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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 %
PB
1251
Pinnacle Bancorp
Nebraska
$343K -$13.9K -177 -4%
RA
1252
RFG Advisory
Alabama
$342K +$63.1K +802 +23%
CT
1253
Clearstead Trust
Maine
$341K – – –
PMFA
1254
Plante Moran Financial Advisors
Michigan
$341K +$68.6K +873 +25%
LK
1255
Lumbard & Kellner
New Hampshire
$340K – – –
1WA
1256
180 Wealth Advisors
Washington
$340K – – –
CWM
1257
Campbell Wealth Management
Virginia
$340K – – –
LIA
1258
LBMC Investment Advisors
Tennessee
$340K +$2.91K +37 +0.9%
GIA
1259
GHP Investment Advisors
Colorado
$338K -$4.55K -58 -1%
GCM
1260
Gables Capital Management
Florida
$338K – – –
BCA
1261
Berman Capital Advisors
Georgia
$337K +$34.6K +442 +11%
RB
1262
Rodgers Brothers
Pennsylvania
$336K -$2.36K -30 -0.7%
BIA
1263
BHK Investment Advisors
Alabama
$336K +$11.8K +150 +4%
SCA
1264
Stonebridge Capital Advisors
Minnesota
$335K -$3.77K -48 -1%
MFG
1265
Magnus Financial Group
New York
$335K -$628 -8 -0.2%
SC
1266
Schulhoff & Co
Ohio
$335K +$157 +2 +0%
DWT
1267
Dorsey & Whitney Trust
South Dakota
$335K +$77.2K +986 +30%
SA
1268
Strategic Advisors
New York
$334K -$31.2K -398 -9%
LJAC
1269
L.J. Altfest & Co
New York
$334K +$9.27K +118 +3%
TW
1270
Towerpoint Wealth
California
$333K – – –
P
1271
&Partners
Tennessee
$333K +$38.2K +487 +13%
WP
1272
WealthSource Partners
California
$333K +$333K +4,235 New
BFC
1273
Blue Fin Capital
Rhode Island
$332K -$156K -1,983 -32%
PV
1274
Private Vista
Illinois
$332K +$23.6K +300 +8%
TMAM
1275
Tokio Marine Asset Management
Japan
$331K +$33.1K +421 +11%
49 50
51
52 53