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Philip Morris
PM

Overview Fund Activity

1,669 hedge funds and large institutions have $90.8B invested in Philip Morris in 2019 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 593 increasing their positions, 750 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,669
Holders Change
-65
Holders Change %
-3.75%
% of All Funds
36.31%
Holding in Top 10
37
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-30.19%
% of All Funds
0.8%
New
65
Increased
593
Reduced
750
Closed
104
Calls
$559M
Puts
$748M
Net Calls
-$188M
Net Calls Change
-$265M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$887M
2
Invesco
Invesco
Georgia
$2.36B
3
Morgan Stanley
Morgan Stanley
New York
$2.71B
4
BlackRock
BlackRock
New York
$7.92B
5
Capital World Investors
Capital World Investors
California
$4.38B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$2.95B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.85B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.22B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.68B
5
BAM
Burgundy Asset Management
Ontario, Canada
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$740M +$37.3M +474,677 +5%
GRQ
27
Gardner Russo & Quinn
Pennsylvania
$732M -$24.1M -306,336 -3%
CRC
28
Cedar Rock Capital
United Kingdom
$720M -$15.3M -194,817 -2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$686M -$9.39M -119,536 -1%
Goldman Sachs
30
Goldman Sachs
New York
$634M -$85.4M -1,087,859 -12%
Legal & General Group
31
Legal & General Group
United Kingdom
$630M -$3.01M -38,310 -0.5%
Wells Fargo
32
Wells Fargo
California
$608M +$22M +280,544 +4%
Charles Schwab
33
Charles Schwab
California
$550M +$11.7M +149,275 +2%
VAM
34
Veritas Asset Management
United Kingdom
$517M +$2.59M +33,000 +0.5%
AllianceBernstein
35
AllianceBernstein
Tennessee
$517M -$4.82M -61,419 -0.9%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$514M -$1.45M -18,449 -0.3%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$469M -$2.11M -26,850 -0.4%
Citadel Advisors
38
Citadel Advisors
Florida
$422M +$26.1M +332,129 +7%
Swiss National Bank
39
Swiss National Bank
Switzerland
$419M -$9.9M -126,100 -2%
VOYA Investment Management
40
VOYA Investment Management
Georgia
$406M +$205M +2,614,060 +102%
UBS AM
41
UBS AM
Illinois
$396M +$17.3M +220,335 +5%
AIG
42
American International Group
New York
$378M -$23M -292,975 -6%
AQR Capital Management
43
AQR Capital Management
Connecticut
$360M +$130M +1,663,264 +56%
PPA
44
Parametric Portfolio Associates
Washington
$348M -$5.46M -69,501 -2%
IFP
45
Independent Franchise Partners
United Kingdom
$338M -$5.09M -64,790 -1%
Ninety One (UK)
46
Ninety One (UK)
United Kingdom
$325M +$24.1M +306,860 +8%
Harris Associates
47
Harris Associates
Illinois
$312M -$3.68M -46,838 -1%
UBS Group
48
UBS Group
Switzerland
$310M +$1.41M +17,897 +0.5%
CSIA
49
Charles Schwab Investment Advisory
California
$301M +$11.2M +142,643 +4%
Diamond Hill Capital Management
50
Diamond Hill Capital Management
Ohio
$300M +$28.9M +368,627 +11%
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