – – –
CIC
1186
Cornercap Investment Counsel
Georgia
$384K -$3.43K -42 -0.9%
CCP
1187
Clarkston Capital Partners
Michigan
$384K – – –
DJSG
1188
D.J. St. Germain
Massachusetts
$384K +$113K +1,380 +41%
BCWM
1189
Blue Chip Wealth Management
Florida
$383K -$81.1K -996 -17%
CA
1190
Callahan Advisors
Texas
$382K – – –
FIM
1191
Freedom Investment Management
Connecticut
$381K +$12.1K +156 +3%
ECM
1192
Evergreen Capital Management
Washington
$381K +$128K +1,573 +51%
UF
1193
Univest Financial
Pennsylvania
$380K -$38.7K -475 -9%
PTC
1194
Philadelphia Trust Company
Pennsylvania
$379K -$75.9K -930 -17%
SMH
1195
Sanders Morris Harris
Texas
$379K – – –
PFS
1196
Prospera Financial Services
Texas
$378K -$89K -1,092 -19%
SBWIC
1197
Schaper Benz & Wise Investment Counsel
Wisconsin
$377K – – –
NAM
1198
NTV Asset Management
West Virginia
$376K -$22.7K -278 -6%
CCMD
1199
Cypress Capital Management (Delaware)
Delaware
$376K +$1.06K +13 +0.3%
JA
1200
JOYN Advisors
Georgia
$376K +$106K +1,302 +39%
46 47
48
49 50