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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 %
HI
1051
Horizon Investments
North Carolina
$530K +$62.4K +822 +13%
BWP
1052
Bernardo Wealth Planning
Pennsylvania
$527K -$5.31K -70 -1%
WB
1053
Webster Bank
Connecticut
$527K +$72.1K +948 +16%
FANJ
1054
Financial Architects (New Jersey)
New Jersey
$525K -$50.2K -662 -9%
BW
1055
Bison Wealth
Georgia
$525K -$26.1K -344 -5%
FHA
1056
Flagship Harbor Advisors
Massachusetts
$525K +$23.1K +305 +5%
CP
1057
Covenant Partners
Tennessee
$524K -$135K -1,777 -20%
TFA
1058
Toth Financial Advisory
Virginia
$524K -$2.66K -35 -0.5%
AC
1059
Avestar Capital
New York
$523K +$607 +8 +0.1%
DY
1060
Dowling & Yahnke
California
$520K +$9.86K +130 +2%
MSA
1061
Marino Stram & Associates
Massachusetts
$514K +$98.7K +1,300 +24%
AW
1062
ACG Wealth
Georgia
$513K -$243K -3,194 -32%
VWM
1063
Valley Wealth Managers
New Jersey
$513K -$7.44K -98 -1%
PAI
1064
Pittenger & Anderson Inc
Nebraska
$513K – – –
GC
1065
Gilbert & Cook
Iowa
$512K -$27.8K -367 -5%
WA
1066
Wambolt & Associates
Colorado
$512K +$4.25K +56 +0.8%
WAP
1067
Wealthcare Advisory Partners
Pennsylvania
$512K +$32.6K +430 +7%
MHIC
1068
Marble Harbor Investment Counsel
Massachusetts
$512K +$75.9K +1,000 +17%
NICM
1069
Neo Ivy Capital Management
New York
$511K +$511K +7,093 New
FIM
1070
Frontier Investment Management
Texas
$510K +$122K +1,607 +31%
CPA
1071
Capital Planning Advisors
California
$509K -$125K -1,650 -20%
PIMG
1072
Patriot Investment Management Group
Tennessee
$509K -$31.7K -409 -6%
GSBTD
1073
Glenview State Bank Trust Department
Illinois
$505K -$159K -2,091 -24%
EHC
1074
Everett Harris & Co
California
$504K -$173K -2,280 -26%
CA
1075
Claro Advisors
Massachusetts
$499K -$5.62K -74 -1%
41 42
43
44 45