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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 %
KC
1426
Kingfisher Capital
North Carolina
$236K -$23.7K -301 -9%
WA
1427
Winfield Associates
Ohio
$236K -$18.1K -230 -7%
BCM
1428
Bienville Capital Management
New York
$236K -$1.67K -21 -0.7%
FMP
1429
Financial Management Professionals
Texas
$236K – – –
NL
1430
NWAM LLC
Washington
$235K -$8.65K -110 -4%
BCM
1431
BTC Capital Management
Iowa
$235K -$7.44K -95 -3%
XWM
1432
Xcel Wealth Management
Florida
$235K – – –
FHC
1433
First Heartland Consultants
Missouri
$234K -$32.2K -410 -12%
MS
1434
Marshall & Sullivan
Washington
$234K – – –
KL
1435
KWMG LLC
Kansas
$233K -$42.2K -538 -15%
QCM
1436
Quest Capital Management
Texas
$233K +$157 +2 +0.1%
ANRIA
1437
American National Registered Investment Advisor
Texas
$232K – – –
WWM
1438
Western Wealth Management
Colorado
$231K -$81.3K -1,038 -26%
WA
1439
WealthTrust Axiom
Pennsylvania
$231K – – –
RCWMU
1440
Rothschild & Co Wealth Management (UK)
United Kingdom
$230K – – –
SDAM
1441
Shulman DeMeo Asset Management
New York
$230K +$1.41K +18 +0.6%
PHAM
1442
Palisades Hudson Asset Management
Florida
$229K – – –
LSAG
1443
Lake Street Advisors Group
New Hampshire
$228K -$37.4K -477 -14%
CG
1444
CFO4Life Group
Texas
$228K +$17.4K +222 +8%
9WM
1445
9258 Wealth Management
Ohio
$227K -$64.2K -817 -22%
YIA
1446
YHB Investment Advisors
Connecticut
$226K – – –
MCM
1447
Marathon Capital Management
Maryland
$226K +$7.83K +100 +4%
KF
1448
Krilogy Financial
Missouri
$225K +$2.12K +27 +1%
BCM
1449
BTR Capital Management
California
$225K +$225K +2,866 New
SWMG
1450
Strategic Wealth Management Group
Maryland
$224K +$19.7K +250 +10%
56 57
58
59 60