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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 %
BA
1226
Birinyi Associates
Connecticut
$334K -$66.8K -1,000 -17%
LWA
1227
Lenox Wealth Advisors
New York
$334K – – –
CCB
1228
Cutter & Co Brokerage
Missouri
$333K -$49.2K -737 -13%
CCT
1229
Country Club Trust
Missouri
$333K -$5.14K -77 -2%
WWM
1230
Willingdon Wealth Management
North Carolina
$330K – – –
NA
1231
Navellier & Associates
Nevada
$328K +$7.87K +118 +2%
CAM
1232
Cresset Asset Management
Illinois
$328K +$328K +4,831 New
IC
1233
Intersect Capital
California
$327K -$3.47K -52 -1%
BHIA
1234
Birch Hill Investment Advisors
Massachusetts
$327K – – –
WFM
1235
Wolff Financial Management
Michigan
$325K +$325K +4,873 New
WPW
1236
Winthrop Partners - WNY
New York
$325K -$36.1K -541 -10%
LI
1237
Lafayette Investments
Maryland
$324K +$324K +4,855 New
TFO
1238
Tarbox Family Office
California
$322K -$4.67K -70 -1%
AWA
1239
Arete Wealth Advisors
Illinois
$321K +$18.3K +274 +6%
APW
1240
Acima Private Wealth
Virginia
$321K +$321K +4,806 New
RWM
1241
Ritholtz Wealth Management
New York
$319K -$62.7K -939 -16%
BST
1242
Bath Savings Trust
Maine
$318K -$1K -15 -0.3%
BP
1243
Ballentine Partners
Massachusetts
$317K -$41.7K -623 -12%
IWC
1244
Integrated Wealth Concepts
Massachusetts
$315K -$31.6K -474 -9%
CCP
1245
Clarkston Capital Partners
Michigan
$315K – – –
HI
1246
Hudock Inc
Pennsylvania
$314K +$71.2K +1,063 +29%
EWM
1247
Empirical Wealth Management
Washington
$313K -$85.7K -1,285 -21%
CA
1248
Callahan Advisors
Texas
$313K – – –
MRCM
1249
M&R Capital Management
New Jersey
$311K -$13.3K -200 -4%
CNC
1250
Citizens & Northern Corp
Pennsylvania
$311K -$4.34K -65 -1%
48 49
50
51 52