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Philip Morris
PM

Overview Fund Activity

1,657 hedge funds and large institutions have $86.5B invested in Philip Morris in 2019 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 650 increasing their positions, 670 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
-12
Holders Change %
-0.72%
% of All Funds
36.39%
Holding in Top 10
42
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.51%
% of All Funds
0.92%
New
97
Increased
650
Reduced
670
Closed
96
Calls
$756M
Puts
$869M
Net Calls
-$114M
Net Calls Change
+$74.4M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$440M
2
Capital World Investors
Capital World Investors
California
+$203M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$181M
4
Capital International Investors
Capital International Investors
California
+$151M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
+$128M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$838M
2
Citadel Advisors
Citadel Advisors
Florida
-$325M
3
BlackRock
BlackRock
New York
-$284M
4
Invesco
Invesco
Georgia
-$271M
5
Renaissance Technologies
Renaissance Technologies
New York
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
1301
Hudock Inc
Pennsylvania
$304K -$34.4K -453 -10%
PMFA
1302
Plante Moran Financial Advisors
Michigan
$304K -$25.6K -337 -8%
RM
1303
Resource Management
Louisiana
$304K -$4.85K -64 -2%
NJBEST
1304
New Jersey Better Educational Savings Trust
New Jersey
$304K – – –
HIC
1305
Holderness Investments Company
North Carolina
$304K +$227 +3 +0.1%
CA
1306
Cornerstone Advisory
Maryland
$303K -$92.3K -1,214 -23%
TW
1307
Towerpoint Wealth
California
$303K – – –
WAM
1308
Winslow Asset Management
Ohio
$302K – – –
PIA
1309
Pinion Investment Advisors
Kansas
$302K +$28.4K +374 +10%
CCG
1310
Ceeto Capital Group
Florida
$301K – – –
CAM
1311
ClariVest Asset Management
California
$301K +$456 +6 +0.2%
RWP
1312
RWA Wealth Partners
Massachusetts
$300K -$11.5K -152 -4%
CF
1313
Centaurus Financial
California
$300K +$27.5K +362 +10%
BMA
1314
Brooks Moore & Associates
Tennessee
$299K – – –
SCM
1315
Southport Capital Management
Tennessee
$297K +$46.8K +617 +19%
ESBC
1316
E.S. Barr & Co
Kentucky
$296K – – –
JIP
1317
JBJ Investment Partners
South Carolina
$295K +$59.8K +787 +25%
CAM
1318
Congress Asset Management
Massachusetts
$294K +$6.29K +83 +2%
BBA
1319
BLB&B Advisors
Pennsylvania
$293K -$19K -250 -6%
PTC
1320
Petrus Trust Company
Texas
$293K +$293K +3,855 New
SCM
1321
Sterling Capital Management
North Carolina
$291K -$647K -8,516 -69%
LIM
1322
Loudon Investment Management
New Hampshire
$291K – – –
WCM
1323
Windsor Capital Management
Arizona
$290K – – –
GIM
1324
Goelzer Investment Management
Indiana
$290K – – –
GIA
1325
Gladstone Institutional Advisory
Florida
$290K +$16.9K +223 +6%
51 52
53
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