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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 %
DG
201
Delek Group
Israel
$26.4M +$26.4M +340,000 New
CCMG
202
Clark Capital Management Group
Pennsylvania
$26.2M -$24.8M -315,236 -49%
Lazard Asset Management
203
Lazard Asset Management
New York
$25.6M +$5.12M +65,258 +25%
GC
204
Guggenheim Capital
Illinois
$25.3M +$3.13M +39,809 +14%
FP
205
Foundry Partners
Minnesota
$25.1M +$391K +4,975 +2%
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$25.1M -$1.34M -17,080 -5%
JPMPWA
207
J.P. Morgan Private Wealth Advisors
California
$25M -$1.63M -20,799 -6%
FWIA
208
Fort Washington Investment Advisors
Ohio
$24.8M -$1.96K -25 -0%
SG Americas Securities
209
SG Americas Securities
New York
$24.7M -$2.67M -33,937 -10%
Alyeska Investment Group
210
Alyeska Investment Group
Illinois
$24.2M +$24.2M +307,948 New
MSL
211
Mackay Shields LLC
New York
$23.9M -$1.92M -24,465 -7%
Kayne Anderson Rudnick Investment Management
212
Kayne Anderson Rudnick Investment Management
California
$23.8M -$333K -4,241 -1%
Janus Henderson Group
213
Janus Henderson Group
United Kingdom
$23.7M -$4.61M -58,660 -16%
CI
214
Conning Inc
Connecticut
$23.7M -$475K -6,050 -2%
Mitsubishi UFJ Asset Management
215
Mitsubishi UFJ Asset Management
Japan
$23.7M +$4.09M +52,109 +21%
TPSF
216
Texas Permanent School Fund
Texas
$23.6M -$187K -2,385 -0.8%
MSE
217
MUFG Securities EMEA
United Kingdom
$23.6M – – –
ASRS
218
Arizona State Retirement System
Arizona
$23.2M -$204K -2,596 -0.9%
URS
219
Utah Retirement Systems
Utah
$23.1M +$56.1K +715 +0.2%
WPC
220
Waters Parkerson & Co
Louisiana
$22.9M -$437K -5,564 -2%
Boston Partners
221
Boston Partners
Massachusetts
$22.9M +$595K +7,576 +3%
Baird Financial Group
222
Baird Financial Group
Wisconsin
$22.3M +$5.99M +76,306 +37%
ACM
223
Academy Capital Management
Texas
$22.3M -$22.1K -281 -0.1%
Creative Planning
224
Creative Planning
Kansas
$22.3M -$932K -11,863 -4%
Man Group
225
Man Group
United Kingdom
$22.2M -$13.3M -169,273 -37%
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