PM icon

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 %
TA
1326
TCG Advisors
Texas
$260K +$260K +3,900 New
CCMD
1327
Cypress Capital Management (Delaware)
Delaware
$259K -$49.4K -740 -16%
CAG
1328
Csenge Advisory Group
Florida
$259K +$94.5K +1,417 +57%
MSA
1329
Marino Stram & Associates
Massachusetts
$258K -$35.4K -530 -12%
CVM
1330
Cheviot Value Management
California
$257K -$1.47K -22 -0.6%
PWM
1331
PRW Wealth Management
Massachusetts
$257K +$257K +3,845 New
SFG
1332
Summit Financial Group
West Virginia
$256K – – –
BMA
1333
Brooks Moore & Associates
Tennessee
$256K +$256K +3,839 New
Loomis, Sayles & Company
1334
Loomis, Sayles & Company
Massachusetts
$255K -$3.32M -49,741 -93%
PPP
1335
Private Portfolio Partners
New Jersey
$255K +$255K +3,826 New
ESB
1336
Essex Savings Bank
Connecticut
$254K +$254K +3,800 New
AA
1337
Advisory Alpha
Michigan
$253K +$253K +3,203 New
PHAM
1338
Palisades Hudson Asset Management
Florida
$252K -$15.9K -239 -6%
ECG
1339
Edge Capital Group
Georgia
$252K +$252K +3,777 New
BFG
1340
Bouchey Financial Group
New York
$251K -$12.4K -185 -5%
LIM
1341
Loudon Investment Management
New Hampshire
$251K +$6.67K +100 +3%
HFA
1342
Hoover Financial Advisors
Pennsylvania
$251K +$251K +3,758 New
PGWM
1343
Parisi Gray Wealth Management
New Jersey
$249K +$3.02K +45 +1%
HCM
1344
Howland Capital Management
Massachusetts
$249K +$20.4K +305 +9%
PAM
1345
Pegasus Asset Management
New York
$247K – – –
C
1346
Cerebellum
California
$247K +$89.9K +1,349 +57%
WFPG
1347
Waller Financial Planning Group
Ohio
$247K +$247K +3,694 New
TCB
1348
Texas Capital Bancshares
Texas
$247K +$247K +3,700 New
MCP
1349
Mirador Capital Partners
California
$246K +$6.35K +95 +3%
CIC
1350
Cornercap Investment Counsel
Georgia
$245K -$69.4K -1,040 -22%
52 53
54
55 56