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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 %
EDRIA
1301
Edmonds Duncan Registered Investment Advisors
Kansas
$276K -$11.7K -175 -4%
FFG
1302
Frisch Financial Group
New York
$276K +$276K +4,132 New
WCM
1303
Windsor Capital Management
Arizona
$274K -$88.3K -1,326 -24%
RWP
1304
RWA Wealth Partners
Massachusetts
$274K +$56.5K +846 +26%
CC
1305
Chicago Capital
Illinois
$273K -$30.7K -461 -10%
BAM
1306
Bruderman Asset Management
New York
$273K +$257K +3,846 +1,583%
AAP
1307
Aristotle Atlantic Partners
Florida
$272K +$272K +4,080 New
MWM
1308
Modera Wealth Management
New Jersey
$271K -$54.1K -811 -17%
GC
1309
Gilbert & Cook
Iowa
$271K +$45.3K +677 +20%
HFS
1310
Howard Financial Services
Texas
$270K +$270K +4,045 New
MIA
1311
MainStreet Investment Advisors
Illinois
$269K -$1.95M -29,181 -88%
GRP
1312
Global Retirement Partners
California
$269K +$19K +284 +8%
SWM
1313
Segment Wealth Management
Texas
$268K -$1.58M -23,719 -86%
UF
1314
Univest Financial
Pennsylvania
$268K -$43.1K -645 -14%
CA
1315
Corrado Advisors
New Jersey
$267K – – –
ESBC
1316
E.S. Barr & Co
Kentucky
$267K – – –
SCM
1317
Silvant Capital Management
Georgia
$266K – – –
AL
1318
Aspiriant LLC
California
$266K +$21.3K +318 +9%
WIM
1319
Westside Investment Management
California
$266K – – –
CCG
1320
Ceeto Capital Group
Florida
$265K – – –
QFA
1321
Quattro Financial Advisors
Texas
$265K +$230K +3,200 +660%
PG
1322
Patten Group
Tennessee
$263K -$1.67K -25 -0.6%
TF
1323
TimeScale Financial
Massachusetts
$262K +$262K +3,926 New
BCA
1324
Berman Capital Advisors
Georgia
$260K -$16.6K -251 -6%
MCTIC
1325
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$260K -$13.3K -200 -5%
51 52
53
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