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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 %
KC
1601
Knuff & Co
California
$27K +$27K +400 New
EIM
1602
Essex Investment Management
Massachusetts
$27K +$27K +402 New
SFA
1603
Spectrum Financial Alliance
Kentucky
$26K – – –
SAM
1604
Shamrock Asset Management
Texas
$25K – – –
WCM
1605
WealthBridge Capital Management
Ohio
$23K +$23K +350 New
FA
1606
Fortis Advisors
Pennsylvania
$21K – – –
PA
1607
Perennial Advisors
New York
$21K – – –
Simplex Trading
1608
Simplex Trading
Illinois
$20K -$5.4M -80,974 -100%
SC
1609
Sawyer & Company
Massachusetts
$20K – – –
CA
1610
Crewe Advisors
Utah
$20K – – –
NCM
1611
Next Capital Management
New York
$20K +$20K +299 New
SL
1612
Salomon & Ludwin
Virginia
$20K +$20K +300 New
MWC
1613
MBM Wealth Consultants
Missouri
$19K +$19K +287 New
HIIFS
1614
Harel Insurance Investments & Financial Services
Israel
$18K +$4.67K +70 +35%
SIS
1615
Sound Income Strategies
Florida
$16K – – –
OAJ
1616
Ogorek Anthony Joseph
New York
$15K – – –
BL
1617
Balentine LLC
Georgia
$15K – – –
KCM
1618
Karp Capital Management
California
$15K +$15K +220 New
1NWS
1619
1 North Wealth Services
Maryland
$15K +$15K +232 New
1832 Asset Management
1620
1832 Asset Management
Ontario, Canada
$14K -$892K -13,126 -98%
CMBA
1621
C.M. Bidwell & Associates
Hawaii
$14K – – –
HWM
1622
Holloway Wealth Management
Florida
$13K -$10K – –
PG
1623
Proffitt & Goodson
Tennessee
$13K – – –
CBOA
1624
Commonwealth Bank of Australia
Australia
$13K +$6.5K +100 +100%
NIM
1625
NuWave Investment Management
New Jersey
$13K +$10.3K +156 +380%
63 64
65
66 67