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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 %
OSNBOA
976
Old Second National Bank of Aurora
Illinois
$643K +$7.85K +100 +1%
CWM
977
Chesapeake Wealth Management
Virginia
$642K -$173K -2,199 -21%
KTC
978
Kistler-Tiffany Companies
Pennsylvania
$642K -$97.3K -1,238 -13%
O
979
Ossiam
France
$640K -$1.23M -15,718 -66%
MFW
980
Meristem Family Wealth
Minnesota
$638K +$638K +8,130 New
WJA
981
Williams Jones & Associates
New York
$636K -$337K -4,298 -35%
MBT
982
Montecito Bank & Trust
California
$635K – – –
PFS
983
Prospera Financial Services
Texas
$634K +$106K +1,340 +20%
FMTC
984
Farmers & Merchants Trust Company
California
$632K +$33.8K +431 +6%
PNC
985
Park National Corp
Ohio
$631K -$8.72K -111 -1%
PAWC
986
P.A.W. Capital
Connecticut
$628K – – –
DWM
987
Doyle Wealth Management
Florida
$627K -$8.25K -105 -1%
CSM
988
CAMG Solamere Management
North Carolina
$624K -$33.6K -427 -5%
JAFL
989
Jay A. Fishman Ltd
Michigan
$619K – – –
DLA
990
Douglas Lane & Associates
New York
$616K -$147K -1,871 -19%
AA
991
Ancora Advisors
Ohio
$614K +$6.51K +83 +1%
HGWM
992
Harvest Group Wealth Management
Massachusetts
$611K +$549 +7 +0.1%
OIA
993
OneDigital Investment Advisors
Kansas
$610K -$195K -2,478 -24%
1SB
994
1ST Source Bank
Indiana
$610K +$13.6K +173 +2%
QCG
995
Quadrant Capital Group
Ohio
$609K -$226K -2,956 -27%
EIP
996
Ellis Investment Partners
Pennsylvania
$609K +$3.28K +42 +0.5%
CS
997
Cannell & Spears
New York
$608K – – –
CAM
998
Columbia Asset Management
Michigan
$605K -$27.5K -350 -4%
AI
999
ArchPoint Investors
Florida
$605K – – –
SMC
1000
Smith, Moore & Co
Missouri
$603K +$10.4K +133 +2%
38 39
40
41 42