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Philip Morris
PM

Overview Fund Activity

1,748 hedge funds and large institutions have $112B invested in Philip Morris in 2018 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 625 increasing their positions, 753 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,748
Holders Change
+12
Holders Change %
+0.69%
% of All Funds
40.12%
Holding in Top 10
65
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.14%
% of All Funds
1.49%
New
128
Increased
625
Reduced
753
Closed
92
Calls
$546M
Puts
$533M
Net Calls
+$13.1M
Net Calls Change
+$567M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$494M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
+$296M
3
Citadel Advisors
Citadel Advisors
Florida
+$250M
4
Deutsche Bank
Deutsche Bank
Germany
+$239M
5
CI
Cambiar Investors
Colorado
+$220M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$471M
2
Capital World Investors
Capital World Investors
California
-$381M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$349M
4
CRC
Cedar Rock Capital
United Kingdom
-$338M
5
State Street
State Street
Massachusetts
-$269M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
1226
Avidian Wealth Enterprises
Texas
$492K -$109K -1,096 -18%
PCG
1227
Private Capital Group
Connecticut
$492K +$35.2K +350 +8%
CCT
1228
Country Club Trust
Missouri
$491K – – –
TFO
1229
Tarbox Family Office
California
$488K -$298 -3 -0.1%
NAM
1230
NTV Asset Management
West Virginia
$485K -$19.5K -196 -4%
IIC
1231
Integrated Investment Consultants
Michigan
$485K +$485K +4,883 New
ANRIA
1232
American National Registered Investment Advisor
Texas
$482K – – –
IWM
1233
IHT Wealth Management
Illinois
$477K -$121K -1,241 -20%
RPC
1234
Rossmore Private Capital
Connecticut
$477K -$17.7K -178 -4%
HI
1235
Hendershot Investments
Virginia
$474K -$14.9K -150 -3%
SBWIC
1236
Schaper Benz & Wise Investment Counsel
Wisconsin
$472K -$39.8K -400 -8%
WTFG
1237
Wells Trecaso Financial Group
Ohio
$472K +$46K +463 +11%
TWM
1238
Torch Wealth Management
Ohio
$470K – – –
BPB
1239
Badgley, Phelps & Bell
Washington
$470K +$48.3K +486 +11%
PCA
1240
Personal Capital Advisors
California
$470K +$134K +1,345 +40%
ALIONA
1241
Allianz Life Insurance of North America
Minnesota
$470K +$470K +4,731 New
PAMG
1242
Patton Albertson Miller Group
Tennessee
$468K -$241K -2,420 -34%
CCP
1243
Clarkston Capital Partners
Michigan
$468K – – –
Holocene Advisors
1244
Holocene Advisors
New York
$467K -$110K -1,110 -19%
BCM
1245
Breiter Capital Management
Florida
$465K +$465K +4,677 New
CA
1246
Callahan Advisors
Texas
$462K -$149K -1,500 -24%
SMH
1247
Sanders Morris Harris
Texas
$462K +$29.8K +300 +7%
LPIC
1248
LeJeune Puetz Investment Counsel
Michigan
$460K -$17.3K -174 -4%
GTAM
1249
Global Trust Asset Management
Florida
$460K -$4.97K -50 -1%
CAL
1250
Capital Advisors Ltd
Ohio
$460K +$2.88K +29 +0.6%
48 49
50
51 52