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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 %
RTS
1376
Round Table Services
New Jersey
$229K -$97.6K -1,465 -30%
TWM
1377
Torch Wealth Management
Ohio
$229K – – –
VWA
1378
V Wealth Advisors
Kansas
$228K – – –
SWMG
1379
Strategic Wealth Management Group
Maryland
$228K +$228K +3,420 New
FAT
1380
First American Trust
California
$227K +$20K +300 +10%
HI
1381
Hendershot Investments
Virginia
$226K -$13.4K -200 -6%
SMH
1382
Sanders Morris Harris
Texas
$225K -$85.1K -1,276 -27%
FWM
1383
Focused Wealth Management
New York
$225K +$43.3K +647 +24%
BI
1384
Ballast Inc
Kentucky
$224K +$224K +3,297 New
ECM
1385
Evergreen Capital Management
Washington
$223K -$88.7K -1,329 -28%
BWA
1386
BDO Wealth Advisors
Florida
$223K +$12.3K +184 +6%
EWA
1387
ERTS Wealth Advisors
Michigan
$223K +$223K +3,335 New
FSC
1388
Full Sail Capital
Oklahoma
$223K +$223K +3,353 New
BEC
1389
Blue Edge Capital
Virginia
$223K – – –
CC
1390
Courier Capital
New York
$222K -$43.3K -647 -16%
SCM
1391
Stellar Capital Management
Arizona
$222K – – –
PIA
1392
Pinion Investment Advisors
Kansas
$221K -$35.4K -530 -14%
MA
1393
Marshwinds Advisory
Georgia
$220K -$32.5K -488 -13%
KC
1394
Kingfisher Capital
North Carolina
$220K -$20K -299 -8%
FCAG
1395
First Capital Advisors Group
New Jersey
$219K +$4.41K +66 +2%
CIC
1396
Chase Investment Counsel
Virginia
$218K -$18.2K -273 -8%
SWM
1397
Sanctuary Wealth Management
Idaho
$218K – – –
BMCM
1398
Bryn Mawr Capital Management
Pennsylvania
$218K +$12.7K +190 +6%
RC
1399
Roundview Capital
New Jersey
$218K +$218K +3,266 New
TWM
1400
TLW Wealth Management
Florida
$218K +$218K +3,270 New
54 55
56
57 58