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Philip Morris
PM

Overview Fund Activity

1,734 hedge funds and large institutions have $101B invested in Philip Morris in 2019 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 627 increasing their positions, 712 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,734
Holders Change
+72
Holders Change %
+4.33%
% of All Funds
37.59%
Holding in Top 10
53
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20.45%
% of All Funds
1.15%
New
178
Increased
627
Reduced
712
Closed
86
Calls
$862M
Puts
$785M
Net Calls
+$76.7M
Net Calls Change
+$51.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$587M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$376M
3
Invesco
Invesco
Georgia
+$372M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$369M
5
State Street
State Street
Massachusetts
+$275M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$812M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$402M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$359M
4
Capital International Investors
Capital International Investors
California
-$241M
5
Deutsche Bank
Deutsche Bank
Germany
-$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
1301
Western Wealth Management
Colorado
$355K +$42.1K +473 +13%
FFN
1302
Focus Financial Network
Minnesota
$354K +$354K +3,957 New
NJBEST
1303
New Jersey Better Educational Savings Trust
New Jersey
$354K -$177K -2,000 -33%
CA
1304
Corrado Advisors
New Jersey
$354K – – –
RM
1305
Resource Management
Louisiana
$352K -$45.8K -518 -12%
TW
1306
Towerpoint Wealth
California
$352K +$352K +3,984 New
WAM
1307
Winslow Asset Management
Ohio
$351K -$283K -3,206 -45%
AWA
1308
AmeriServ Wealth Advisors
Pennsylvania
$351K -$20.5K -232 -6%
SCM
1309
Silvant Capital Management
Georgia
$351K – – –
PG
1310
Patten Group
Tennessee
$350K +$1.68K +19 +0.5%
CAG
1311
Crestwood Advisors Group
Massachusetts
$349K -$37.6K -426 -10%
CCG
1312
Ceeto Capital Group
Florida
$349K – – –
FLPIM
1313
F.L. Putnam Investment Management
Massachusetts
$349K +$34.2K +387 +11%
1WA
1314
180 Wealth Advisors
Washington
$348K -$199K -2,360 -36%
BAM
1315
Bruderman Asset Management
New York
$348K -$13.2K -149 -4%
TF
1316
TimeScale Financial
Massachusetts
$348K +$1.24K +14 +0.4%
BMA
1317
Brooks Moore & Associates
Tennessee
$348K +$8.84K +100 +3%
XS
1318
XR Securities
Illinois
$347K +$347K +3,930 New
PV
1319
Private Vista
Illinois
$346K +$80.9K +918 +31%
ESBC
1320
E.S. Barr & Co
Kentucky
$345K -$8.85K -100 -3%
CVM
1321
Cheviot Value Management
California
$345K +$5.04K +57 +1%
SSG
1322
Summit Securities Group
New York
$345K +$345K +3,900 New
RFN
1323
RDA Financial Network
Iowa
$345K +$345K +3,997 New
WAM
1324
Wakefield Asset Management
Colorado
$344K +$344K +3,897 New
PWP
1325
Principle Wealth Partners
Connecticut
$343K -$115K -1,305 -25%
51 52
53
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