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Philip Morris
PM

Overview Fund Activity

1,676 hedge funds and large institutions have $85.1B invested in Philip Morris in 2020 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 566 increasing their positions, 797 reducing their positions, and 189 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,676
Holders Change
-142
Holders Change %
-7.81%
% of All Funds
37.02%
Holding in Top 10
52
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.81%
% of All Funds
1.15%
New
73
Increased
566
Reduced
797
Closed
189
Calls
$481M
Puts
$500M
Net Calls
-$18.9M
Net Calls Change
+$224M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.28B
2
Capital International Investors
Capital International Investors
California
+$533M
3
Charles Schwab
Charles Schwab
California
+$317M
4
Morgan Stanley
Morgan Stanley
New York
+$240M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$236M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$432M
2
CSIA
Charles Schwab Investment Advisory
California
-$355M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$313M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$176M
5
Barclays
Barclays
United Kingdom
-$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
301
Windward Capital Management
California
$8.91M -$374K -5,130 -4%
BUB
302
BBVA USA Bancshares
Texas
$8.91M +$1.17M +16,085 +15%
DCM
303
Dupont Capital Management
Delaware
$8.83M +$2.28M +31,277 +35%
SI
304
Stephens Inc
Arkansas
$8.66M -$2.49M -34,167 -22%
Mariner
305
Mariner
Kansas
$8.66M +$1.69M +23,049 +24%
Cambridge Investment Research Advisors
306
Cambridge Investment Research Advisors
Iowa
$8.59M -$107K -1,463 -1%
BIM
307
Bridges Investment Management
Nebraska
$8.57M -$981K -13,445 -10%
TPCW
308
TD Private Client Wealth
New York
$8.49M +$507K +6,954 +6%
IIM
309
Intact Investment Management
Quebec, Canada
$8.47M -$3.11M -42,700 -27%
BC
310
Brinker Capital
Pennsylvania
$8.4M -$250K -3,413 -3%
MG
311
Markel Group
Virginia
$8.35M – – –
CFB
312
Cullen/Frost Bankers
Texas
$8.35M +$132K +1,810 +2%
AAM
313
AR Asset Management
California
$8.3M – – –
HNB
314
Huntington National Bank
Ohio
$8.28M -$392K -5,374 -5%
ClearBridge Investments
315
ClearBridge Investments
New York
$8.25M -$47.2M -647,440 -85%
SMDAM
316
Sumitomo Mitsui DS Asset Management
Japan
$8.21M -$1.77M -24,275 -18%
DILIC
317
Dai-ichi Life Insurance Company
Japan
$8.14M -$1.66M -22,700 -17%
BPC
318
Banque Pictet & Cie
Switzerland
$8.06M +$57.8K +792 +0.7%
TU
319
TDAM USA
Ontario, Canada
$7.9M +$219K +3,004 +3%
Mercer Global Advisors
320
Mercer Global Advisors
Colorado
$7.87M +$249K +3,414 +3%
RIM
321
Redpoint Investment Management
Australia
$7.79M +$17.1K +234 +0.2%
KRS
322
Kentucky Retirement Systems
Kentucky
$7.75M +$1.91M +26,217 +33%
JFL
323
Jarislowsky, Fraser Ltd
Quebec, Canada
$7.67M -$981K -13,450 -11%
HW
324
Hancock Whitney
Mississippi
$7.62M +$2.37M +32,554 +45%
FPCM
325
Financial Partners Capital Management
New York
$7.56M +$7.56M +103,680 New
11 12
13
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