PM icon

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 %
GIM
1426
Goelzer Investment Management
Indiana
$204K +$1.55K +19 +0.8%
III
1427
Independent Investors Inc
New York
$203K -$658K -8,100 -76%
YWP
1428
YorkBridge Wealth Partners
New York
$203K -$49.5K -605 -20%
DE
1429
Day & Ennis
Georgia
$203K -$27.3K -335 -12%
EWA
1430
Exencial Wealth Advisors
Oklahoma
$203K -$11.3K -138 -5%
BDF
1431
Balasa Dinverno & Foltz
$202K -$163 -2 -0.1%
PP
1432
Pegasus Partners
Wisconsin
$201K -$10.8K -133 -5%
MFW
1433
Meristem Family Wealth
Minnesota
$201K -$5.06K -62 -2%
BEAM
1434
Baker Ellis Asset Management
Washington
$201K – – –
JWM
1435
Janiczek Wealth Management
Colorado
$201K +$2.28K +28 +1%
CWM
1436
Capital Wealth Management
Rhode Island
$201K +$201K +2,465 New
AWM
1437
Aries Wealth Management
Maine
$200K – – –
LFASL
1438
Lugano Financial Advisors SA (LFA)
Switzerland
$200K +$13.4K +164 +7%
SIM
1439
SSI Investment Management
California
$200K +$200K +2,446 New
PCFFS
1440
Pacific Center for Financial Services
California
$198K +$34.3K +420 +21%
TF
1441
Tompkins Financial
New York
$197K – – –
FCFS
1442
First Command Financial Services
Texas
$193K +$44.7K +549 +30%
FCB
1443
First Command Bank
Texas
$193K +$44.7K +549 +30%
C
1444
Cerebellum
California
$192K +$17.6K +216 +10%
IBOK
1445
Independence Bank of Kentucky
Kentucky
$192K +$45.6K +561 +31%
EWM
1446
Elmwood Wealth Management
California
$190K – – –
FFC
1447
First Financial Corp
Indiana
$190K -$4.49K -55 -2%
CAC
1448
Certified Advisory Corp
Florida
$190K +$1.14K +14 +0.6%
SMFS
1449
Squar Milner Financial Services
California
$189K -$50.8K -625 -21%
TFS
1450
TrustCore Financial Services
Tennessee
$188K +$12.2K +150 +7%
56 57
58
59 60