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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 %
WFM
1201
Wolff Financial Management
Michigan
$383K – – –
CFS
1202
CRA Financial Services
New Jersey
$382K -$12.6K -160 -3%
CCT
1203
Country Club Trust
Missouri
$381K – – –
MPWT
1204
MassMutual Private Wealth & Trust
Connecticut
$380K -$82.4K -1,048 -18%
IFWM
1205
Institute for Wealth Management
Colorado
$379K -$1.73K -22 -0.5%
NG
1206
Northstar Group
New York
$378K +$706 +9 +0.2%
BHIA
1207
Birch Hill Investment Advisors
Massachusetts
$377K – – –
PFA
1208
Pure Financial Advisors
California
$376K -$26.6K -339 -7%
CCB
1209
Cutter & Co Brokerage
Missouri
$376K -$7.46K -95 -2%
ACG
1210
Allen Capital Group
Nebraska
$376K -$2.36K -30 -0.6%
DHFB
1211
Dixon Hubard Feinour & Brown
Virginia
$376K +$157 +2 +0%
AMCA
1212
Arthur M. Cohen & Associates
Illinois
$375K -$91.3K -1,161 -20%
AIC
1213
Archer Investment Corporation
Indiana
$374K – – –
BFG
1214
Beacon Financial Group
Texas
$373K +$18.1K +230 +5%
HFS
1215
Haverford Financial Services
Pennsylvania
$371K – – –
PWPS
1216
Pinnacle Wealth Planning Services
Ohio
$371K +$36.5K +464 +11%
CCP
1217
Clarkston Capital Partners
Michigan
$370K – – –
LI
1218
Lafayette Investments
Maryland
$370K +$314 +4 +0.1%
MIH
1219
Meitav Investment House
Israel
$370K +$370K +4,754 New
BST
1220
Bath Savings Trust
Maine
$369K +$26.8K +342 +8%
ECM
1221
Evergreen Capital Management
Washington
$368K +$95.8K +1,219 +35%
CBFP
1222
Cedar Brook Financial Partners
Ohio
$365K -$23.9K -304 -6%
FAM
1223
Formidable Asset Management
Ohio
$364K +$364K +4,364 New
JC
1224
Jacobs & Co
California
$363K +$11.8K +150 +3%
WCA
1225
Westover Capital Advisors
Delaware
$362K -$11K -140 -3%
47 48
49
50 51