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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 %
VFA
376
Voya Financial Advisors
Connecticut
$5.52M -$57.8K -797 -1%
KIC
377
Keating Investment Counselors
Florida
$5.51M -$67.5K -925 -1%
CIA
378
Capital Investment Advisors
Georgia
$5.49M -$189K -2,590 -3%
UMA
379
USA Mutuals Advisors
Texas
$5.47M -$2.59M -35,500 -32%
CDH
380
Charles D. Hyman
$5.47M -$46.8K -642 -0.8%
TF
381
TIAA FSB
Florida
$5.45M -$483K -6,613 -8%
Acadian Asset Management
382
Acadian Asset Management
Massachusetts
$5.45M +$2.45M +33,629 +82%
GT
383
Glenview Trust
Kentucky
$5.43M -$137K -1,877 -2%
PGFC
384
Peapack-Gladstone Financial Corp
New Jersey
$5.42M +$8.54K +117 +0.2%
LBC
385
Lowe Brockenbrough & Co
Virginia
$5.41M -$53K -726 -1%
DADC
386
D.A. Davidson & Co
Montana
$5.39M +$132K +1,806 +3%
M
387
MOTCO
Texas
$5.37M +$106K +1,447 +2%
HCM
388
Hutner Capital Management
Vermont
$5.29M +$12.5K +172 +0.2%
Skandinaviska Enskilda Banken (SEB)
389
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.26M -$445K -6,100 -8%
Cerity Partners
390
Cerity Partners
New York
$5.22M -$30.1K -412 -0.6%
AWM
391
AE Wealth Management
Kansas
$5.2M +$60K +823 +1%
ECM
392
ETrade Capital Management
Virginia
$5.16M +$594K +8,140 +13%
TSW
393
Thompson Siegel & Walmsley
Virginia
$5.13M +$953K +13,057 +23%
BBVA
394
Banco Bilbao Vizcaya Argentaria
Spain
$5.13M -$2.42M -33,128 -32%
HWA
395
Heritage Wealth Advisors
Virginia
$4.99M -$61.9K -848 -1%
LDB
396
Lee, Danner & Bass
Tennessee
$4.99M -$132K -1,810 -3%
Wealthfront Advisers
397
Wealthfront Advisers
California
$4.98M -$424K -5,818 -8%
BFIM
398
Beese Fulmer Investment Management
Ohio
$4.96M -$290K -3,974 -6%
DWM
399
Dorchester Wealth Management
Quebec, Canada
$4.92M -$191K -2,619 -4%
BA
400
Bridgewater Associates
Connecticut
$4.92M +$4.92M +67,447 New
14 15
16
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