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Philip Morris
PM

Overview Fund Activity

1,748 hedge funds and large institutions have $112B invested in Philip Morris in 2018 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 625 increasing their positions, 753 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,748
Holders Change
+12
Holders Change %
+0.69%
% of All Funds
40.12%
Holding in Top 10
65
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.14%
% of All Funds
1.49%
New
128
Increased
625
Reduced
753
Closed
92
Calls
$546M
Puts
$533M
Net Calls
+$13.1M
Net Calls Change
+$567M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$494M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
+$296M
3
Citadel Advisors
Citadel Advisors
Florida
+$250M
4
Deutsche Bank
Deutsche Bank
Germany
+$239M
5
CI
Cambiar Investors
Colorado
+$220M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$471M
2
Capital World Investors
Capital World Investors
California
-$381M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$349M
4
CRC
Cedar Rock Capital
United Kingdom
-$338M
5
State Street
State Street
Massachusetts
-$269M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
1551
Convergence Investment Partners
Florida
$222K +$222K +2,231 New
AC
1552
Abbrea Capital
California
$221K +$4.12K +41 +2%
ACA
1553
Ackerman Capital Advisors
Texas
$220K +$1.48K +14 +0.7%
CIC
1554
Chase Investment Counsel
Virginia
$220K +$220K +2,220 New
RIM
1555
Redwood Investment Management
Arizona
$218K +$218K +2,189 New
PFM
1556
Peak Financial Management
Massachusetts
$217K – – –
RIG
1557
Roosevelt Investment Group
New York
$216K -$113K -1,135 -34%
AA
1558
Apriem Advisors
California
$216K -$102K -1,023 -32%
MLL
1559
Moody Lynn & Lieberson
Massachusetts
$216K – – –
WCA
1560
Westover Capital Advisors
Delaware
$216K +$23.1K +232 +12%
AIS
1561
American Investment Services
Massachusetts
$215K +$893 +9 +0.4%
JFM
1562
Jackson Financial Management
California
$214K +$10.1K +102 +5%
RSVP
1563
Ramsay Stattman Vela & Price
Colorado
$211K – – –
XS
1564
XML Securities
Maryland
$211K +$211K +2,122 New
BIA
1565
BHK Investment Advisors
Alabama
$211K +$211K +2,124 New
BII
1566
Bainco International Investors
Massachusetts
$210K -$18K -181 -8%
VHAM
1567
Van Hulzen Asset Management
California
$209K – – –
BCM
1568
Boltwood Capital Management
California
$209K – – –
CF
1569
Centaurus Financial
California
$208K -$163K -1,643 -44%
IWA
1570
Intercontinental Wealth Advisors
Texas
$207K +$9.33K +94 +5%
CPH
1571
C Partners Holding
Switzerland
$206K -$42.8K -432 -17%
BCM
1572
BlueCrest Capital Management
Jersey
$206K +$206K +2,073 New
IUHSA
1573
Itau Unibanco Holding S.A.
Brazil
$205K +$205K +2,065 New
RW
1574
REDW Wealth
New Mexico
$204K -$9.96K -100 -5%
HHGA
1575
Halbert Hargrove Global Advisors
California
$204K +$3.47K +35 +2%
61 62
63
64 65