PM icon

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 %
GP
601
Girard Partners
Pennsylvania
$2.1M -$1.65K -21 -0.1%
ATC
602
Argent Trust Co
Tennessee
$2.1M -$51.1K -651 -2%
IRF
603
IBM Retirement Fund
New York
$2.09M +$31.8K +405 +2%
CA
604
Cetera Advisors
Colorado
$2.07M +$283K +3,598 +16%
Lido Advisors
605
Lido Advisors
California
$2.07M +$601K +7,547 +41%
THWM
606
Taylor Hoffman Wealth Management
Virginia
$2.07M -$182K -2,320 -8%
PMG
607
ProVise Management Group
Florida
$2.06M +$119K +1,518 +6%
HCP
608
Holt Capital Partners
Texas
$2.04M -$15.7K -200 -0.8%
GJIC
609
Gamble Jones Investment Counsel
California
$2.04M -$345K -4,388 -14%
GAM
610
Griffin Asset Management
New York
$2.02M -$2.36K -30 -0.1%
EH
611
Employers Holdings
Nevada
$2.02M +$2.02M +25,657 New
BRWA
612
B. Riley Wealth Advisors
Florida
$2.01M +$255K +3,243 +15%
SPC
613
Sigma Planning Corp
Michigan
$2M +$14K +178 +0.7%
FHB
614
First Hawaiian Bank
Hawaii
$2M +$197K +2,511 +11%
SSB
615
Sandy Spring Bank
Maryland
$1.99M -$5.26K -67 -0.3%
1IA
616
1834 Investment Advisors
Wisconsin
$1.98M -$3.54K -45 -0.2%
WIS
617
Wright Investors Service
Connecticut
$1.98M -$472K -6,008 -19%
KCM
618
Kanawha Capital Management
Virginia
$1.97M -$1.97M -25,040 -50%
SWM
619
SeaCrest Wealth Management
New York
$1.96M -$210K -2,679 -10%
DIA
620
Dean Investment Associates
Ohio
$1.94M +$51.8K +660 +3%
HPC
621
Hobart Private Capital
North Carolina
$1.94M -$26.4K -336 -1%
Luther King Capital Management (LKCM)
622
Luther King Capital Management (LKCM)
Texas
$1.93M +$558K +7,107 +41%
TCPWM
623
Traverso Chambers Private Wealth Management
California
$1.93M – – –
PI
624
PFS Investments
Georgia
$1.92M +$1.08M +13,486 +128%
CNBT
625
Canandaigua National Bank & Trust
New York
$1.92M -$120K -1,529 -6%
23 24
25
26 27