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Philip Morris
PM

Overview Fund Activity

1,619 hedge funds and large institutions have $92.3B invested in Philip Morris in 2018 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 561 increasing their positions, 741 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,619
Holders Change
-31
Holders Change %
-1.88%
% of All Funds
37.07%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.92%
New
80
Increased
561
Reduced
741
Closed
98
Calls
$950M
Puts
$852M
Net Calls
+$98M
Net Calls Change
+$255M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$2.11B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$376M
3
State Street
State Street
Massachusetts
+$224M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$176M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$175M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$844M
2
CWG
C WorldWide Group
Denmark
-$216M
3
MG
Meritage Group
California
-$211M
4
Renaissance Technologies
Renaissance Technologies
New York
-$198M
5
VAM
Vontobel Asset Management
New York
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
1551
New Capital Management
Texas
$41K – – –
MIM
1552
Macroview Investment Management
Maryland
$41K +$4.32K +53 +12%
SPL
1553
Smart Portfolios LLC
Washington
$40K – – –
FAM
1554
Fred Alger Management
New York
$38K -$105M -1,284,264 -100%
ACM
1555
AUA Capital Management
Pennsylvania
$37K – – –
BC
1556
Barnett & Company
Tennessee
$37K +$37K +454 New
HDIM
1557
Hanson & Doremus Investment Management
Vermont
$35K – – –
AP
1558
Arlington Partners
Alabama
$33K – – –
BCA
1559
Bray Capital Advisors
Florida
$33K – – –
RAM
1560
Riggs Asset Management
Pennsylvania
$32K – – –
SFA
1561
Spectrum Financial Alliance
Kentucky
$32K – – –
SAM
1562
Shamrock Asset Management
Texas
$30K – – –
PA
1563
Perennial Advisors
New York
$26K – – –
FA
1564
Fortis Advisors
Pennsylvania
$26K – – –
FL
1565
Fort LP
Maryland
$25K +$25K +302 New
SC
1566
Sawyer & Company
Massachusetts
$24K – – –
CA
1567
Crewe Advisors
Utah
$24K +$24K +300 New
MFBTD
1568
MB Financial Bank - Trust Department
Illinois
$23K +$20.1K +250 +694%
BAM
1569
Bruderman Asset Management
New York
$20K -$24.9K -302 -55%
SIS
1570
Sound Income Strategies
Florida
$19K -$3.98K -50 -17%
OAJ
1571
Ogorek Anthony Joseph
New York
$19K – – –
BL
1572
Balentine LLC
Georgia
$19K – – –
IGGA
1573
Iron Gate Global Advisors
Utah
$18K -$9.09K -106 -34%
SQA
1574
Simon Quick Advisors
New Jersey
$18K +$1.73K +21 +11%
VCM
1575
Vigilant Capital Management
Maine
$18K +$18K +225 New
61 62
63
64 65