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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 %
HT
826
Heritage Trust
Oklahoma
$980K -$8.32K -106 -0.8%
CAN
827
Claraphi Advisory Network
United States
$973K -$8.09K -103 -0.8%
SCM
828
Sterling Capital Management
North Carolina
$970K -$12.5M -159,228 -93%
IWM
829
IHT Wealth Management
Illinois
$957K +$137K +1,732 +17%
AIM
830
Axiom Investment Management
New York
$949K -$78.5K -998 -8%
PP
831
Patten & Patten
Tennessee
$943K -$5.73K -73 -0.6%
MFG
832
MidWestOne Financial Group
Iowa
$943K +$943K +12,000 New
IFAM
833
Institutional & Family Asset Management
Colorado
$942K -$314 -4 -0%
YMRC
834
Yorktown Management & Research Company
Virginia
$942K – – –
CPR
835
CSU Producer Resources
Ohio
$942K – – –
CIC
836
Canal Insurance Company
South Carolina
$942K – – –
EFS
837
Essex Financial Services
Connecticut
$924K -$164K -2,086 -15%
KA
838
Kovack Advisors
Florida
$922K +$110K +1,405 +14%
SFI
839
Susquehanna Fundamental Investments
Pennsylvania
$919K -$1.91M -24,300 -68%
W
840
WealthStone
Ohio
$918K +$918K +11,686 New
EDRH
841
Edmond de Rothschild Holding
Switzerland
$915K -$123K -1,562 -12%
HT
842
HAP Trading
New York
$911K +$911K +11,595 New
NO
843
Ninety One
South Africa
$908K +$41.9K +534 +5%
FPCG
844
Fort Pitt Capital Group
Pennsylvania
$905K -$69.2K -881 -7%
MWM
845
Mission Wealth Management
California
$899K +$1.02K +13 +0.1%
EWM
846
Endurance Wealth Management
Rhode Island
$898K -$19.7K -251 -2%
FI
847
Fosun International
China
$896K – – –
APC
848
Aspire Private Capital
North Carolina
$895K -$104K -1,324 -10%
MCM
849
Mork Capital Management
California
$895K – – –
CEP
850
Chicago Equity Partners
Illinois
$894K +$391K +4,980 +78%
32 33
34
35 36