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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 %
DP
876
Dearborn Partners
Illinois
$835K +$4.09K +52 +0.5%
FCCM
877
First City Capital Management
Georgia
$831K -$2.67K -34 -0.3%
NFG
878
Next Financial Group
Texas
$831K +$552K +7,024 +198%
GD
879
Grandfield & Dodd
New York
$829K -$11.2K -143 -1%
GRP
880
Global Retirement Partners
California
$828K +$450K +5,737 +119%
BWP
881
Baldwin Wealth Partners
Massachusetts
$826K -$393 -5 -0%
MMG
882
Monetary Management Group
Missouri
$825K -$23.6K -300 -3%
FMT
883
First Mercantile Trust
Tennessee
$823K +$4.56K +58 +0.6%
ED
884
Exane Derivatives
France
$820K -$2.9M -36,919 -78%
NGA
885
Naples Global Advisors
Florida
$820K -$20.7K -264 -2%
CRC
886
Curi RMB Capital
Illinois
$820K +$3.22K +41 +0.4%
EWA
887
EP Wealth Advisors
California
$820K +$241K +3,067 +42%
DWM
888
Dakota Wealth Management
Florida
$815K -$497K -6,341 -38%
FWM
889
Frontier Wealth Management
Missouri
$812K -$52.4K -667 -6%
NB
890
Nicolet Bankshares
Wisconsin
$810K – – –
GAM
891
GQ Asset Management
New York
$810K +$336K +4,272 +71%
RIA
892
Realta Investment Advisors
Delaware
$804K +$156K +1,970 +24%
WCM
893
Whitener Capital Management
North Carolina
$802K +$15.7K +200 +2%
SHA
894
Seneca House Advisors
Virginia
$801K +$7.78K +91 +1%
SNT
895
Security National Trust
West Virginia
$800K -$35.9K -457 -4%
EAM
896
Evanson Asset Management
California
$798K +$79 +1 +0%
OWA
897
Outlook Wealth Advisors
Texas
$798K +$23.3K +296 +3%
SBWM
898
Sunflower Bank Wealth Management
Arizona
$793K – – –
SBH
899
Segall Bryant & Hamill
Illinois
$785K -$123K -1,569 -14%
KA
900
KLCM Advisors
Wisconsin
$785K +$55.3K +704 +8%
34 35
36
37 38