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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 %
PGA
1326
Portland Global Advisors
Maine
$264K -$10.7K -131 -4%
SFM
1327
Signature Financial Management
Virginia
$264K +$488 +6 +0.2%
SP
1328
Successful Portfolios
Florida
$264K +$814 +10 +0.3%
BHWM
1329
Bar Harbor Wealth Management
New Hampshire
$263K -$14.9K -182 -5%
AOWM
1330
Alpha Omega Wealth Management
Virginia
$263K +$7.42K +91 +3%
JFA
1331
JNBA Financial Advisors
Minnesota
$263K +$263K +3,227 New
FCAG
1332
First Capital Advisors Group
New Jersey
$262K – – –
AF
1333
Allworth Financial
California
$262K +$4.32K +53 +2%
OAM
1334
Occidental Asset Management
California
$259K – – –
BWA
1335
BDO Wealth Advisors
Florida
$258K +$1.14K +14 +0.4%
VCM
1336
Versant Capital Management
Arizona
$257K -$30K -369 -10%
FMII
1337
Farmers & Merchants Investments Inc
Nebraska
$257K -$4.15K -51 -2%
OC
1338
Oarsman Capital
Wisconsin
$257K +$35.6K +436 +16%
RWA
1339
River Wealth Advisors
Pennsylvania
$256K +$2.53K +31 +1%
CAW
1340
Cornerstone Advisors (Washington)
Washington
$256K +$28.6K +351 +13%
WA
1341
WP Advisors
California
$255K -$1.71K -21 -0.7%
CC
1342
Cornerstone Capital
California
$254K – – –
FAT
1343
First American Trust
California
$253K -$30.5K -374 -11%
CCM
1344
Carlson Capital Management
Minnesota
$253K +$163 +2 +0.1%
CGL
1345
Clarius Group LLC
Washington
$252K +$252K +3,088 New
BMCM
1346
Bryn Mawr Capital Management
Pennsylvania
$251K -$54.9K -674 -18%
NEPWA
1347
New England Private Wealth Advisors
Massachusetts
$250K – – –
JWM
1348
JGP Wealth Management
Oregon
$249K +$41.1K +502 +20%
XS
1349
XR Securities
Illinois
$247K -$245K -3,000 -50%
BFO
1350
Biltmore Family Office
North Carolina
$247K -$90.3K -1,088 -27%
52 53
54
55 56