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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 %
BAM
676
Burgundy Asset Management
Ontario, Canada
$1.57M -$89.9M -1,144,664 -98%
NCM
677
Narwhal Capital Management
Georgia
$1.57M -$2.99K -38 -0.2%
AAIM
678
American Assets Investment Management
California
$1.57M – – –
TA
679
Tiedemann Advisors
New York
$1.57M -$72.2K -907 -4%
WI
680
Wedgewood Investors
Pennsylvania
$1.56M – – –
SC
681
Sepio Capital
Utah
$1.55M +$20.2K +257 +1%
VFA
682
Valeo Financial Advisors
Indiana
$1.54M -$92.3K -1,175 -6%
MCG
683
MACRO Consulting Group
New Jersey
$1.53M +$153K +1,946 +11%
CAG
684
Crestwood Advisors Group
Massachusetts
$1.51M +$1.2M +15,311 +388%
MC
685
Moors & Cabot
Massachusetts
$1.5M -$217K -2,754 -13%
CCM
686
Condor Capital Management
New Jersey
$1.5M – – –
FWCM
687
Ferguson Wellman Capital Management
Oregon
$1.49M -$28.3K -361 -2%
BPB
688
Badgley, Phelps & Bell
Washington
$1.49M -$31.4K -400 -2%
CA
689
Cortland Associates
Missouri
$1.49M -$393 -5 -0%
Dodge & Cox
690
Dodge & Cox
California
$1.49M – – –
BDWM
691
Brewin Dolphin Wealth Management
Ireland
$1.48M -$98.2K -1,250 -6%
MOS
692
MGO One Seven
Ohio
$1.47M +$60.2K +767 +4%
AHB
693
Abner Herrman & Brock
New Jersey
$1.46M -$62.5K -796 -4%
BSW
694
Buckingham Strategic Wealth
Missouri
$1.46M +$132K +1,676 +10%
HAM
695
Highstreet Asset Management
Ontario, Canada
$1.46M -$77K -980 -5%
CAM
696
Cozad Asset Management
Illinois
$1.46M -$126K -1,600 -8%
SB
697
Simmons Bank
Arkansas
$1.45M -$28.1K -358 -2%
MA
698
Montag & Associates
Georgia
$1.45M -$29.8K -379 -2%
ACA
699
Aptus Capital Advisors
Alabama
$1.44M -$593K -7,561 -29%
TBA
700
Tower Bridge Advisors
Pennsylvania
$1.43M -$17.7K -225 -1%
26 27
28
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