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Philip Morris
PM

Overview Fund Activity

1,657 hedge funds and large institutions have $86.5B invested in Philip Morris in 2019 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 650 increasing their positions, 670 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
-12
Holders Change %
-0.72%
% of All Funds
36.39%
Holding in Top 10
42
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.51%
% of All Funds
0.92%
New
97
Increased
650
Reduced
670
Closed
96
Calls
$756M
Puts
$869M
Net Calls
-$114M
Net Calls Change
+$74.4M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$440M
2
Capital World Investors
Capital World Investors
California
+$203M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$181M
4
Capital International Investors
Capital International Investors
California
+$151M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
+$128M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$838M
2
Citadel Advisors
Citadel Advisors
Florida
-$325M
3
BlackRock
BlackRock
New York
-$284M
4
Invesco
Invesco
Georgia
-$271M
5
Renaissance Technologies
Renaissance Technologies
New York
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
826
Strategic Financial Services
New York
$1.04M -$3.04K -40 -0.3%
BFO
827
Biltmore Family Office
North Carolina
$1.04M +$1.04M +13,478 New
SDWIA
828
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.04M +$5.24K +69 +0.5%
PA
829
Planning Alternatives
Michigan
$1.03M -$44.2K -582 -4%
FI
830
FormulaFolio Investments
Michigan
$1.02M +$201K +2,647 +25%
BP
831
BBR Partners
New York
$1.02M – – –
AC
832
Addison Capital
Pennsylvania
$1.01M -$380 -5 -0%
FPCG
833
Fort Pitt Capital Group
Pennsylvania
$1.01M +$139K +1,827 +16%
CWM
834
Cornerstone Wealth Management
Missouri
$1.01M -$93.3K -1,228 -8%
VAS
835
Valicenti Advisory Services
New York
$1.01M +$152 +2 +0%
CAM
836
Costello Asset Management
Pennsylvania
$1M -$48.6K -640 -5%
SCM
837
Shelton Capital Management
Colorado
$998K – – –
BA
838
Boston Advisors
Massachusetts
$981K -$29.6K -390 -3%
BAM
839
Barrett Asset Management
New York
$979K -$53.1K -699 -5%
BAM
840
Belpointe Asset Management
Nevada
$975K +$19.1K +251 +2%
DBRC
841
D.B. Root & Company
Pennsylvania
$969K -$23.5K -310 -2%
FVWA
842
Foster Victor Wealth Advisors
South Carolina
$969K +$337K +4,367 +53%
FQ
843
First Quadrant
California
$968K -$31.9K -420 -3%
CCA
844
Cobblestone Capital Advisors
New York
$968K -$4.86K -64 -0.5%
AFP
845
Ausdal Financial Partners
Iowa
$967K +$7.51K +99 +0.8%
CP
846
Cumberland Partners
Ontario, Canada
$964K +$266K +3,500 +38%
WTB
847
Washington Trust Bank
Washington
$960K -$15.6K -205 -2%
WAM
848
Wealthspire Advisors (Maryland)
Maryland
$953K -$199K -2,621 -17%
P
849
Pitcairn
Pennsylvania
$952K -$68.4K -901 -7%
CB
850
CNB Bank
Pennsylvania
$950K +$218K +2,864 +30%
32 33
34
35 36