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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 %
WPA
1501
West Paces Advisors
Georgia
$115K – – –
NSB
1502
Norway Savings Bank
Maine
$113K +$6.65K +100 +6%
LC
1503
Lindbrook Capital
California
$112K +$112K +1,689 New
GEA
1504
Glen Eagle Advisors
New Jersey
$112K -$9.35K -140 -8%
ONST
1505
Old North State Trust
North Carolina
$107K -$46.2K -693 -30%
MAM
1506
Meeder Asset Management
Ohio
$107K +$107K +1,604 New
WCM
1507
Wealthcare Capital Management
Virginia
$106K – – –
MFW
1508
Mosaic Family Wealth
Missouri
$105K – – –
AIC
1509
Archer Investment Corporation
Indiana
$105K +$105K +1,575 New
BWA
1510
Burt Wealth Advisors
Maryland
$104K – – –
AA
1511
AlphaMark Advisors
Kentucky
$104K +$67 +1 +0.1%
CAGAS
1512
Capital Advisory Group Advisory Services
Minnesota
$103K +$132 +2 +0.1%
NCM
1513
Nelson Capital Management
California
$102K – – –
VIMU
1514
Veritas Investment Management (UK)
United Kingdom
$102K – – –
BWM
1515
BerganKDV Wealth Management
Minnesota
$102K – – –
WAG
1516
Winthrop Advisory Group
Massachusetts
$102K +$102K +1,526 New
SIAP
1517
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$101K – – –
TCM
1518
Tradewinds Capital Management
Washington
$98K -$11.6K -175 -11%
ADL
1519
Asset Dedication LLC
California
$96K -$197K -2,950 -67%
RTC
1520
Riverview Trust Company
Washington
$94K +$94K +1,402 New
ATC
1521
Adirondack Trust Company
New York
$93K -$2.95K -44 -3%
WEC
1522
Winslow Evans & Crocker
Massachusetts
$92K -$7.5K -110 -8%
CWM
1523
Cranbrook Wealth Management
Michigan
$90K -$1.81K -27 -2%
TC
1524
Trust Company
Kansas
$90K – – –
SIAS
1525
Shine Investment Advisory Services
Colorado
$88K +$18K +269 +26%
59 60
61
62 63