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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 %
RWA
1651
Redhawk Wealth Advisors
Minnesota
$8K +$8K +100 New
Walleye Capital
1652
Walleye Capital
New York
$7K – – –
HWM
1653
Holloway Wealth Management
Florida
$5K -$6K – –
PWP
1654
Personal Wealth Partners
Minnesota
$4K +$4K +46 New
CT
1655
Chicago Trust
Illinois
$3.59K +$99 +1,264 +3%
FCH
1656
Freestone Capital Holdings
Washington
$3.17K -$62 -792 -2%
NIM
1657
NuWave Investment Management
New Jersey
$3K -$14.9K -179 -83%
RA
1658
Rational Advisors
New York
$3K -$14.9K -179 -83%
CFA
1659
Camarda Financial Advisors
Florida
$3K – – –
LFG
1660
Larson Financial Group
Missouri
$3K +$1.8K +24 +150%
HS
1661
Horan Securities
United States
$3K +$3K +38 New
MWM
1662
Meridian Wealth Management
Kentucky
$2.26K +$20 +25 +0.9%
HCM
1663
Horrell Capital Management
Arkansas
$2K – – –
EWM
1664
Edge Wealth Management
New York
$2K – – –
UB
1665
UMB Bank
Missouri
$1.05K -$253 -3,222 -19%
CIR
1666
Clear Investment Research
Georgia
$1K – – –
NDSI
1667
Newman Dignan & Sheerar Inc
Rhode Island
$354 -$15 -187 -4%
WIM
1668
Westside Investment Management
California
$312 +$312 +3,980 New
BRWM
1669
B. Riley Wealth Management
Tennessee
$301 -$33 -418 -10%
WIC
1670
Willis Investment Counsel
Georgia
– -$15.6M -155,700 Closed
CC
1671
Cipher Capital
New York
– -$7.83M -88,602 Closed
EGM
1672
Engineers Gate Manager
New York
– -$7.22M -81,700 Closed
KC
1673
Kepos Capital
New York
– -$6.92M -78,337 Closed
WI
1674
WBI Investments
New Jersey
– -$6.48M -73,354 Closed
AAF
1675
Andra AP-fonden
Sweden
– -$6M -67,900 Closed
65 66
67
68 69