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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 %
SMG
1551
Spectrum Management Group
Indiana
$92K -$16.9K -215 -16%
FRA
1552
Front Row Advisors
California
$92K – – –
AIM
1553
Arcadia Investment Management
Michigan
$92K +$48.8K +620 +113%
BWM
1554
Baystate Wealth Management
Massachusetts
$91K +$3.43K +44 +4%
ADL
1555
Asset Dedication LLC
California
$87K – – –
PCMK
1556
Paragon Capital Management (Kansas)
Kansas
$86K +$16.2K +207 +23%
FPFS
1557
First Personal Financial Services
North Carolina
$80K -$1.34K -17 -2%
CPA
1558
Cowen Prime Advisors
New York
$79K – – –
SBL
1559
Sargent Bickham Lagudis
Colorado
$77K +$234 +3 +0.3%
OIA
1560
Optimum Investment Advisors
Illinois
$75K – – –
QAM
1561
QCI Asset Management
New York
$74K -$20.5K -261 -22%
PCIA
1562
Prime Capital Investment Advisors
Kansas
$73K -$79 -1 -0.1%
CCM
1563
Cribstone Capital Management
Maine
$73K – – –
GTAM
1564
Global Trust Asset Management
Florida
$72K +$70K +22,474 +3,545%
SIAP
1565
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$70K -$49.2K -630 -41%
WPA
1566
West Paces Advisors
Georgia
$68.7K -$66.7K -849 -49%
RFM
1567
Royal Fund Management
Florida
$68K -$4.4K -56 -6%
CFD
1568
Creative Financial Designs
Indiana
$68K – – –
LGWM
1569
Litman Gregory Wealth Management
California
$68K +$20.8K +264 +44%
TAIM
1570
TD Ameritrade Investment Management
Nebraska
$66K +$25.5K +322 +63%
PFO
1571
Pathstone Family Office
New Jersey
$65K +$41.4K +525 +176%
ME
1572
McIlrath & Eck
Washington
$63K – – –
VC
1573
Vestor Capital
Illinois
$61K – – –
DWM
1574
Destination Wealth Management
California
$60K -$2.89K -37 -5%
TIM
1575
Tortoise Investment Management
New York
$60K +$15.6K +200 +35%
61 62
63
64 65