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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 %
BP
801
BBR Partners
New York
$1.05M +$837K +10,663 +393%
AC
802
Addison Capital
Pennsylvania
$1.05M +$90.4K +1,152 +9%
BA
803
Boston Advisors
Massachusetts
$1.05M -$25.9K -330 -2%
ZF
804
Zhang Financial
Michigan
$1.04M -$25.4K -324 -2%
VAS
805
Valicenti Advisory Services
New York
$1.04M -$3.85K -49 -0.4%
FQ
806
First Quadrant
California
$1.03M – – –
BFEC
807
Benjamin F. Edwards & Company
Missouri
$1.03M -$210K -2,676 -17%
SCM
808
Shelton Capital Management
Colorado
$1.03M +$926K +11,796 +876%
TSWM
809
Triangle Securities Wealth Management
North Carolina
$1.03M -$12.8K -161 -1%
DBRC
810
D.B. Root & Company
Pennsylvania
$1.03M -$48.7K -621 -5%
JCM
811
Jacobi Capital Management
Pennsylvania
$1.03M +$567K +7,165 +123%
ACM
812
AlphaCrest Capital Management
New York
$1.02M -$526K -6,698 -34%
FIM
813
Freedom Investment Management
Connecticut
$1.02M +$55.1K +702 +6%
LFAS
814
Level Four Advisory Services
Texas
$1.01M -$12K -153 -1%
ACM
815
Allred Capital Management
Texas
$1.01M -$2.31K -29 -0.2%
NMC
816
Nine Masts Capital
Hong Kong
$1.01M +$481K +6,129 +91%
ET
817
Equitable Trust
Tennessee
$1.01M -$32.5K -414 -3%
MAFM
818
Mid Atlantic Financial Management
Pennsylvania
$1.01M +$21.9K +279 +2%
WTB
819
Washington Trust Bank
Washington
$1.01M -$87.6K -1,116 -8%
CCMW
820
Cypress Capital Management (Wyoming)
Wyoming
$1.01M – – –
CCA
821
Cobblestone Capital Advisors
New York
$1.01M -$47.5K -605 -5%
MWP
822
MYCIO Wealth Partners
Pennsylvania
$1M -$17K -217 -2%
SLF
823
Sun Life Financial
Ontario, Canada
$1M -$1.11M -14,198 -53%
HA
824
Halsey Associates
Connecticut
$994K -$308K -3,925 -24%
BAM
825
Belpointe Asset Management
Nevada
$989K -$137K -1,745 -12%
31 32
33
34 35