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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 %
CAM
1726
Cypress Asset Management
Texas
– -$280K -3,440 Closed
CG
1727
CFO4Life Group
Texas
– -$276K -3,387 Closed
SSG
1728
Summit Securities Group
New York
– -$269K -3,300 Closed
NFG
1729
Nadler Financial Group
Illinois
– -$267K -3,277 Closed
CC
1730
Cornerstone Capital
California
– -$254K -3,112 Closed
CGL
1731
Clarius Group LLC
Washington
– -$252K -3,088 Closed
XS
1732
XR Securities
Illinois
– -$247K -3,028 Closed
ODCM
1733
Old Dominion Capital Management
Virginia
– -$246K -3,022 Closed
DDC
1734
DF Dent & Co
Maryland
– -$246K -3,017 Closed
HCMT
1735
Highland Capital Management (Tennessee)
Tennessee
– -$245K -3,000 Closed
FHC
1736
First Heartland Consultants
Missouri
– -$244K -2,998 Closed
EF
1737
Empirical Finance
Pennsylvania
– -$244K -2,991 Closed
MS
1738
Marshall & Sullivan
Washington
– -$243K -2,986 Closed
BFO
1739
Biltmore Family Office
North Carolina
– -$247K -2,976 Closed
SC
1740
Schulhoff & Co
Ohio
– -$241K -2,962 Closed
ANRIA
1741
American National Registered Investment Advisor
Texas
– -$241K -2,950 Closed
KF
1742
Krilogy Financial
Missouri
– -$240K -2,946 Closed
SFS
1743
Summit Financial Strategies
Ohio
– -$240K -2,940 Closed
DDPIC
1744
Deroy & Devereaux Private Investment Counsel
Michigan
– -$239K -2,930 Closed
RGIA
1745
Rainier Group Investment Advisory
Washington
– -$238K -2,920 Closed
WA
1746
WealthTrust Axiom
Pennsylvania
– -$237K -2,916 Closed
LC
1747
Lincoln Capital
Nebraska
– -$235K -2,881 Closed
S
1748
SimplyRich
California
– -$231K -2,837 Closed
NB
1749
Northwest Bancshares
Pennsylvania
– -$231K -2,836 Closed
WP
1750
WealthShield Partners
North Carolina
– -$234K -2,834 Closed
68 69
70
71 72