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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 %
LIA
1276
LBMC Investment Advisors
Tennessee
$296K +$7.02K +105 +2%
BCWM
1277
Blue Chip Wealth Management
Florida
$295K -$18.6K -279 -6%
CIM
1278
CIM Investment Management
Pennsylvania
$294K -$11.8K -177 -4%
GIA
1279
GHP Investment Advisors
Colorado
$294K +$201 +3 +0.1%
GLI
1280
Guardian Life Insurance
New York
$294K +$1.2K +18 +0.4%
LJAC
1281
L.J. Altfest & Co
New York
$293K -$369K -5,527 -56%
CHA
1282
Carmichael Hill & Associates
Maryland
$293K -$50K -750 -15%
PCA
1283
Personal Capital Advisors
California
$293K -$668 -10 -0.2%
CAG
1284
Crestwood Advisors Group
Massachusetts
$292K +$2.14K +32 +0.7%
BIA
1285
BHK Investment Advisors
Alabama
$291K +$13.8K +207 +5%
PCM
1286
Pointe Capital Management
Michigan
$290K +$5.68K +85 +2%
LK
1287
Lumbard & Kellner
New Hampshire
$289K – – –
SFG
1288
StrategIQ Financial Group
Indiana
$286K – – –
WTFG
1289
Wells Trecaso Financial Group
Ohio
$284K -$44.9K -674 -14%
KA
1290
Kaizen Advisory
Illinois
$284K +$38K +570 +15%
DIA
1291
Dana Investment Advisors
Wisconsin
$281K -$315K -4,719 -53%
AWA
1292
AmeriServ Wealth Advisors
Pennsylvania
$280K -$667 -10 -0.2%
TIA
1293
Tandem Investment Advisors
South Carolina
$280K +$41.9K +628 +18%
JLBC
1294
J.L. Bainbridge & Co
Florida
$279K -$14K -210 -5%
WPA
1295
Winning Points Advisors
Florida
$279K – – –
GIP
1296
Greatmark Investment Partners
Georgia
$278K -$123K -1,850 -31%
ATFA
1297
All Terrain Financial Advisors
Minnesota
$278K -$17.7K -265 -6%
GCM
1298
Gables Capital Management
Florida
$278K -$9.66K -145 -3%
HIC
1299
Holderness Investments Company
North Carolina
$278K -$1.74K -26 -0.6%
PIM
1300
Provident Investment Management
Michigan
$277K -$1.74M -26,074 -86%
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