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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 %
RA
1626
Rational Advisors
New York
$13K +$10.3K +156 +380%
NC
1627
NewSquare Capital
Pennsylvania
$12K – – –
AJ
1628
Ashburton (Jersey)
Jersey
$12K -$96 -1,434 -0.8%
VRM
1629
Vectors Research Management
New York
$11K -$94.9K -1,432 -90%
ECM
1630
Estabrook Capital Management
New York
$10K – – –
LPC
1631
Loeb Partners Corp
New York
$10K +$10K +150 New
RCG
1632
Ruggie Capital Group
Florida
$10K +$10K +155 New
GT
1633
Glenmede Trust
Pennsylvania
$9.95K -$1.04K -15,541 -9%
MFT
1634
Moisand Fitzgerald Tamayo
Florida
$9K – – –
WA
1635
WealthTrust-Arizona
Arizona
$9K +$1.37K +20 +18%
RWG
1636
Regal Wealth Group
California
$8K – – –
FLI
1637
Family Legacy Inc
South Carolina
$8K – – –
GI
1638
GS Investments
Minnesota
$7.54K – – –
JFA
1639
JNBA Financial Advisors
Minnesota
$7K -$206K -3,121 -97%
FPB
1640
First PREMIER Bank
South Dakota
$7K -$910 -13 -12%
SHJ
1641
Sharkey, Howes & Javer
Colorado
$7K – – –
IP
1642
Intellectus Partners
California
$6K – – –
CI
1643
CX Institutional
Indiana
$6K – – –
FGC
1644
Financial Gravity Companies
Texas
$6K +$6K +76 New
PCTC
1645
Perkins Coie Trust Company
Washington
$5K – – –
ANBT
1646
American National Bank & Trust
Texas
$4K -$56.1K -772 -93%
OP
1647
Oldfield Partners
United Kingdom
$3.49K – – –
MSFP
1648
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
CT
1649
Chicago Trust
Illinois
$2.89K -$96 -1,441 -3%
MFBTD
1650
MB Financial Bank - Trust Department
Illinois
$2K -$13.9K -250 -87%
64 65
66
67 68