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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 %
Northwestern Mutual Wealth Management
351
Northwestern Mutual Wealth Management
Wisconsin
$6.36M +$718K +9,836 +13%
OC
352
Oppenheimer & Co
New York
$6.35M -$794K -10,880 -11%
PFP
353
Pinnacle Financial Partners
Tennessee
$6.28M +$1.25M +17,100 +25%
BS
354
Banco Santander
Spain
$6.21M -$302K -4,145 -5%
CAG
355
Crestwood Advisors Group
Massachusetts
$6.19M +$85.7K +1,175 +1%
QIM
356
Quantitative Investment Management
Virginia
$6.15M +$6.15M +84,328 New
CWP
357
CFM Wealth Partners
Texas
$6.14M +$647K +8,868 +12%
CG
358
Colony Group
Massachusetts
$6.1M +$375K +5,133 +7%
PAG
359
Private Advisor Group
New Jersey
$6.03M +$109K +1,500 +2%
Jones Financial Companies
360
Jones Financial Companies
Missouri
$6M +$1.15M +15,784 +24%
EGA
361
Eagle Global Advisors
Texas
$5.99M -$10.7K -147 -0.2%
MDCM
362
Morgan Dempsey Capital Management
Wisconsin
$5.91M +$327K +4,476 +6%
HCM
363
Huber Capital Management
California
$5.91M – – –
ACM
364
Advisors Capital Management
New Jersey
$5.85M +$424K +5,814 +8%
CCM
365
Channing Capital Management
Illinois
$5.79M -$2.15M -29,516 -27%
Bank Julius Baer & Co
366
Bank Julius Baer & Co
Switzerland
$5.78M +$5.78M +79,258 New
CNBTD
367
Citizens National Bank Trust Department
Mississippi
$5.77M +$5.77M +79,037 New
AUB
368
Atlantic Union Bankshares
Virginia
$5.63M +$343K +4,697 +6%
Squarepoint
369
Squarepoint
New York
$5.62M -$14.6M -199,758 -72%
CC
370
Centiva Capital
New York
$5.61M +$3.07M +42,009 +120%
SIG
371
Sky Investment Group
Connecticut
$5.61M -$57.1K -783 -1%
HC
372
Hourglass Capital
Texas
$5.6M +$20.4K +280 +0.4%
HFS
373
Hantz Financial Services
Michigan
$5.59M +$5.59M +76,661 New
Daiwa Securities Group
374
Daiwa Securities Group
Japan
$5.58M -$1.58M -21,620 -22%
TC
375
TownSquare Capital
Utah
$5.56M +$553K +7,540 +11%
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