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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 %
AP
1201
Atwood & Palmer
Missouri
$375K – – –
GCM
1202
Grisanti Capital Management
New York
$373K -$346K -4,245 -48%
CIM
1203
CIM Investment Management
Pennsylvania
$373K -$163 -2 -0%
LPIC
1204
LeJeune Puetz Investment Counsel
Michigan
$373K – – –
BFG
1205
Beacon Financial Group
Texas
$373K +$1.39K +17 +0.4%
RB
1206
Rodgers Brothers
Pennsylvania
$372K +$653 +8 +0.2%
CC
1207
Cadinha & Co
Hawaii
$371K – – –
CC
1208
Chicago Capital
Illinois
$371K – – –
NCM
1209
Northwest Capital Management
Oregon
$371K +$163 +2 +0%
CT
1210
Clearstead Trust
Maine
$370K -$91.6K -1,123 -20%
AWA
1211
Arete Wealth Advisors
Illinois
$370K – – –
BCM
1212
Birmingham Capital Management
Alabama
$369K – – –
ABTD
1213
Arvest Bank Trust Division
Oklahoma
$367K -$27.7K -340 -7%
WC
1214
Whitnell & Co
Illinois
$367K – – –
VIM
1215
Veritas Investment Management
United Kingdom
$367K – – –
JC
1216
Jacobs & Co
California
$364K – – –
BMC
1217
Benin Management Corp
Connecticut
$363K -$4.89K -60 -1%
SCA
1218
Stonebridge Capital Advisors
Minnesota
$363K -$816 -10 -0.2%
ATFA
1219
All Terrain Financial Advisors
Minnesota
$361K – – –
RM
1220
Resource Management
Louisiana
$360K -$48.5K -595 -12%
BC
1221
Burney Company
Virginia
$359K -$163K -2,002 -31%
PCA
1222
Personal Capital Advisors
California
$358K -$34.2K -420 -9%
GIA
1223
GHP Investment Advisors
Colorado
$358K -$16K -197 -4%
GLI
1224
Guardian Life Insurance
New York
$358K +$8K +98 +2%
JLBC
1225
J.L. Bainbridge & Co
Florida
$358K +$358K +4,384 New
47 48
49
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