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Philip Morris
PM

Overview Fund Activity

1,619 hedge funds and large institutions have $92.3B invested in Philip Morris in 2018 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 561 increasing their positions, 741 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,619
Holders Change
-31
Holders Change %
-1.88%
% of All Funds
37.07%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.92%
New
80
Increased
561
Reduced
741
Closed
98
Calls
$950M
Puts
$852M
Net Calls
+$98M
Net Calls Change
+$255M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$2.11B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$376M
3
State Street
State Street
Massachusetts
+$224M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$176M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$175M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$844M
2
CWG
C WorldWide Group
Denmark
-$216M
3
MG
Meritage Group
California
-$211M
4
Renaissance Technologies
Renaissance Technologies
New York
-$198M
5
VAM
Vontobel Asset Management
New York
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPSF
201
Texas Permanent School Fund
Texas
$28.5M -$2.48M -30,362 -8%
MSE
202
MUFG Securities EMEA
United Kingdom
$28.4M -$2.41M -29,599 -8%
State of Tennessee, Department of Treasury
203
State of Tennessee, Department of Treasury
Tennessee
$28.3M -$9.28M -113,820 -25%
CWM
204
CIBC World Markets
New York
$28.1M +$10.2M +125,285 +57%
VAM
205
Veritas Asset Management
United Kingdom
$27M +$27M +331,000 New
PR
206
Payden & Rygel
California
$26.7M -$1.69M -20,700 -6%
Kayne Anderson Rudnick Investment Management
207
Kayne Anderson Rudnick Investment Management
California
$26.3M -$1.03M -12,601 -4%
CRM
208
Cramer Rosenthal McGlynn
Connecticut
$26.2M -$5.5M -67,410 -17%
FWIA
209
Fort Washington Investment Advisors
Ohio
$25.9M -$142K -1,739 -0.5%
PI
210
PineBridge Investments
New York
$25M +$22.3M +273,895 +847%
MNG
211
Manning & Napier Group
New York
$24.9M +$2.81M +34,505 +13%
Allianz Asset Management
212
Allianz Asset Management
Germany
$24.8M -$24M -293,786 -49%
CI Investments Inc
213
CI Investments Inc
Ontario, Canada
$24.4M +$5.26M +64,508 +27%
ZIG
214
Zurich Insurance Group
Switzerland
$24.4M +$4.69M +57,571 +24%
WPC
215
Waters Parkerson & Co
Louisiana
$24.1M +$246K +3,020 +1%
OAM
216
Oppenheimer Asset Management
New York
$23.9M +$4.92M +60,394 +26%
SEI Investments
217
SEI Investments
Pennsylvania
$23.9M -$15.3M -188,216 -39%
Teacher Retirement System of Texas
218
Teacher Retirement System of Texas
Texas
$23.7M -$36.1M -442,588 -60%
URS
219
Utah Retirement Systems
Utah
$23.6M +$106K +1,300 +0.5%
GFPC
220
Global Financial Private Capital
Florida
$23.6M -$6.06M -74,268 -20%
AAM
221
Advisors Asset Management
Colorado
$23.5M +$2.03M +24,901 +9%
Creative Planning
222
Creative Planning
Kansas
$23.5M -$1.05M -12,849 -4%
Zurich Cantonal Bank
223
Zurich Cantonal Bank
Switzerland
$23.4M -$2.63M -32,244 -10%
Truist Financial
224
Truist Financial
North Carolina
$23.2M -$485K -5,946 -2%
Jacobs Levy Equity Management
225
Jacobs Levy Equity Management
New Jersey
$23.2M -$12.6M -153,950 -35%
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