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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 %
LWM
1551
Liberty Wealth Management
California
$81K -$8.64K -114 -10%
PRC
1552
Pearl River Capital
Michigan
$81K +$81K +1,070 New
PCM
1553
Penserra Capital Management
California
$79K +$33K +436 +72%
CPA
1554
Cowen Prime Advisors
New York
$76K – – –
SBL
1555
Sargent Bickham Lagudis
Colorado
$75K +$228 +3 +0.3%
QAM
1556
QCI Asset Management
New York
$74K +$2.79K +37 +4%
OIA
1557
Optimum Investment Advisors
Illinois
$73K – – –
RFM
1558
Royal Fund Management
Florida
$69K +$3.34K +44 +5%
AA
1559
AlphaMark Advisors
Kentucky
$68K -$41.6K -550 -38%
SIAP
1560
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$68K – – –
CFD
1561
Creative Financial Designs
Indiana
$67K +$1.39K +18 +2%
WPA
1562
West Paces Advisors
Georgia
$66.4K – – –
SAM
1563
Shamrock Asset Management
Texas
$66K +$37.9K +500 +135%
HCA
1564
Horan Capital Advisors
Ohio
$63K +$63K +825 New
WCG
1565
Weaver Consulting Group
California
$62K – – –
PCM
1566
Prelude Capital Management
New York
$58K +$25.1K +331 +76%
LGWM
1567
Litman Gregory Wealth Management
California
$56K -$10.1K -132 -15%
EARNEST Partners
1568
EARNEST Partners
Georgia
$56K – – –
KWA
1569
KCS Wealth Advisory
California
$55.2K +$55.2K +727 New
GWA
1570
Guidant Wealth Advisors
Illinois
$55K +$535 +7 +1%
MA
1571
MCF Advisors
Kentucky
$55K +$9.19K +121 +20%
CAL
1572
Capital Analysts LLC
Pennsylvania
$53K – – –
Credit Agricole
1573
Credit Agricole
France
$53K – – –
TIM
1574
Tortoise Investment Management
New York
$51K -$7.61K -100 -13%
HIM
1575
Hillsdale Investment Management
Ontario, Canada
$51K – – –
61 62
63
64 65