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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 %
KP
1401
Keel Point
Alabama
$220K +$11K +135 +5%
HA
1402
Hamel Associates
New Jersey
$219K – – –
SAM
1403
Summit Asset Management
Tennessee
$219K +$570 +7 +0.3%
NFG
1404
Nations Financial Group
Iowa
$219K +$15.3K +188 +8%
MWM
1405
Mission Wealth Management
California
$218K +$218K +2,671 New
FPS
1406
Fieldpoint Private Securities
Connecticut
$216K +$82 +1 +0%
ALIONA
1407
Allianz Life Insurance of North America
Minnesota
$214K +$214K +2,622 New
RA
1408
RFG Advisory
Alabama
$214K +$214K +2,624 New
SCM
1409
Stumpf Capital Management
Arizona
$212K – – –
VHAM
1410
Van Hulzen Asset Management
California
$212K – – –
BA
1411
Bristol Advisors
Pennsylvania
$212K +$212K +2,600 New
ST
1412
Sabal Trust
Florida
$211K +$211K +2,594 New
CAG
1413
Csenge Advisory Group
Florida
$210K -$402K -4,716 -66%
EB
1414
Eastern Bank
Massachusetts
$210K -$15.2K -186 -7%
CIS
1415
Connors Investor Services
Pennsylvania
$210K +$210K +2,576 New
CAAS
1416
Capital Asset Advisory Services
Michigan
$209K +$209K +2,568 New
KCM
1417
Kornitzer Capital Management
Kansas
$208K – – –
VCM
1418
Vivaldi Capital Management
Illinois
$208K +$208K +2,550 New
AWM
1419
AllSquare Wealth Management
New York
$207K -$12K -147 -5%
FM
1420
Family Management
New York
$207K – – –
MWM
1421
Meridian Wealth Management
Kentucky
$206K -$134K -1,645 -39%
AWM
1422
Aevitas Wealth Management
Massachusetts
$205K +$326 +4 +0.2%
BAM
1423
Brave Asset Management
New Jersey
$204K – – –
GWM
1424
GSB Wealth Management
Connecticut
$204K – – –
ACG
1425
Allen Capital Group
Nebraska
$204K +$981 +12 +0.5%
55 56
57
58 59