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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 %
TFA
1601
Transamerica Financial Advisors
Florida
$6K +$6K +72 New
CFA
1602
Camarda Financial Advisors
Florida
$6K +$6K +75 New
FGAM
1603
Financial Gravity Asset Management
Texas
$5K – – –
MSFP
1604
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
NIM
1605
NuWave Investment Management
New Jersey
$3K -$181K -2,473 -98%
RA
1606
Rational Advisors
New York
$3K -$6.88K -94 -70%
AMCA
1607
Arthur M. Cohen & Associates
Illinois
$2.56K -$481 -5,895 -16%
HCM
1608
Horrell Capital Management
Arkansas
$2K – – –
CIA
1609
CSat Investment Advisory
Michigan
$2K +$105 +1 +6%
MCM
1610
Monument Capital Management
Virginia
$2K +$2K +22 New
WKWM
1611
Walter & Keenan Wealth Management
Indiana
$1.11K +$91 +1,110 +9%
CAM
1612
ClariVest Asset Management
California
$1K – – –
CIM
1613
Contravisory Investment Management
Massachusetts
$1K +$1K +15 New
OBWP
1614
O'Brien Wealth Partners
Massachusetts
$1K +$1K +15 New
CIR
1615
Clear Investment Research
Georgia
$1K +$1K +17 New
WG
1616
Welch Group
Alabama
$437 -$194 -2,379 -31%
IP
1617
Investment Partners
Ohio
$270 -$50 -507 -16%
FRA
1618
Front Row Advisors
California
$103 +$3 +30 +3%
CWG
1619
C WorldWide Group
Denmark
– -$216M -2,670,730 Closed
MG
1620
Meritage Group
California
– -$211M -2,610,478 Closed
Marshall Wace
1621
Marshall Wace
United Kingdom
– -$54.1M -669,634 Closed
UH
1622
Unigestion Holding
Switzerland
– -$44.6M -552,638 Closed
MWA
1623
Marshall Wace Asia
Hong Kong
– -$41.4M -512,290 Closed
AWG
1624
Alpha Wave Global
New York
– -$27M -334,300 Closed
6M
1625
6 Meridian
Kansas
– -$12.6M -156,187 Closed
63 64
65
66 67