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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 %
EIG
926
Ellenbecker Investment Group
Wisconsin
$738K +$7.38K +94 +1%
PWAP
927
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$737K +$13.7K +175 +2%
SAM
928
Strategy Asset Managers
California
$736K -$87.7K -1,117 -11%
SBA
929
Secrest Blakey & Associates
North Carolina
$736K +$38.3K +481 +5%
PA
930
Probity Advisors
Texas
$729K +$58.3K +742 +9%
OFW
931
Omnia Family Wealth
Florida
$723K -$4.62K -58 -0.6%
CP
932
Cumberland Partners
Ontario, Canada
$722K -$7.06M -89,970 -91%
CPO
933
Cerity Partners OCIO
New York
$722K -$629 -8 -0.1%
SS
934
Sunbelt Securities
Texas
$720K +$9.1K +116 +1%
KIA
935
KCM Investment Advisors
California
$717K -$186K -2,369 -21%
GLA
936
Good Life Advisors
Pennsylvania
$714K -$19K -242 -3%
CC
937
Cedar Capital
Illinois
$713K +$37.1K +472 +5%
PA
938
Parallel Advisors
California
$711K -$73.9K -940 -9%
NG
939
NatWest Group
United Kingdom
$709K +$290K +3,693 +69%
FFBTD
940
First Financial Bank - Trust Division
Ohio
$707K -$6.13K -78 -0.9%
FG
941
Fiduciary Group
Georgia
$707K -$864 -11 -0.1%
EF
942
Exeter Financial
Arizona
$700K -$17.5K -223 -2%
MA
943
MONECO Advisors
Connecticut
$700K +$3.69K +47 +0.5%
ST
944
Smithfield Trust
Pennsylvania
$700K +$102K +1,300 +17%
EHC
945
Everett Harris & Co
California
$700K +$140K +1,780 +25%
CB
946
Community Bank
New York
$698K +$15.7K +200 +2%
FBP
947
Flippin Bruce & Porter
Virginia
$697K – – –
AWM
948
Avior Wealth Management
Nebraska
$693K +$1.81K +23 +0.3%
SAM
949
Security Asset Management
New York
$692K -$292K -3,725 -30%
BIAS
950
Beacon Investment Advisory Services
New Jersey
$692K -$27.3K -348 -4%
36 37
38
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