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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 %
LA
776
Lynch & Associates
Indiana
$1.12M -$92.8K -1,182 -8%
TI
777
Truehand Inc
New Hampshire
$1.11M -$15.7K -200 -1%
LIM
778
Leavell Investment Management
Alabama
$1.11M -$13.9K -175 -1%
LIC
779
Lodestar Investment Counsel
Illinois
$1.11M +$30.8K +392 +3%
PA
780
Planning Alternatives
Michigan
$1.11M -$220K -2,800 -17%
LF
781
Lee Financial
Texas
$1.1M -$3.53K -45 -0.3%
BCM
782
Brookstone Capital Management
Illinois
$1.1M +$7.94K +101 +0.7%
RIL
783
Rothschild Investment LLC
Illinois
$1.1M +$13.2K +168 +1%
SSG
784
Summit Securities Group
New York
$1.1M +$793K +10,100 +259%
TPA
785
Trivium Point Advisory
Connecticut
$1.1M +$92.1K +1,173 +9%
RCAG
786
Rehmann Capital Advisory Group
Michigan
$1.1M +$269K +3,423 +33%
TPWA
787
TRUE Private Wealth Advisors
Oregon
$1.09M +$23.8K +299 +2%
SIA
788
Sit Investment Associates
Minnesota
$1.09M – – –
AFP
789
Ausdal Financial Partners
Iowa
$1.09M +$49.9K +578 +5%
Cetera Investment Advisers
790
Cetera Investment Advisers
Illinois
$1.09M +$59K +747 +6%
TCOV
791
Trust Company of Vermont
Vermont
$1.09M +$1.65K +21 +0.2%
CAM
792
Costello Asset Management
Pennsylvania
$1.08M -$162K -2,063 -13%
WIM
793
Waverton Investment Management
United Kingdom
$1.08M +$29.7K +378 +3%
SFS
794
Strategic Financial Services
New York
$1.08M +$35.1K +447 +3%
Carson Wealth (CWM LLC)
795
Carson Wealth (CWM LLC)
Nebraska
$1.08M – – –
WWM
796
Willingdon Wealth Management
North Carolina
$1.07M +$9.34K +119 +0.9%
WSC
797
Wellington Shields & Co
New York
$1.07M -$39.3K -500 -4%
SDWIA
798
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.07M +$30.5K +388 +3%
BAM
799
Barrett Asset Management
New York
$1.07M +$94.2K +1,200 +10%
P
800
Pitcairn
Pennsylvania
$1.06M -$93K -1,185 -8%
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