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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 %
BS
726
Banco Santander
Spain
$1.29M +$28.8K +367 +2%
CCP
727
Corient Capital Partners
California
$1.29M +$18.9K +241 +1%
MCM
728
Murphy Capital Management
New Jersey
$1.28M -$89.8K -1,143 -7%
KFGK
729
Keystone Financial Group (Kentucky)
Kentucky
$1.28M -$13.7K -175 -1%
VCM
730
Virtue Capital Management
Tennessee
$1.28M +$1.28M +16,333 New
LNB
731
Ledyard National Bank
$1.28M -$90K -1,146 -7%
ACS
732
Archford Capital Strategies
Illinois
$1.28M +$12K +153 +0.9%
HB
733
Homrich & Berg
Georgia
$1.28M +$145K +1,849 +13%
MSAM
734
Moloney Securities Asset Management
Missouri
$1.27M -$21.8K -278 -2%
FNBTCON
735
First National Bank & Trust Co of Newtown
Pennsylvania
$1.27M -$150K -1,915 -11%
RMAM
736
Raab & Moskowitz Asset Management
New Jersey
$1.27M -$14.1K -180 -1%
WKWM
737
Walter & Keenan Wealth Management
Indiana
$1.26M – – –
FA
738
FMA Advisory
Pennsylvania
$1.26M -$8.48K -108 -0.7%
SSWM
739
Smith Salley Wealth Management
North Carolina
$1.25M +$132K +1,683 +12%
NCM
740
Northside Capital Management
Oregon
$1.25M – – –
SXL
741
Summit X LLC
Missouri
$1.24M +$47.3K +601 +4%
CCA
742
Checchi Capital Advisers
California
$1.23M -$1.18K -15 -0.1%
WDA
743
Wendell David Associates
New Hampshire
$1.23M – – –
SFA
744
Semmax Financial Advisors
North Carolina
$1.23M +$212K +2,694 +21%
AAS
745
Annex Advisory Services
Wisconsin
$1.22M +$1.89K +24 +0.2%
NCM
746
Noesis Capital Mangement
Florida
$1.22M -$71.8K -914 -6%
DAS
747
Dynamic Advisor Solutions
Arizona
$1.22M +$589K +7,493 +93%
MA
748
Mutual Advisors
Nebraska
$1.22M -$25.3K -322 -2%
S
749
SignatureFD
Georgia
$1.21M -$137K -1,748 -10%
RMSCM
750
R.M. Sincerbeaux Capital Management
New York
$1.21M -$154K -1,958 -11%
28 29
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