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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 %
MFG
1426
Magnus Financial Group
New York
$207K +$207K +3,099 New
AFNAS
1427
American Financial Network Advisory Services
California
$206K -$23.8K -350 -10%
CAW
1428
Cornerstone Advisors (Washington)
Washington
$206K -$4.01K -60 -2%
F
1429
F3Logic
Minnesota
$205K +$205K +3,051 New
WAAG
1430
Wealth Alliance Advisory Group
Kansas
$205K +$205K +3,066 New
BCM
1431
BTC Capital Management
Iowa
$205K +$205K +3,097 New
WCM
1432
Weatherstone Capital Management
Colorado
$204K -$19K -232 -9%
JWM
1433
JGP Wealth Management
Oregon
$203K – – –
SIG
1434
Sargent Investment Group
Maryland
$203K +$203K +3,037 New
CCM
1435
Carlson Capital Management
Minnesota
$202K -$5.82K -87 -3%
MBA
1436
McQueen Ball & Associates
Pennsylvania
$202K – – –
SQA
1437
Simon Quick Advisors
New Jersey
$202K +$187K +2,815 +1,291%
GPA
1438
Garrison Point Advisors
California
$202K +$202K +3,025 New
PV
1439
Private Vista
Illinois
$201K -$83.7K -1,252 -29%
AP
1440
Appleton Partners
Massachusetts
$201K +$11.7K +175 +6%
KJHP
1441
K.J. Harrison & Partners
Ontario, Canada
$200K -$2.43M -36,500 -92%
BCM
1442
Bienville Capital Management
New York
$200K -$20.4K -300 -9%
MCM
1443
Marathon Capital Management
Maryland
$200K – – –
PBT
1444
Pictet Bank & Trust
Bahamas
$200K – – –
FMP
1445
Financial Management Professionals
Texas
$200K – – –
LFASL
1446
Lugano Financial Advisors SA (LFA)
Switzerland
$200K – – –
CHP
1447
Cable Hill Partners
Oregon
$200K +$5.26K +79 +3%
LFA
1448
Legacy Financial Advisors
Kentucky
$200K +$8.69K +130 +5%
XWM
1449
Xcel Wealth Management
Florida
$200K +$200K +3,000 New
BOPW
1450
Brandywine Oak Private Wealth
Pennsylvania
$200K +$200K +3,271 New
56 57
58
59 60