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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 %
MC
1076
Miles Capital
Iowa
$497K -$103K -1,312 -17%
WAP
1077
Wealthcare Advisory Partners
Pennsylvania
$496K +$40.4K +515 +9%
ASC
1078
Atalanta Sosnoff Capital
New York
$494K +$2.36K +30 +0.5%
BP
1079
Ballentine Partners
Massachusetts
$494K +$119K +1,509 +32%
PWP
1080
Principle Wealth Partners
Connecticut
$493K +$189K +2,404 +62%
CGL
1081
Clarius Group LLC
Washington
$491K -$18.9K -240 -4%
JG
1082
Jefferies Group
New York
$489K -$5.78M -73,615 -92%
SBSB
1083
Sullivan, Bruyette, Speros & Blaney
Virginia
$488K -$20.9K -266 -4%
MGAM
1084
McGowan Group Asset Management
Texas
$488K -$4.94K -63 -1%
MCM
1085
Manchester Capital Management
Vermont
$488K – – –
PCM
1086
Parsons Capital Management
Rhode Island
$487K -$5.66K -72 -1%
DAC
1087
Dividend Assets Capital
South Carolina
$487K – – –
MPM
1088
Meritage Portfolio Management
Kansas
$486K +$157 +2 +0%
NQWM
1089
Northwest Quadrant Wealth Management
Oregon
$486K +$2.5K +32 +0.5%
PSG
1090
Planning Solutions Group
Maryland
$485K -$11.8K -150 -2%
WIC
1091
Whitegate Investment Counselors
New Hampshire
$485K – – –
HI
1092
Horizon Investments
North Carolina
$484K +$45.9K +584 +10%
BMO
1093
Beck Mack & Oliver
New York
$483K -$118K -1,500 -20%
KWM
1094
Kingsview Wealth Management
Oregon
$483K -$20.6K -263 -4%
CAM
1095
Carret Asset Management
New York
$482K -$177K -2,250 -27%
ARMT
1096
Amica Retiree Medical Trust
Rhode Island
$482K – – –
GWMIA
1097
Global Wealth Management Investment Advisory
Florida
$481K +$4.09K +52 +0.9%
BAS
1098
Brown Advisory Securities
Maryland
$479K -$153K -1,944 -24%
ACI
1099
Alpha Cubed Investments
California
$478K -$16.2K -206 -3%
PJSIMP
1100
P.J. Schmidt Investment Management (PJS)
Wisconsin
$474K -$226K -2,875 -32%
42 43
44
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