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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 %
EFSCE
1101
Enterprise Financial Services Corp (EFSC)
Missouri
$474K +$11.1K +142 +2%
MPI
1102
Mairs & Power Inc
Minnesota
$472K -$49.3K -627 -9%
RC
1103
RBF Capital
California
$471K – – –
WB
1104
Webster Bank
Connecticut
$470K -$12.6K -160 -3%
AWA
1105
Arete Wealth Advisors
Illinois
$470K +$41.2K +525 +10%
AI
1106
Accredited Investors
Minnesota
$469K +$3.93K +50 +0.8%
IC
1107
InterOcean Capital
Illinois
$467K -$20.2K -258 -4%
OC
1108
Oakworth Capital
Alabama
$465K +$49.3K +627 +12%
SSW
1109
Smith Shellnut Wilson
Mississippi
$463K +$5.34K +68 +1%
ACM
1110
Armbruster Capital Management
New York
$462K -$11.8K -150 -2%
SC
1111
SRB Corp
Massachusetts
$461K -$196K -2,496 -30%
SFSG
1112
Stearns Financial Services Group
North Carolina
$461K +$3.38K +43 +0.7%
SCI
1113
Stableford Capital II
Arizona
$459K -$21.6K -275 -4%
BHWM
1114
Bay Harbor Wealth Management
Maryland
$459K -$16.9K -215 -4%
WPW
1115
Winthrop Partners - WNY
New York
$459K +$80.5K +1,025 +21%
CPA
1116
Clear Perspective Advisors
Illinois
$457K -$30.7K -391 -6%
PFA
1117
Pathway Financial Advisors
Vermont
$457K +$2.91K +37 +0.6%
WA
1118
Wealth Architects
California
$456K +$10.7K +136 +2%
FMLI
1119
Fukoku Mutual Life Insurance
Japan
$455K – – –
EWM
1120
Empirical Wealth Management
Washington
$453K +$88.3K +1,123 +24%
MHIC
1121
Marble Harbor Investment Counsel
Massachusetts
$451K -$40.8K -519 -8%
LCM
1122
Landscape Capital Management
New Jersey
$451K – – –
CPSAC
1123
Chas P. Smith & Associates (CPS)
Florida
$450K -$155K -1,967 -26%
DOA
1124
D'Orazio & Associates
Virginia
$450K -$1.81K -23 -0.4%
CT
1125
Cambridge Trust
Massachusetts
$448K -$3.38K -43 -0.7%
43 44
45
46 47