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 %
WCM
751
Weik Capital Management
Pennsylvania
$1.21M -$235K -2,990 -16%
OPTFSNA
752
Old Point Trust & Financial Services N A
Virginia
$1.2M -$5.1K -65 -0.4%
AWM
753
Altium Wealth Management
New York
$1.2M -$345K -4,396 -22%
PP
754
Palladium Partners
Virginia
$1.2M +$25.9K +330 +2%
CT
755
Coastline Trust
Rhode Island
$1.19M -$7.85K -100 -0.7%
WAM
756
Wealthspire Advisors (Maryland)
Maryland
$1.19M -$68.9K -877 -5%
PT
757
Plimoth Trust
Massachusetts
$1.18M -$11K -140 -0.9%
SACTSONJ
758
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.18M – – –
SC
759
SouthState Corp
Florida
$1.18M -$271K -3,451 -19%
LA
760
Lau Associates
Delaware
$1.17M – – –
CB
761
Chemical Bank
Michigan
$1.17M -$67.5K -859 -5%
PWW
762
Pettyjohn Wood & White
Virginia
$1.17M +$55K +700 +5%
AIM
763
Anchor Investment Management
South Carolina
$1.15M -$785 -10 -0.1%
ACM
764
Adalta Capital Management
New York
$1.15M -$25.5K -320 -2%
GT
765
Greenleaf Trust
Michigan
$1.15M -$164K -2,090 -13%
DSC
766
Duncker Streett & Co
Missouri
$1.15M -$130K -1,660 -10%
VIA
767
Vident Investment Advisory
Georgia
$1.14M -$22.5K -287 -2%
CWM
768
Cornerstone Wealth Management
Missouri
$1.14M +$92.1K +1,173 +9%
FL
769
Fort LP
Maryland
$1.14M +$229K +2,911 +25%
S
770
Surevest
California
$1.14M +$453K +5,771 +66%
WS
771
Wedbush Securities
California
$1.13M -$3.69K -47 -0.3%
MCM
772
Monarch Capital Management
Indiana
$1.13M – – –
SIM
773
Sterling Investment Management
Arizona
$1.13M -$31.9K -406 -3%
TW
774
TrinityPoint Wealth
Connecticut
$1.13M +$5.44K +64 +0.5%
PNAA
775
Pictet North America Advisors
Switzerland
$1.12M -$122K -1,548 -10%
29 30
31
32 33