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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 %
NG
1001
NatWest Group
United Kingdom
$601K -$83.4K -1,100 -12%
DWM
1002
Doyle Wealth Management
Florida
$601K -$4.71K -62 -0.8%
JAFL
1003
Jay A. Fishman Ltd
Michigan
$599K – – –
GIP
1004
Greatmark Investment Partners
Georgia
$598K +$184K +2,426 +45%
PVWM
1005
Point View Wealth Management
New Jersey
$596K -$132K -1,739 -18%
CCM
1006
Crabel Capital Management
California
$595K +$595K +7,837 New
CAM
1007
Columbia Asset Management
Michigan
$594K +$8.36K +110 +1%
HGWM
1008
Harvest Group Wealth Management
Massachusetts
$591K -$836 -11 -0.1%
BDF
1009
Balasa Dinverno & Foltz
$590K +$10.4K +137 +2%
CWG
1010
Cornerstone Wealth Group
North Carolina
$588K -$60.4K -795 -9%
AI
1011
ArchPoint Investors
Florida
$586K – – –
KWM
1012
Kingsview Wealth Management
Oregon
$586K +$119K +1,562 +25%
AWM
1013
Avior Wealth Management
Nebraska
$585K -$84.8K -1,117 -13%
FBA
1014
Front Barnett Associates
Illinois
$581K – – –
PC
1015
Permit Capital
Pennsylvania
$580K – – –
RMC
1016
Resources Management Corp
Connecticut
$578K +$578K +7,615 New
CSM
1017
CAMG Solamere Management
North Carolina
$577K -$25K -330 -4%
FCBT
1018
First Citizens Bank & Trust
North Carolina
$577K +$14.5K +191 +3%
FSA
1019
Franklin Street Advisors
North Carolina
$576K -$5.82M -76,637 -91%
PNC
1020
Park National Corp
Ohio
$575K -$35.1K -462 -6%
1SB
1021
1ST Source Bank
Indiana
$573K -$16.6K -219 -3%
CCM
1022
Crossvault Capital Management
Texas
$573K – – –
FCA
1023
FLC Capital Advisors
California
$573K +$80.6K +1,061 +16%
IA
1024
IFG Advisors
Missouri
$573K +$573K +7,553 New
OWA
1025
Outlook Wealth Advisors
Texas
$572K -$199K -2,618 -26%
39 40
41
42 43