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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 %
SFA
1751
Stewardship Financial Advisors
Georgia
– -$231K -2,832 Closed
DA
1752
Dillon & Associates
Michigan
– -$232K -2,830 Closed
RIG
1753
Roosevelt Investment Group
New York
– -$230K -2,824 Closed
NPA
1754
Nichols & Pratt Advisers
Massachusetts
– -$228K -2,800 Closed
ACM
1755
Argyle Capital Management
Pennsylvania
– -$228K -2,800 Closed
GGI
1756
Godsey & Gibb Inc
Virginia
– -$228K -2,785 Closed
FSCM
1757
Front Street Capital Management
Montana
– -$226K -2,773 Closed
FPCP
1758
Fort Point Capital Partners
California
– -$226K -2,766 Closed
BWP
1759
BSW Wealth Partners
Colorado
– -$224K -2,743 Closed
PC
1760
Port Capital
Illinois
– -$223K -2,736 Closed
IP
1761
Investment Partners
Ohio
– -$270 -2,718 Closed
MLFP
1762
MPS Loria Financial Planners
Illinois
– -$222K -2,718 Closed
AHC
1763
Adell Harriman & Carpenter
Texas
– -$221K -2,715 Closed
ACM
1764
Argent Capital Management
Missouri
– -$221K -2,705 Closed
BFM
1765
Boothbay Fund Management
New York
– -$220K -2,700 Closed
Edgewood Management
1766
Edgewood Management
Connecticut
– -$220K -2,700 Closed
KP
1767
Keel Point
Alabama
– -$220K -2,700 Closed
SAM
1768
Summit Asset Management
Tennessee
– -$219K -2,690 Closed
I
1769
INVST
Indiana
– -$220K -2,686 Closed
HA
1770
Hamel Associates
New Jersey
– -$219K -2,685 Closed
NFG
1771
Nations Financial Group
Iowa
– -$219K -2,685 Closed
BA
1772
Bristol Advisors
Pennsylvania
– -$212K -2,600 Closed
VHAM
1773
Van Hulzen Asset Management
California
– -$212K -2,600 Closed
CIS
1774
Connors Investor Services
Pennsylvania
– -$210K -2,576 Closed
EB
1775
Eastern Bank
Massachusetts
– -$210K -2,571 Closed
69 70
71
72 73