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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 %
MWM
876
Mission Wealth Management
California
$1.01M -$25.6K -290 -2%
MCM
877
Mork Capital Management
California
$1.01M – – –
SIM
878
Sonora Investment Management
Arizona
$1.01M -$42.4K -479 -4%
FI
879
Fosun International
China
$1M +$306K +3,500 +44%
IA
880
IFP Advisors
Florida
$1M -$2.11M -23,925 -68%
AWM
881
Altavista Wealth Management
North Carolina
$1M – – –
MHS
882
M Holdings Securities
Oregon
$997K +$86K +973 +9%
EM
883
Excalibur Management
Massachusetts
$989K -$18.6K -211 -2%
IWP
884
Icon Wealth Partners
Texas
$988K +$58.5K +662 +6%
CAG
885
Csenge Advisory Group
Florida
$983K +$640K +7,246 +187%
PWSG
886
Pacific Wealth Strategies Group
California
$978K – – –
BO
887
BRR OpCo
Ohio
$978K +$978K +11,067 New
NO
888
Ninety One
South Africa
$975K +$20.2K +229 +2%
FWM
889
Frontier Wealth Management
Missouri
$972K -$105K -1,190 -10%
TCM
890
Traynor Capital Management
Pennsylvania
$972K -$7.07K -80 -0.7%
CCT
891
Capital City Trust
Florida
$965K -$11.6K -131 -1%
ZIC
892
ZWJ Investment Counsel
Georgia
$965K -$1.68K -19 -0.2%
IIM
893
Ipswich Investment Management
Massachusetts
$962K – – –
ECA
894
Elevated Capital Advisors
Utah
$958K +$958K +12,695 New
FDCDDQ
895
Federation des caisses Desjardins du Quebec
Quebec, Canada
$957K -$41.5K -470 -4%
CRIG
896
Charter Research & Investment Group
Connecticut
$957K -$40.6K -460 -4%
TCOO
897
Trust Company of Oklahoma
Oklahoma
$956K -$9.72K -110 -1%
MMG
898
Monetary Management Group
Missouri
$955K – – –
QCG
899
Quadrant Capital Group
Ohio
$951K +$191K +2,199 +25%
WANY
900
Wealthspire Advisors (New York)
New York
$947K +$29.8K +337 +3%
34 35
36
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