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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 %
IBOK
1476
Independence Bank of Kentucky
Kentucky
$151K -$6.68K -100 -4%
FFC
1477
First Financial Corp
Indiana
$151K -$4.47K -67 -3%
LWANC
1478
Laurel Wealth Advisors (North Carolina)
North Carolina
$148K +$148K +2,210 New
PCA
1479
Peddock Capital Advisors
Massachusetts
$145K – – –
FNC
1480
First National Corp
Massachusetts
$144K +$144K +2,158 New
HCM
1481
Highlander Capital Management
New Jersey
$143K -$40.2K -600 -22%
KPW
1482
Kore Private Wealth
New York
$140K +$140K +2,054 New
DBT
1483
Dubuque Bank & Trust
Iowa
$139K +$36.8K +550 +36%
BEAM
1484
Baker Ellis Asset Management
Washington
$138K -$26.8K -400 -16%
PCP
1485
Proficio Capital Partners
Massachusetts
$136K +$2.47K +37 +2%
RBC
1486
Roble Belko & Company
Pennsylvania
$134K -$3.48K -52 -3%
PCIA
1487
Prime Capital Investment Advisors
Kansas
$134K +$134K +2,008 New
EWM
1488
Executive Wealth Management
Michigan
$133K +$133K +1,998 New
CA
1489
Centerpoint Advisors
Massachusetts
$132K -$3.55K -53 -3%
AIA
1490
Alera Investment Advisors
Illinois
$131K +$131K +1,957 New
IUHSA
1491
Itau Unibanco Holding S.A.
Brazil
$129K -$212K -3,139 -62%
AIM
1492
Advantage Investment Management
Iowa
$129K +$267 +4 +0.2%
MWA
1493
Meridian Wealth Advisors
Texas
$128K +$128K +1,919 New
PRC
1494
Pearl River Capital
Michigan
$127K +$127K +1,901 New
GWS
1495
Glassman Wealth Services
Virginia
$126K +$1.86K +28 +2%
CWA
1496
Clarus Wealth Advisors
Arizona
$124K -$7.46K -112 -6%
IC
1497
Inscription Capital
Texas
$124K +$124K +1,833 New
IAS
1498
IMA Advisory Services
Colorado
$120K – – –
POIA
1499
Pin Oak Investment Advisors
Texas
$118K -$23.4K -351 -17%
QAM
1500
QCI Asset Management
New York
$117K +$26.7K +400 +30%
58 59
60
61 62