PM icon

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 %
CAL
1351
Capital Advisors Ltd
Ohio
$277K +$3.22K +41 +1%
MMA
1352
Miracle Mile Advisors
California
$276K -$4.63K -59 -2%
FLPIM
1353
F.L. Putnam Investment Management
Massachusetts
$275K -$35.4K -451 -11%
LF
1354
Lantz Financial
Illinois
$275K -$6.77K -85 -2%
CIC
1355
Chilton Investment Company
Connecticut
$274K -$19.7K -250 -7%
TCOT
1356
Trust Company of Toledo
Ohio
$272K -$629 -8 -0.2%
OPCM
1357
Osborne Partners Capital Management
California
$272K – – –
BWM
1358
BigSur Wealth Management
Florida
$271K – – –
RFA
1359
Reilly Financial Advisors
California
$269K -$8.09K -103 -3%
HCM
1360
Hodges Capital Management
Texas
$269K -$1.96K -25 -0.7%
FPS
1361
Fieldpoint Private Securities
Connecticut
$269K +$60.9K +774 +29%
VF
1362
Virtu Financial
New York
$268K -$828K -10,558 -76%
CA
1363
Corrado Advisors
New Jersey
$267K -$47.3K -602 -15%
LRIC
1364
Long Road Investment Counsel
Michigan
$267K – – –
JA
1365
JOYN Advisors
Georgia
$267K +$35.1K +437 +15%
RIA
1366
Regal Investment Advisors
Michigan
$267K +$35.9K +458 +16%
Acadian Asset Management
1367
Acadian Asset Management
Massachusetts
$266K -$305K -3,893 -53%
PGWM
1368
Parisi Gray Wealth Management
New Jersey
$266K -$23.6K -300 -8%
FM
1369
Family Management
New York
$265K +$27.9K +356 +12%
WPP
1370
Whalerock Point Partners
Rhode Island
$263K -$9.44K -120 -3%
IIC
1371
Integrated Investment Consultants
Michigan
$263K – – –
PCM
1372
Princeton Capital Management
New Jersey
$263K +$15.7K +200 +6%
IWA
1373
Intercontinental Wealth Advisors
Texas
$262K -$11.5K -147 -4%
SCM
1374
Stonebridge Capital Management
California
$262K – – –
BCM
1375
Birmingham Capital Management
Alabama
$261K -$94.2K -1,200 -27%
53 54
55
56 57