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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 %
SFG
1151
SNS Financial Group
Minnesota
$424K +$16.1K +205 +4%
SCM
1152
Schnieders Capital Management
California
$423K -$13.9K -177 -3%
HWA
1153
HCR Wealth Advisors
California
$423K +$16.3K +207 +4%
TCM
1154
Tanaka Capital Management
New York
$422K -$20.1K -256 -5%
LPIC
1155
LeJeune Puetz Investment Counsel
Michigan
$420K +$5.82K +74 +1%
ACM
1156
Alethea Capital Management
Washington
$419K -$1.8M -22,953 -81%
BFM
1157
Boston Financial Management
Massachusetts
$419K -$220K -2,805 -34%
CGA
1158
Crescent Grove Advisors
Illinois
$418K -$2.23K -28 -0.5%
BWCS
1159
Beirne Wealth Consulting Services
Connecticut
$416K -$143K -1,798 -26%
LOAMS
1160
Lombard Odier Asset Management (Switzerland)
Switzerland
$415K -$899K -11,441 -68%
IUHSA
1161
Itau Unibanco Holding S.A.
Brazil
$415K +$265K +3,392 +177%
H
1162
HoyleCohen
California
$414K -$3.54K -45 -0.8%
CBT
1163
Central Bank & Trust
Kentucky
$414K -$2.75K -35 -0.7%
WCAMG
1164
Woodard & Company Asset Management Group
North Carolina
$414K – – –
GIM
1165
Greylin Investment Management
Virginia
$414K +$15.7K +200 +4%
FFG
1166
Frisch Financial Group
New York
$413K -$1.49K -19 -0.4%
OWD
1167
Osborn Williams & Donohoe
Ohio
$413K +$314 +4 +0.1%
TBNY
1168
Trustco Bank (New York)
New York
$412K – – –
BA
1169
Birinyi Associates
Connecticut
$412K +$19.6K +250 +5%
PWLP
1170
Prio Wealth Limited Partnership
Massachusetts
$410K – – –
WCM
1171
Wallace Capital Management
Texas
$409K – – –
CIAS
1172
Capital Investment Advisory Services
North Carolina
$409K +$200K +2,304 +96%
BCM
1173
Bayesian Capital Management
New York
$408K -$2.69M -34,300 -87%
BPCE
1174
Bank Pictet & Cie (Europe)
Germany
$408K -$431K -5,488 -51%
CA
1175
Cornerstone Advisory
Maryland
$408K -$4K -51 -1%
45 46
47
48 49