PM icon

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 %
MS
1451
Marshall & Sullivan
Washington
$227K – – –
XWM
1452
Xcel Wealth Management
Florida
$227K – – –
KL
1453
KWMG LLC
Kansas
$225K -$531 -7 -0.2%
AWE
1454
Avidian Wealth Enterprises
Texas
$224K -$27.5K -362 -11%
FMII
1455
Farmers & Merchants Investments Inc
Nebraska
$224K -$7.59K -100 -3%
SDAM
1456
Shulman DeMeo Asset Management
New York
$224K +$1.37K +18 +0.6%
FMT
1457
First Mercantile Trust
Tennessee
$223K -$573K -7,544 -72%
WA
1458
WealthTrust Axiom
Pennsylvania
$223K – – –
BCM
1459
Birmingham Capital Management
Alabama
$222K -$30.4K -400 -12%
PHAM
1460
Palisades Hudson Asset Management
Florida
$222K – – –
RCWMU
1461
Rothschild & Co Wealth Management (UK)
United Kingdom
$222K – – –
VHAM
1462
Van Hulzen Asset Management
California
$219K -$15.2K -200 -6%
DA
1463
DSC Advisors
Illinois
$219K +$219K +2,889 New
TFGT
1464
TS Financial Group (TSFG)
Illinois
$218K +$17.4K +229 +9%
CIA
1465
CSat Investment Advisory
Michigan
$218K +$27.9K +368 +15%
YIA
1466
YHB Investment Advisors
Connecticut
$217K -$1.9K -25 -0.9%
CIP
1467
Convergence Investment Partners
Florida
$217K +$18.9K +250 +10%
JA
1468
JOYN Advisors
Georgia
$215K -$37.3K -492 -15%
TI
1469
Tidal Investments
Wisconsin
$215K +$215K +2,838 New
WMA
1470
Wealth Management Associates
New Jersey
$214K +$214K +2,824 New
MWM
1471
Meridian Wealth Management
Kentucky
$214K -$4.71K -62 -2%
AP
1472
Appleton Partners
Massachusetts
$214K -$1.9K -25 -0.9%
FFA
1473
Fragasso Financial Advisors
Pennsylvania
$214K +$2.2K +29 +1%
CHAM
1474
Clear Harbor Asset Management
Connecticut
$213K -$22.8K -300 -10%
WA
1475
Winfield Associates
Ohio
$213K -$15.2K -200 -7%
57 58
59
60 61