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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 %
SG
1251
StoneX Group
New York
$330K +$8.64K +106 +3%
PHAM
1252
Palisades Hudson Asset Management
Florida
$328K – – –
ESBC
1253
E.S. Barr & Co
Kentucky
$326K -$135K -1,662 -29%
CA
1254
Corrado Advisors
New Jersey
$326K – – –
WIM
1255
Westside Investment Management
California
$326K – – –
SCM
1256
Silvant Capital Management
Georgia
$324K – – –
CC
1257
Courier Capital
New York
$323K -$193K -2,372 -37%
PG
1258
Patten Group
Tennessee
$323K +$1.22K +15 +0.4%
DWT
1259
Dorsey & Whitney Trust
South Dakota
$322K -$126K -1,552 -28%
BFG
1260
Bouchey Financial Group
New York
$322K -$24.5K -300 -7%
CCG
1261
Ceeto Capital Group
Florida
$322K – – –
LSAG
1262
Lake Street Advisors Group
New Hampshire
$320K -$167K -2,046 -34%
FLPIM
1263
F.L. Putnam Investment Management
Massachusetts
$319K -$13K -159 -4%
PMFA
1264
Plante Moran Financial Advisors
Michigan
$316K +$13.1K +161 +4%
CVM
1265
Cheviot Value Management
California
$315K +$8.72K +107 +3%
CFGS
1266
Concourse Financial Group Securities
Alabama
$315K +$315K +3,805 New
SFG
1267
Summit Financial Group
West Virginia
$313K -$24.4K -300 -7%
PIA
1268
Pinion Investment Advisors
Kansas
$313K -$1.63K -20 -0.5%
BCM
1269
BTR Capital Management
California
$312K +$21.2K +260 +7%
SFSIG
1270
San Francisco Sentry Investment Group
California
$311K -$14.3K -175 -4%
MA
1271
Marshwinds Advisory
Georgia
$309K – – –
FIM
1272
Frontier Investment Management
Texas
$309K +$8.4K +103 +3%
SAM
1273
SignalPoint Asset Management
Missouri
$306K -$28.8K -353 -9%
PWPS
1274
Pinnacle Wealth Planning Services
Ohio
$306K +$13.6K +167 +5%
GRP
1275
Global Retirement Partners
California
$305K -$15.5K -190 -5%
49 50
51
52 53