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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 %
EWM
876
Endurance Wealth Management
Rhode Island
$869K – – –
MFG
877
MidWestOne Financial Group
Iowa
$866K -$45.6K -600 -5%
MCM
878
Mork Capital Management
California
$866K – – –
ISB
879
Iowa State Bank
Iowa
$866K +$375K +4,940 +76%
FI
880
Fosun International
China
$864K – – –
MWM
881
Mission Wealth Management
California
$863K -$6.08K -80 -0.7%
NRS
882
Neville Rodie & Shaw
New York
$862K – – –
UBV
883
United Bank (Virginia)
Virginia
$862K – – –
ARMT
884
Amica Retiree Medical Trust
Rhode Island
$861K +$395K +5,204 +85%
ACM
885
Allred Capital Management
Texas
$858K -$130K -1,670 -13%
EFS
886
Essex Financial Services
Connecticut
$856K -$36.9K -486 -4%
AWM
887
Altavista Wealth Management
North Carolina
$855K +$27.3K +360 +3%
LNC
888
Lincoln National Corp
Pennsylvania
$855K +$134K +1,764 +19%
EM
889
Excalibur Management
Massachusetts
$849K – – –
CLOS
890
Compagnie Lombard Odier SCmA
Switzerland
$847K +$114K +1,500 +16%
MRCM
891
M&R Capital Management
New Jersey
$843K +$91.5K +1,206 +12%
PWSG
892
Pacific Wealth Strategies Group
California
$833K +$13.3K +175 +2%
CCM
893
Coldstream Capital Management
Washington
$829K +$98.7K +1,301 +14%
NFG
894
Next Financial Group
Texas
$828K +$25.3K +333 +3%
ZIC
895
ZWJ Investment Counsel
Georgia
$827K -$551K -7,250 -40%
FC
896
Forte Capital
New York
$824K -$34.6K -455 -4%
PP
897
Patten & Patten
Tennessee
$822K -$89.5K -1,179 -10%
TCOO
898
Trust Company of Oklahoma
Oklahoma
$821K – – –
WJWM
899
Williams Jones Wealth Management
New York
$821K +$821K +10,818 New
MMG
900
Monetary Management Group
Missouri
$820K +$22.8K +300 +3%
34 35
36
37 38