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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 %
RCWMU
1451
Rothschild & Co Wealth Management (UK)
United Kingdom
$195K – – –
NWM
1452
Northwest Wealth Management
Iowa
$195K +$46K +688 +31%
SFSIG
1453
San Francisco Sentry Investment Group
California
$192K -$62.7K -938 -25%
RWA
1454
River Wealth Advisors
Pennsylvania
$190K -$19.6K -293 -9%
PMFA
1455
Plante Moran Financial Advisors
Michigan
$185K -$74.2K -1,109 -29%
JWA
1456
JFS Wealth Advisors
Pennsylvania
$185K -$7.33K -110 -4%
AOWM
1457
Alpha Omega Wealth Management
Virginia
$184K -$31.9K -477 -15%
FPS
1458
Fieldpoint Private Securities
Connecticut
$177K +$67 +1 +0%
SCM
1459
Stumpf Capital Management
Arizona
$174K – – –
CAC
1460
Certified Advisory Corp
Florida
$173K +$17.3K +258 +11%
JGIA
1461
Jackson Grant Investment Advisers
Connecticut
$171K +$25.5K +381 +18%
AWM
1462
AllSquare Wealth Management
New York
$170K – – –
YWP
1463
YorkBridge Wealth Partners
New York
$166K – – –
ALAM
1464
Asahi Life Asset Management
Japan
$165K +$165K +2,470 New
JWM
1465
Janiczek Wealth Management
Colorado
$164K – – –
CIAS
1466
Capital Investment Advisory Services
North Carolina
$164K +$164K +2,464 New
PCFFS
1467
Pacific Center for Financial Services
California
$161K -$801 -12 -0.5%
JA
1468
JOYN Advisors
Georgia
$158K -$149K -2,238 -49%
TF
1469
Tompkins Financial
New York
$158K -$3.14K -47 -2%
EWM
1470
Edge Wealth Management
New York
$156K -$191K -2,850 -55%
EWM
1471
Elmwood Wealth Management
California
$156K – – –
FCFS
1472
First Command Financial Services
Texas
$155K -$3.34K -50 -2%
FCB
1473
First Command Bank
Texas
$155K -$3.34K -50 -2%
SMFS
1474
Squar Milner Financial Services
California
$155K – – –
FCA
1475
FinTrust Capital Advisors
South Carolina
$155K +$155K +2,326 New
57 58
59
60 61