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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 %
AP
1226
Atwood & Palmer
Missouri
$361K – – –
MMPW
1227
Mitchell McLeod Pugh & Williams
Alabama
$360K -$52.1K -664 -13%
WG
1228
Welch Group
Alabama
$360K -$16.7K -212 -4%
GCM
1229
Grisanti Capital Management
New York
$359K – – –
IPW
1230
Inlet Private Wealth
Florida
$358K -$155K -1,900 -30%
TIA
1231
Traphagen Investment Advisors
New Jersey
$357K – – –
CCFCSB
1232
Cape Cod Five Cents Savings Bank
Massachusetts
$357K -$55K -700 -13%
SBWIC
1233
Schaper Benz & Wise Investment Counsel
Wisconsin
$355K -$15.7K -200 -4%
ABTD
1234
Arvest Bank Trust Division
Oklahoma
$354K -$70.8K -900 -17%
WA
1235
Waverly Advisors
Alabama
$354K -$5.18K -66 -1%
GLI
1236
Guardian Life Insurance
New York
$354K +$1.57K +20 +0.4%
RWM
1237
Ritholtz Wealth Management
New York
$353K -$41K -523 -10%
FMC
1238
First Merchants Corp
Indiana
$353K – – –
WC
1239
Whitnell & Co
Illinois
$353K – – –
VIM
1240
Veritas Investment Management
United Kingdom
$353K – – –
RTS
1241
Round Table Services
New Jersey
$353K +$86.7K +1,103 +33%
C
1242
Cerebellum
California
$352K +$62.1K +790 +21%
HI
1243
Hudock Inc
Pennsylvania
$350K +$2.04K +26 +0.6%
BA
1244
Bristlecone Advisors
Washington
$350K +$350K +4,452 New
TA
1245
TFG Advisers
Michigan
$349K +$1.33K +17 +0.4%
LC
1246
Lourd Capital
California
$349K +$12.6K +160 +4%
CA
1247
Callahan Advisors
Texas
$347K +$157 +2 +0%
CHA
1248
Carmichael Hill & Associates
Maryland
$345K – – –
WFPG
1249
Waller Financial Planning Group
Ohio
$344K +$40.6K +500 +13%
CFG
1250
Cooper Financial Group
California
$344K +$113K +1,437 +49%
48 49
50
51 52