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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 %
CAAS
1776
Capital Asset Advisory Services
Michigan
– -$209K -2,568 Closed
KCM
1777
Kornitzer Capital Management
Kansas
– -$208K -2,550 Closed
VCM
1778
Vivaldi Capital Management
Illinois
– -$208K -2,550 Closed
FM
1779
Family Management
New York
– -$207K -2,544 Closed
MWM
1780
Meridian Wealth Management
Kentucky
– -$206K -2,523 Closed
GIM
1781
Goelzer Investment Management
Indiana
– -$204K -2,504 Closed
BAM
1782
Brave Asset Management
New Jersey
– -$204K -2,500 Closed
III
1783
Independent Investors Inc
New York
– -$203K -2,500 Closed
GWM
1784
GSB Wealth Management
Connecticut
– -$204K -2,500 Closed
ACG
1785
Allen Capital Group
Nebraska
– -$204K -2,496 Closed
DE
1786
Day & Ennis
Georgia
– -$203K -2,495 Closed
EWA
1787
Exencial Wealth Advisors
Oklahoma
– -$203K -2,488 Closed
BDF
1788
Balasa Dinverno & Foltz
– -$202K -2,479 Closed
PP
1789
Pegasus Partners
Wisconsin
– -$201K -2,467 Closed
CWM
1790
Capital Wealth Management
Rhode Island
– -$201K -2,465 Closed
MFW
1791
Meristem Family Wealth
Minnesota
– -$201K -2,463 Closed
AWM
1792
Aries Wealth Management
Maine
– -$200K -2,457 Closed
SIM
1793
SSI Investment Management
California
– -$200K -2,446 Closed
TFS
1794
TrustCore Financial Services
Tennessee
– -$188K -2,310 Closed
SFM
1795
Signet Financial Management
New Jersey
– -$158K -1,937 Closed
PCA
1796
Providence Capital Advisors
North Carolina
– -$156K -1,914 Closed
WIA
1797
Westbourne Investment Advisors
Maryland
– -$148K -1,813 Closed
MCM
1798
Mainstay Capital Management
Michigan
– -$120K -1,473 Closed
CPH
1799
C Partners Holding
Switzerland
– -$110K -1,345 Closed
CI
1800
Cowen Inc
New York
– -$98K -1,200 Closed
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