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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 %
S
1476
SimplyRich
California
$213K – – –
KCM
1477
Kornitzer Capital Management
Kansas
$213K – – –
SFS
1478
Summit Financial Strategies
Ohio
$213K – – –
MCM
1479
Marathon Capital Management
Maryland
$212K -$7.61K -100 -3%
GFP
1480
Gryphon Financial Partners
Ohio
$212K +$212K +2,798 New
JWA
1481
JFS Wealth Advisors
Pennsylvania
$211K – – –
OAM
1482
Occidental Asset Management
California
$210K -$22.7K -300 -10%
Fiera Capital (Canada)
1483
Fiera Capital (Canada)
Quebec, Canada
$208K -$8.55M -112,233 -98%
LC
1484
Lindbrook Capital
California
$208K -$76 -1 -0%
CFGS
1485
Concourse Financial Group Securities
Alabama
$206K -$602K -7,812 -74%
IFWM
1486
Institute for Wealth Management
Colorado
$206K -$161K -2,117 -44%
QCM
1487
Quest Capital Management
Texas
$206K -$20.2K -266 -9%
9WM
1488
9258 Wealth Management
Ohio
$206K -$13.8K -182 -6%
SWMG
1489
Strategic Wealth Management Group
Maryland
$206K -$9.86K -130 -5%
SAM
1490
SignalPoint Asset Management
Missouri
$206K -$9.26K -122 -4%
MLFP
1491
MPS Loria Financial Planners
Illinois
$205K +$1.97K +26 +1%
HFA
1492
Hoover Financial Advisors
Pennsylvania
$204K – – –
CIAS
1493
Capital Investment Advisory Services
North Carolina
$203K -$155K -2,037 -43%
BCM
1494
Bienville Capital Management
New York
$203K -$21.8K -288 -10%
SFA
1495
Stewardship Financial Advisors
Georgia
$202K – – –
WP
1496
WealthShield Partners
North Carolina
$200K +$200K +2,632 New
FCB
1497
First Command Bank
Texas
$198K +$9.48K +125 +5%
FCFS
1498
First Command Financial Services
Texas
$198K +$9.48K +125 +5%
JGIA
1499
Jackson Grant Investment Advisers
Connecticut
$197K +$1.22K +16 +0.6%
JWM
1500
Janiczek Wealth Management
Colorado
$197K +$9.87K +130 +5%
58 59
60
61 62