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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 %
OPCM
1376
Osborne Partners Capital Management
California
$263K – – –
CFG
1377
Cooper Financial Group
California
$262K -$70.2K -926 -21%
CAM
1378
CenterStar Asset Management
Illinois
$262K -$121K – –
AF
1379
Allworth Financial
California
$262K +$20K +263 +8%
TIA
1380
Tandem Investment Advisors
South Carolina
$260K -$25.5K -337 -9%
TWM
1381
Torch Wealth Management
Ohio
$260K -$7.59K -100 -3%
HCM
1382
Hodges Capital Management
Texas
$260K – – –
PWP
1383
Private Wealth Partners
California
$260K +$260K +3,420 New
AA
1384
Advisory Alpha
Michigan
$258K +$9.99K +129 +4%
CA
1385
Corrado Advisors
New Jersey
$258K – – –
LRIC
1386
Long Road Investment Counsel
Michigan
$258K – – –
BCM
1387
Bluefin Capital Management
New York
$257K -$25.9K -340 -9%
Acadian Asset Management
1388
Acadian Asset Management
Massachusetts
$257K – – –
EDRIA
1389
Edmonds Duncan Registered Investment Advisors
Kansas
$257K +$31.1K +569 +14%
BCWM
1390
Blue Chip Wealth Management
Florida
$256K -$16.6K -219 -6%
GGI
1391
Godsey & Gibb Inc
Virginia
$256K -$13.8K -182 -5%
MWM
1392
Modera Wealth Management
New Jersey
$254K -$34.2K -450 -12%
IIC
1393
Integrated Investment Consultants
Michigan
$254K – – –
SCM
1394
Stonebridge Capital Management
California
$253K – – –
TFS
1395
TrustCore Financial Services
Tennessee
$253K +$15.6K +205 +7%
CCM
1396
Carlson Capital Management
Minnesota
$253K +$23.6K +312 +10%
LF
1397
Lantz Financial
Illinois
$252K -$13K -169 -5%
NL
1398
NWAM LLC
Washington
$252K +$25.1K +330 +11%
IWA
1399
Intercontinental Wealth Advisors
Texas
$251K -$1.9K -25 -0.7%
PCA
1400
Personal Capital Advisors
California
$251K +$2.05K +27 +0.8%
54 55
56
57 58