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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 %
Jacobs Levy Equity Management
1726
Jacobs Levy Equity Management
New Jersey
– -$227K -2,570 Closed
AM
1727
Atwater Malick
Pennsylvania
– -$225K -2,540 Closed
BIM
1728
Baldwin Investment Management
Pennsylvania
– -$223K -2,525 Closed
IP
1729
Investment Partners
Ohio
– -$223K -2,525 Closed
AHC
1730
Adell Harriman & Carpenter
Texas
– -$222K -2,515 Closed
GWM
1731
GSB Wealth Management
Connecticut
– -$221K -2,500 Closed
BAM
1732
Brave Asset Management
New Jersey
– -$221K -2,500 Closed
NFG
1733
Nations Financial Group
Iowa
– -$221K -2,498 Closed
AWM
1734
Aries Wealth Management
Maine
– -$217K -2,457 Closed
SIM
1735
SSI Investment Management
California
– -$216K -2,433 Closed
FCFC
1736
First Commonwealth Financial Corp
Pennsylvania
– -$212K -2,402 Closed
PAS
1737
Professional Advisory Services
Florida
– -$212K -2,400 Closed
NPA
1738
Nichols & Pratt Advisers
Massachusetts
– -$212K -2,400 Closed
DE
1739
Day & Ennis
Georgia
– -$211K -2,388 Closed
BPWA
1740
Beacon Pointe Wealth Advisors
California
– -$213K -2,386 Closed
RWM
1741
Rench Wealth Management
Texas
– -$210K -2,374 Closed
TF
1742
Trek Financial
Arizona
– -$209K -2,367 Closed
PI
1743
Pettee Investors
Connecticut
– -$208K -2,363 Closed
PP
1744
Pegasus Partners
Wisconsin
– -$208K -2,350 Closed
EWM
1745
Evermay Wealth Management
Virginia
– -$208K -2,350 Closed
WAM
1746
Weiss Asset Management
Massachusetts
– -$206K -2,329 Closed
SIC
1747
Sigma Investment Counselors
Michigan
– -$204K -2,312 Closed
CPA
1748
Court Place Advisors
Maryland
– -$204K -2,312 Closed
ACM
1749
Argent Capital Management
Missouri
– -$202K -2,290 Closed
RWA
1750
River Wealth Advisors
Pennsylvania
– -$201K -2,278 Closed
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