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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 %
PFGIA
1326
Patriot Financial Group Insurance Agency
Massachusetts
$290K +$101K +1,330 +54%
EWA
1327
Exencial Wealth Advisors
Oklahoma
$290K +$290K +3,818 New
WTFG
1328
Wells Trecaso Financial Group
Ohio
$289K -$10.9K -144 -4%
NFG
1329
Nations Financial Group
Iowa
$289K +$289K +3,547 New
KJHP
1330
K.J. Harrison & Partners
Ontario, Canada
$289K +$289K +3,800 New
BMC
1331
Benin Management Corp
Connecticut
$288K – – –
BPWA
1332
Beacon Pointe Wealth Advisors
California
$288K +$288K +3,794 New
PB
1333
Pinnacle Bancorp
Nebraska
$286K -$45.5K -600 -14%
BRWM
1334
B. Riley Wealth Management
Tennessee
$285K -$5.23K -69 -2%
BFG
1335
Bouchey Financial Group
New York
$285K – – –
FAIM
1336
Financial Advocates Investment Management
Washington
$284K +$12K +158 +4%
ST
1337
Sabal Trust
Florida
$284K +$84.4K +1,115 +42%
GSWM
1338
Golden State Wealth Management
California
$284K +$96.5K +1,272 +51%
AWA
1339
ARS Wealth Advisors
Florida
$283K -$286K -3,764 -50%
FIB
1340
First Interstate Bank
Montana
$283K +$45.6K +600 +19%
CIC
1341
Chase Investment Counsel
Virginia
$280K – – –
CG
1342
CFO4Life Group
Texas
$280K +$58.9K +775 +27%
WEC
1343
Winslow Evans & Crocker
Massachusetts
$280K +$176K +2,300 +170%
QT
1344
Quantamental Technologies
New York
$280K +$280K +3,690 New
WP
1345
WealthPLAN Partners
Nebraska
$279K -$6.1K -72 -2%
TF
1346
TimeScale Financial
Massachusetts
$278K -$22.1K -291 -7%
OFS
1347
Orrstown Financial Services
Pennsylvania
$278K – – –
VWA
1348
V Wealth Advisors
Kansas
$277K +$46.5K +613 +20%
EF
1349
Empirical Finance
Pennsylvania
$276K +$5.39K +71 +2%
SP
1350
Successful Portfolios
Florida
$276K +$37.7K +497 +16%
52 53
54
55 56