PM icon

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 %
SJL
976
Shayne & Jacobs LLC
Tennessee
$653K – – –
GLA
977
Good Life Advisors
Pennsylvania
$649K -$38K -503 -6%
GCA
978
Guardian Capital Advisors
Ontario, Canada
$649K – – –
RMDI
979
R.M. Davis Inc
Maine
$648K +$79.1K +1,042 +14%
SIG
980
Schaller Investment Group
North Carolina
$642K – – –
FMWA
981
Forvis Mazars Wealth Advisors
Missouri
$639K +$13.4K +177 +2%
KTC
982
Kistler-Tiffany Companies
Pennsylvania
$639K +$18.5K +244 +3%
CB
983
Community Bank
New York
$638K -$36.4K -480 -5%
SRC
984
Sage Rhino Capital
California
$637K -$2.96K -39 -0.5%
PWP
985
Principle Wealth Partners
Connecticut
$637K +$160K +2,108 +34%
CGL
986
Clarius Group LLC
Washington
$635K +$161K +2,119 +34%
LFAS
987
Level Four Advisory Services
Texas
$632K -$348K -4,584 -36%
BPCA
988
Bank Pictet & Cie (Asia)
Singapore
$629K – – –
GAM
989
GQ Asset Management
New York
$622K -$161K -2,123 -21%
PFM
990
Parsec Financial Management
North Carolina
$618K -$18.2K -240 -3%
VNA
991
Valley National Advisers
Pennsylvania
$617K +$48.1K +634 +8%
EIP
992
Ellis Investment Partners
Pennsylvania
$615K +$7.85K +101 +1%
SWM
993
Segment Wealth Management
Texas
$615K +$324K +4,265 +111%
MBT
994
Montecito Bank & Trust
California
$614K – – –
TCM
995
Traynor Capital Management
Pennsylvania
$614K +$70.2K +925 +13%
PFS
996
Prospera Financial Services
Texas
$610K -$76 -1 -0%
PAWC
997
P.A.W. Capital
Connecticut
$607K – – –
OSNBOA
998
Old Second National Bank of Aurora
Illinois
$606K -$16K -211 -3%
SMC
999
Smith, Moore & Co
Missouri
$606K +$23.1K +304 +4%
SAM
1000
Security Asset Management
New York
$604K -$65.6K -863 -10%
38 39
40
41 42