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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 %
CC
1701
Covalis Capital
United Kingdom
– -$787K -9,650 Closed
KIG
1702
Kessler Investment Group
Indiana
– -$720K -8,825 Closed
DAM
1703
Doheny Asset Management
California
– -$691K -8,476 Closed
LP
1704
LMR Partners
United Kingdom
– -$651K -7,985 Closed
BCM
1705
Bluefin Capital Management
New York
– -$597K -7,324 Closed
PP
1706
PagnatoKarp Partners
Virginia
– -$601K -7,269 Closed
CAM
1707
Chesapeake Asset Management
New York
– -$586K -7,190 Closed
GAMA
1708
Graticule Asia Macro Advisors
New York
– -$506K -6,200 Closed
PCM
1709
Penserra Capital Management
California
– -$502K -6,165 Closed
SAM
1710
Stansberry Asset Management
Texas
– -$488K -5,989 Closed
HCC
1711
Hirtle Callaghan & Co
Pennsylvania
– -$485K -5,866 Closed
FIA
1712
Foundations Investment Advisors
Arizona
– -$427K -5,234 Closed
AAP
1713
Ardsley Advisory Partners
Connecticut
– -$408K -5,000 Closed
PIMJS
1714
PKO Investment Management Joint-Stock
Poland
– -$408K -5,000 Closed
CC
1715
Cadinha & Co
Hawaii
– -$371K -4,547 Closed
MWPCG
1716
Measured Wealth Private Client Group
New Hampshire
– -$347K -4,292 Closed
DWM
1717
Dynasty Wealth Management
Florida
– -$337K -4,129 Closed
VC
1718
Vicus Capital
Pennsylvania
– -$331K -4,054 Closed
LSAG
1719
Lake Street Advisors Group
New Hampshire
– -$320K -3,929 Closed
BCM
1720
BTR Capital Management
California
– -$312K -3,826 Closed
PWPS
1721
Pinnacle Wealth Planning Services
Ohio
– -$306K -3,752 Closed
RIM
1722
Redwood Investment Management
Arizona
– -$296K -3,631 Closed
JAM
1723
Jolley Asset Management
North Carolina
– -$287K -3,519 Closed
CA
1724
Calton & Associates
Florida
– -$286K -3,506 Closed
LAIC
1725
Lederer & Associates Investment Counsel
California
– -$285K -3,490 Closed
67 68
69
70 71