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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 %
CFN
1601
Cordasco Financial Network
Florida
$33K – – –
EIM
1602
Essex Investment Management
Massachusetts
$31K – – –
RAM
1603
Riggs Asset Management
Pennsylvania
$30K – – –
AP
1604
Arlington Partners
Alabama
$30K – – –
BCA
1605
Bray Capital Advisors
Florida
$30K – – –
SB
1606
Strategic Blueprint
Georgia
$30K +$30K +400 New
SL
1607
Salomon & Ludwin
Virginia
$29K – – –
VIMU
1608
Veritas Investment Management (UK)
United Kingdom
$27K – – –
ME
1609
McIlrath & Eck
Washington
$25K -$29.2K -385 -54%
FGAM
1610
Financial Gravity Asset Management
Texas
$25K +$2.49K +33 +11%
SIS
1611
Sound Income Strategies
Florida
$25K +$7.72K +100 +45%
FA
1612
Fortis Advisors
Pennsylvania
$24K – – –
NCM
1613
Next Capital Management
New York
$23K -$24.7K -321 -52%
CA
1614
Crewe Advisors
Utah
$23K – – –
SC
1615
Sawyer & Company
Massachusetts
$23K – – –
PO
1616
Private Ocean
California
$23K – – –
JPLA
1617
Joseph P. Lucia & Associates
New York
$23K – – –
CDIA
1618
Capital Directions Investment Advisors
Georgia
$23K +$23K +298 New
HDIM
1619
Hanson & Doremus Investment Management
Vermont
$22K – – –
MWC
1620
MBM Wealth Consultants
Missouri
$22K – – –
PCM
1621
Princeton Capital Management
New Jersey
$21K -$235K -3,075 -92%
1NWS
1622
1 North Wealth Services
Maryland
$20K +$20K +257 New
SWM
1623
Selective Wealth Management
Virginia
$19K +$19K +248 New
CI
1624
CX Institutional
Indiana
$17K -$14.7K -190 -46%
OAJ
1625
Ogorek Anthony Joseph
New York
$17K – – –
63 64
65
66 67