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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
+$883M
2
Invesco
Invesco
Georgia
+$693M
3
Morgan Stanley
Morgan Stanley
New York
+$392M
4
BlackRock
BlackRock
New York
+$383M
5
Capital World Investors
Capital World Investors
California
+$344M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.05B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$624M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$148M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$134M
5
BAM
Burgundy Asset Management
Ontario, Canada
-$89.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
526
BCWM LLC
Kansas
$2.94M +$460K +5,859 +19%
NAM
527
NorthCoast Asset Management
Connecticut
$2.92M +$2.92M +37,195 New
SIC
528
Salem Investment Counselors
North Carolina
$2.91M -$83.5K -1,063 -3%
AF
529
Advisornet Financial
Minnesota
$2.91M +$53.5K +681 +2%
Millennium Management
530
Millennium Management
New York
$2.9M -$1.3M -16,575 -31%
KFC
531
Klingenstein Fields & Co
New York
$2.9M – – –
MYLI
532
Meiji Yasuda Life Insurance
Japan
$2.88M -$130K -1,656 -4%
IAA
533
Independent Advisor Alliance
North Carolina
$2.84M +$151K +2,056 +6%
LW
534
Linscomb Wealth
Texas
$2.8M +$35K +446 +1%
RBA
535
Richard Bernstein Advisors
New York
$2.79M – – –
CII
536
Capital International Inc
California
$2.79M +$374K +4,760 +16%
CIC
537
Cornercap Investment Counsel
Georgia
$2.78M -$278K -3,534 -9%
LC
538
Lavaca Capital
Texas
$2.77M +$259K +3,300 +10%
AP
539
Advisor Partners
California
$2.76M -$418K -5,319 -13%
VCA
540
Verdence Capital Advisors
Maryland
$2.74M -$367K -4,678 -12%
TAM
541
Tocqueville Asset Management
New York
$2.72M -$142K -1,810 -5%
JIR
542
James Investment Research
Ohio
$2.71M -$18.1K -230 -0.7%
CAPTRUST Financial Advisors
543
CAPTRUST Financial Advisors
North Carolina
$2.7M -$178K -2,235 -6%
HKIM
544
Hayek Kallen Investment Management
Alabama
$2.65M -$48.8K -622 -2%
SC
545
Searle & Co
Connecticut
$2.64M – – –
AMM
546
American Money Management
California
$2.61M -$3.14K -40 -0.1%
VAS
547
Vestmark Advisory Solutions
Massachusetts
$2.6M +$177K +2,249 +7%
WB
548
WesBanco Bank
West Virginia
$2.59M -$59.4K -756 -2%
BC
549
Blackhill Capital
New Jersey
$2.59M – – –
SYBT
550
Stock Yards Bank & Trust
Kentucky
$2.58M -$47.8K -609 -2%
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