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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 %
FBA
1001
Front Barnett Associates
Illinois
$601K -$15.7K -200 -3%
PC
1002
Permit Capital
Pennsylvania
$600K – – –
WT
1003
Washington Trust
Rhode Island
$599K +$114K +1,451 +23%
BDF
1004
Balasa Dinverno & Foltz
$599K +$404K +5,143 +207%
Simplex Trading
1005
Simplex Trading
Illinois
$597K -$3.48M -44,381 -85%
FANJ
1006
Financial Architects (New Jersey)
New Jersey
$595K -$510K -6,500 -46%
GC
1007
Gratus Capital
Georgia
$595K -$9.43K -120 -2%
PP
1008
PagnatoKarp Partners
Virginia
$595K +$64.3K +809 +12%
PHS
1009
Pekin Hardy Strauss
Illinois
$594K +$47.7K +608 +9%
IMOV
1010
Investment Management of Virginia
Virginia
$593K -$750K -9,550 -56%
DDPIC
1011
Deroy & Devereaux Private Investment Counsel
Michigan
$593K -$6.28K -80 -1%
CCM
1012
Crossvault Capital Management
Texas
$593K – – –
NPF
1013
Norris Perne & French
Michigan
$592K -$57.7K -735 -9%
VNA
1014
Valley National Advisers
Pennsylvania
$589K +$1.73K +22 +0.3%
RMDI
1015
R.M. Davis Inc
Maine
$588K -$20K -255 -3%
AWA
1016
ARS Wealth Advisors
Florida
$588K -$13.9K -177 -2%
SWM
1017
SVA Wealth Management
Wisconsin
$588K -$7.85K -100 -1%
RIM
1018
Regent Investment Management
Kentucky
$587K +$12.2K +155 +2%
CIA
1019
Choate Investment Advisors
Massachusetts
$585K -$35.5K -452 -6%
VCWA
1020
Vanguard Capital Wealth Advisors
Colorado
$585K +$1.81K +23 +0.3%
SSWM
1021
Sheets Smith Wealth Management
North Carolina
$584K +$2.04K +26 +0.4%
PPP
1022
Private Portfolio Partners
New Jersey
$584K +$282K +3,592 +93%
FCBT
1023
First Citizens Bank & Trust
North Carolina
$581K -$52.1K -664 -8%
SOAMC
1024
Spirit of America Management Corp
New York
$577K – – –
NIA
1025
Northstar Investment Advisors
Colorado
$574K -$5.24M -66,796 -90%
39 40
41
42 43