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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 %
CIA
1026
Choate Investment Advisors
Massachusetts
$571K +$5.39K +71 +1%
SMFS
1027
Squar Milner Financial Services
California
$569K +$375K +5,000 +194%
RIM
1028
Regent Investment Management
Kentucky
$567K – – –
GC
1029
Gratus Capital
Georgia
$565K -$9.49K -125 -2%
IWC
1030
Integrated Wealth Concepts
Massachusetts
$564K -$197K -2,598 -26%
AWA
1031
Arete Wealth Advisors
Illinois
$564K +$109K +1,438 +24%
LOAMS
1032
Lombard Odier Asset Management (Switzerland)
Switzerland
$563K +$162K +2,128 +40%
CWM
1033
Chesapeake Wealth Management
Virginia
$561K -$60.1K -790 -10%
SOAMC
1034
Spirit of America Management Corp
New York
$558K – – –
WCAMG
1035
Woodard & Company Asset Management Group
North Carolina
$557K +$156K +2,057 +39%
CAI
1036
Capital Advisors Inc
Oklahoma
$551K – – –
Assenagon Asset Management
1037
Assenagon Asset Management
Luxembourg
$550K -$5.89M -77,577 -91%
PFS
1038
Physicians Financial Services
North Carolina
$549K +$152 +2 +0%
MC
1039
Machina Capital
France
$549K +$549K +7,234 New
SIA
1040
Strategic Investment Advisors
Michigan
$548K +$13.9K +183 +3%
CPIG
1041
Chicago Partners Investment Group
Illinois
$547K +$62.7K +770 +13%
FTC
1042
Farmers Trust Company
Ohio
$545K -$3.8K -50 -0.7%
PP
1043
PagnatoKarp Partners
Virginia
$544K -$32.4K -420 -6%
BIM
1044
Barton Investment Management
Pennsylvania
$538K – – –
TWA
1045
TCI Wealth Advisors
Arizona
$537K -$1.14K -15 -0.2%
JIC
1046
Joel Isaacson & Co
New York
$534K -$91.6K -1,208 -15%
NA
1047
Navellier & Associates
Nevada
$534K +$102K +1,343 +24%
PBCM
1048
Point Break Capital Management
Florida
$532K – – –
TAM
1049
Tradition Asset Management
Virginia
$532K +$683 +9 +0.1%
NAS
1050
Nicolet Advisory Services
Wisconsin
$530K -$23.4K -308 -4%
40 41
42
43 44