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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 %
NONA
401
Ninety One North America
New York
$4.91M +$954K +13,076 +24%
AIA
402
AGF Investments America
Ontario, Canada
$4.9M +$69.9K +958 +1%
SAM
403
SP Asset Management
California
$4.89M +$151K +2,068 +3%
RG
404
Rathbones Group
United Kingdom
$4.88M -$284K -3,894 -6%
CAPTRUST Financial Advisors
405
CAPTRUST Financial Advisors
North Carolina
$4.88M -$481K -6,631 -9%
NC
406
Nicholas Company
Wisconsin
$4.84M -$493K -6,760 -9%
CAMG
407
CWA Asset Management Group
Florida
$4.84M +$792K +10,858 +20%
LSERS
408
Louisiana State Employees Retirement System
Louisiana
$4.83M -$562K -7,700 -10%
HPC
409
HM Payson & Co
Maine
$4.8M -$108K -1,476 -2%
Barrow, Hanley, Mewhinney & Strauss
410
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.78M – – –
MERSOM
411
Municipal Employees' Retirement System of Michigan
Michigan
$4.73M +$18.2K +250 +0.4%
WIA
412
Wealthstreet Investment Advisors
Texas
$4.72M -$106K -1,450 -2%
RJT
413
Raymond James Trust
Florida
$4.71M +$11.8K +162 +0.3%
SMI
414
Shelter Mutual Insurance
Missouri
$4.7M – – –
SPIA
415
Steward Partners Investment Advisory
New York
$4.68M -$495K -6,782 -10%
NSAM
416
North Star Asset Management
Wisconsin
$4.59M -$513K -7,036 -10%
PA
417
Pinnacle Associates
New York
$4.58M -$241K -3,306 -5%
CSS
418
Cubist Systematic Strategies
Connecticut
$4.52M +$1.1M +15,085 +32%
TAM
419
Taurus Asset Management
New York
$4.47M – – –
RC
420
RBF Capital
California
$4.45M +$2.92M +40,000 +190%
Bessemer Group
421
Bessemer Group
New Jersey
$4.4M -$157K -2,147 -3%
Holocene Advisors
422
Holocene Advisors
New York
$4.4M -$848K -11,617 -16%
MHC
423
Meyer Handelman Company
New York
$4.39M -$1.82M -25,000 -29%
QOP
424
Quinn Opportunity Partners
Virginia
$4.33M -$3.22M -44,100 -43%
CAM
425
Cresset Asset Management
Illinois
$4.27M +$70.7K +954 +2%
15 16
17
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