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Philip Morris
PM

Overview Fund Activity

1,734 hedge funds and large institutions have $101B invested in Philip Morris in 2019 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 627 increasing their positions, 712 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,734
Holders Change
+72
Holders Change %
+4.33%
% of All Funds
37.59%
Holding in Top 10
53
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20.45%
% of All Funds
1.15%
New
178
Increased
627
Reduced
712
Closed
86
Calls
$862M
Puts
$785M
Net Calls
+$76.7M
Net Calls Change
+$51.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$587M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$376M
3
Invesco
Invesco
Georgia
+$372M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$369M
5
State Street
State Street
Massachusetts
+$275M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$812M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$402M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$359M
4
Capital International Investors
Capital International Investors
California
-$241M
5
Deutsche Bank
Deutsche Bank
Germany
-$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
826
Waverton Investment Management
United Kingdom
$1.18M -$73.3K -830 -6%
FMWA
827
Forvis Mazars Wealth Advisors
Missouri
$1.18M +$439K +4,966 +59%
ET
828
Equitable Trust
Tennessee
$1.18M -$2.21K -25 -0.2%
VAS
829
Valicenti Advisory Services
New York
$1.18M -$6.54K -74 -0.6%
SFS
830
Strategic Financial Services
New York
$1.17M – – –
EDRH
831
Edmond de Rothschild Holding
Switzerland
$1.17M -$107K -1,214 -8%
SDWIA
832
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.17M -$9.11K -103 -0.8%
FQ
833
First Quadrant
California
$1.16M -$1.24M -14,003 -52%
TW
834
TrinityPoint Wealth
Connecticut
$1.16M +$77.6K +878 +7%
Cetera Investment Advisers
835
Cetera Investment Advisers
Illinois
$1.16M +$170K +1,915 +17%
LFAS
836
Level Four Advisory Services
Texas
$1.15M -$363K -4,110 -24%
TSWM
837
Triangle Securities Wealth Management
North Carolina
$1.15M -$102K -1,154 -8%
MWP
838
MYCIO Wealth Partners
Pennsylvania
$1.15M -$147K -1,660 -11%
SFA
839
Semmax Financial Advisors
North Carolina
$1.14M +$193K +2,179 +20%
CCMW
840
Cypress Capital Management (Wyoming)
Wyoming
$1.13M -$92.8K -1,050 -8%
TPA
841
Trivium Point Advisory
Connecticut
$1.13M +$172K +1,942 +18%
AIM
842
Axiom Investment Management
New York
$1.13M -$201K -2,319 -15%
APC
843
Aspire Private Capital
North Carolina
$1.13M +$76.8K +869 +7%
ACM
844
Allred Capital Management
Texas
$1.12M +$57.8K +657 +5%
BBNA
845
Bremer Bank National Association
Minnesota
$1.12M +$1.12M +12,929 New
HT
846
Heritage Trust
Oklahoma
$1.11M -$113K -1,279 -9%
MAFM
847
Mid Atlantic Financial Management
Pennsylvania
$1.11M +$111K +1,251 +11%
SAM
848
Security Asset Management
New York
$1.11M -$96.1K -1,087 -8%
CAN
849
Claraphi Advisory Network
United States
$1.11M -$98.4K -1,113 -8%
FPCG
850
Fort Pitt Capital Group
Pennsylvania
$1.1M -$221K -2,495 -17%
32 33
34
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