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Philip Morris
PM

Overview Fund Activity

1,650 hedge funds and large institutions have $91.4B invested in Philip Morris in 2018 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 622 increasing their positions, 730 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,650
Holders Change
-98
Holders Change %
-5.61%
% of All Funds
37.83%
Holding in Top 10
43
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-33.85%
% of All Funds
0.99%
New
95
Increased
622
Reduced
730
Closed
173
Calls
$618M
Puts
$775M
Net Calls
-$157M
Net Calls Change
-$170M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$6B
2
First Eagle Investment Management
First Eagle Investment Management
New York
$454M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
$1.15B
4
Morgan Stanley
Morgan Stanley
New York
$1.84B
5
Invesco
Invesco
Georgia
$1.33B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.58B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.15B
3
Bank of America
Bank of America
North Carolina
$1.54B
4
Capital Research Global Investors
Capital Research Global Investors
California
$3.37B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1726
Scholtz & Company
Connecticut
– -$334K -3,365 Closed
CCT
1727
Chemung Canal Trust
New York
– -$331K -3,334 Closed
MWM
1728
Mission Wealth Management
California
– -$329K -3,312 Closed
DSN
1729
D. Scott Neal
Kentucky
– -$325K -3,265 Closed
AIS
1730
AlphaOne Investment Services
Pennsylvania
– -$323K -3,246 Closed
SWA
1731
SFMG Wealth Advisors
Texas
– -$321K -3,233 Closed
GWM
1732
Greenwich Wealth Management
Connecticut
– -$293K -2,944 Closed
GA
1733
Gateway Advisory
New Jersey
– -$291K -2,927 Closed
OWP
1734
Obermeyer Wealth Partners
Colorado
– -$282K -2,837 Closed
CAAS
1735
Capital Asset Advisory Services
Michigan
– -$280K -2,817 Closed
CM
1736
Capital Management
Virginia
– -$277K -2,790 Closed
ST
1737
Sabal Trust
Florida
– -$276K -2,781 Closed
WHG
1738
Westwood Holdings Group
Texas
– -$276K -2,779 Closed
FSA
1739
Financial Sense Advisors
California
– -$270K -2,715 Closed
SIM
1740
SSI Investment Management
California
– -$265K -2,663 Closed
GIA
1741
Granite Investment Advisors
New Hampshire
– -$264K -2,658 Closed
CAM
1742
Cidel Asset Management
Ontario, Canada
– -$336K -2,620 Closed
ITIM
1743
Indiana Trust & Investment Management
Indiana
– -$258K -2,597 Closed
WP
1744
WealthSource Partners
California
– -$256K -2,578 Closed
NCM
1745
Novare Capital Management
North Carolina
– -$256K -2,578 Closed
JSL
1746
JT Stratford LLC
Georgia
– -$254K -2,559 Closed
WWM
1747
Windsor Wealth Management
Indiana
– -$253K -2,549 Closed
RWM
1748
RKL Wealth Management
Pennsylvania
– -$255K -2,543 Closed
IC
1749
Inverness Counsel
New York
– -$252K -2,536 Closed
WCM
1750
Weatherstone Capital Management
Colorado
– -$251K -2,526 Closed
68 69
70
71 72