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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 %
WAP
1176
Wealthcare Advisory Partners
Pennsylvania
$372K +$10.5K +157 +3%
CWP
1177
Capital Wealth Planning
Florida
$370K -$1K -15 -0.3%
JCM
1178
Jacobi Capital Management
Pennsylvania
$368K +$36.2K +541 +11%
EWF
1179
Epstein & White Financial
California
$366K +$7.85K +118 +2%
EFSCE
1180
Enterprise Financial Services Corp (EFSC)
Missouri
$365K -$42K -629 -10%
BHWM
1181
Bay Harbor Wealth Management
Maryland
$365K +$365K +5,473 New
CBT
1182
Central Bank & Trust
Kentucky
$363K – – –
PB
1183
Pinnacle Bancorp
Nebraska
$363K +$363K +5,439 New
Wolverine Trading
1184
Wolverine Trading
Illinois
$362K -$8.85M -131,372 -96%
MIM
1185
Marco Investment Management
Georgia
$362K -$2.74K -41 -0.8%
FIM
1186
Freedom Investment Management
Connecticut
$359K +$31.4K +471 +10%
CWM
1187
Campbell Wealth Management
Virginia
$359K +$359K +5,381 New
GW
1188
GW & Wade
Massachusetts
$358K -$133 -2 -0%
H
1189
HoyleCohen
California
$355K -$28.9K -433 -8%
WG
1190
Welch Group
Alabama
$355K -$2.73K -41 -0.8%
RA
1191
RFG Advisory
Alabama
$355K +$180K +2,696 +103%
CCFCSB
1192
Cape Cod Five Cents Savings Bank
Massachusetts
$354K -$50.4K -755 -12%
PFA
1193
Pure Financial Advisors
California
$354K +$3.21K +48 +0.9%
BFA
1194
Bragg Financial Advisors
North Carolina
$353K -$18.4K -275 -5%
LOAMS
1195
Lombard Odier Asset Management (Switzerland)
Switzerland
$353K – – –
OC
1196
Oakworth Capital
Alabama
$353K +$119K +1,784 +51%
WCAMG
1197
Woodard & Company Asset Management Group
North Carolina
$352K -$136K -2,042 -28%
LPIC
1198
LeJeune Puetz Investment Counsel
Michigan
$352K +$46.5K +696 +15%
HBT
1199
Hills Bank & Trust
Iowa
$351K +$4.47K +67 +1%
CFS
1200
CRA Financial Services
New Jersey
$351K +$351K +5,261 New
46 47
48
49 50