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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 %
FA
1376
FCG Advisors
New Jersey
$260K -$24.7K -314 -9%
AWE
1377
Avidian Wealth Enterprises
Texas
$260K -$8.17K -104 -3%
JLBC
1378
J.L. Bainbridge & Co
Florida
$260K +$55.1K +700 +27%
SCM
1379
Southport Capital Management
Tennessee
$259K -$12.3K -157 -5%
CA
1380
Clearstead Advisors
Ohio
$258K -$16.4K -209 -6%
CCMD
1381
Cypress Capital Management (Delaware)
Delaware
$258K -$11.8K -150 -4%
MGIA
1382
Moneta Group Investment Advisors
Missouri
$258K -$11.2K -143 -4%
PCA
1383
Personal Capital Advisors
California
$258K -$6.91K -88 -3%
SWM
1384
Sanctuary Wealth Management
Idaho
$257K – – –
WA
1385
WP Advisors
California
$257K +$5.66K +72 +2%
CAC
1386
Certified Advisory Corp
Florida
$256K -$6.58K -84 -3%
LFA
1387
Legacy Financial Advisors
Kentucky
$256K +$43.7K +556 +21%
Connor, Clark & Lunn Investment Management (CC&L)
1388
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$255K -$3.91M -49,700 -94%
PGA
1389
Portland Global Advisors
Maine
$255K – – –
SFG
1390
SevenBridge Financial Group
Pennsylvania
$252K -$23.5K -300 -9%
GC
1391
Garde Capital
Washington
$252K – – –
RGIA
1392
Rainier Group Investment Advisory
Washington
$252K +$22.8K +290 +10%
ACA
1393
Atlas Capital Advisors
Wyoming
$251K +$251K +3,201 New
CAW
1394
Cornerstone Advisors (Washington)
Washington
$251K -$46.4K -591 -16%
FAT
1395
First American Trust
California
$251K -$15.7K -200 -6%
AF
1396
Allworth Financial
California
$250K -$3.61K -46 -1%
HCMT
1397
Highland Capital Management (Tennessee)
Tennessee
$250K – – –
NEPWA
1398
New England Private Wealth Advisors
Massachusetts
$250K +$157 +2 +0.1%
SIG
1399
Sargent Investment Group
Maryland
$250K +$11.8K +150 +5%
VWM
1400
Venturi Wealth Management
Texas
$248K -$167K -2,120 -40%
54 55
56
57 58