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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 %
UBV
851
United Bank (Virginia)
Virginia
$891K -$20.3K -258 -2%
NRS
852
Neville Rodie & Shaw
New York
$891K -$11.4K -145 -1%
FC
853
Forte Capital
New York
$888K -$31.8K -405 -3%
WANY
854
Wealthspire Advisors (New York)
New York
$888K +$46.6K +593 +6%
ER
855
Enlightenment Research
Florida
$887K +$887K +11,500 New
FNBOO
856
First National Bank of Omaha
Nebraska
$886K -$19.2K -244 -2%
BBNA
857
Bremer Bank National Association
Minnesota
$879K -$137K -1,741 -13%
FDCDDQ
858
Federation des caisses Desjardins du Quebec
Quebec, Canada
$878K +$27.6K +351 +3%
EM
859
Excalibur Management
Massachusetts
$878K -$864 -11 -0.1%
CG
860
Caprock Group
Idaho
$874K -$39K -490 -4%
IWP
861
Icon Wealth Partners
Texas
$873K -$5.03K -64 -0.6%
AIL
862
AGF Investments LLC
Ontario, Canada
$870K +$870K +11,080 New
CCT
863
Capital City Trust
Florida
$867K +$9.82K +125 +1%
IB
864
Intrust Bank
Kansas
$864K +$166K +2,109 +24%
AWM
865
Altavista Wealth Management
North Carolina
$856K -$34K -433 -4%
IIM
866
Ipswich Investment Management
Massachusetts
$855K – – –
TCOO
867
Trust Company of Oklahoma
Oklahoma
$849K – – –
MHS
868
M Holdings Securities
Oregon
$849K -$36.8K -469 -4%
PI
869
PEAK6 Investments
Illinois
$849K +$849K +10,814 New
PWSG
870
Pacific Wealth Strategies Group
California
$848K -$20.8K -265 -2%
FI
871
FormulaFolio Investments
Michigan
$846K -$107K -1,357 -11%
GH
872
GAM Holding
Switzerland
$846K +$846K +10,777 New
CRIG
873
Charter Research & Investment Group
Connecticut
$843K -$7.06K -90 -0.8%
HIC
874
Harvey Investment Company
Kentucky
$838K -$90.3K -1,149 -10%
CFGS
875
Concourse Financial Group Securities
Alabama
$836K -$478 -6 -0.1%
33 34
35
36 37