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Philip Morris
PM

Overview Fund Activity

1,818 hedge funds and large institutions have $97.9B invested in Philip Morris in 2019 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 587 increasing their positions, 733 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,818
Holders Change
+161
Holders Change %
+9.72%
% of All Funds
35.9%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.83%
New
248
Increased
587
Reduced
733
Closed
71
Calls
$639M
Puts
$882M
Net Calls
-$243M
Net Calls Change
-$129M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$6.24B
2
Goldman Sachs
Goldman Sachs
New York
$961M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.76B
4
Morgan Stanley
Morgan Stanley
New York
$3.33B
5
Truist Financial
Truist Financial
North Carolina
$146M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.69B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$573M
4
AL
AJO LP
Pennsylvania
$35.6M
5
BlackRock
BlackRock
New York
$8.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
26
Cedar Rock Capital
United Kingdom
$782M +$4.46M +52,359 +0.6%
GRQ
27
Gardner Russo & Quinn
Pennsylvania
$754M -$18.7M -219,411 -2%
Legal & General Group
28
Legal & General Group
United Kingdom
$690M +$6.28M +73,762 +0.9%
Federated Hermes
29
Federated Hermes
Pennsylvania
$668M -$14.2M -167,121 -2%
Charles Schwab
30
Charles Schwab
California
$614M +$17M +199,540 +3%
AllianceBernstein
31
AllianceBernstein
Tennessee
$611M +$96.1M +1,129,097 +19%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$573M -$214M -2,518,835 -27%
Wells Fargo
33
Wells Fargo
California
$552M -$38.3M -449,981 -6%
VAM
34
Veritas Asset Management
United Kingdom
$550M -$5.28M -62,000 -1%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$504M -$8.09M -95,109 -2%
Ninety One (UK)
36
Ninety One (UK)
United Kingdom
$495M +$66.1M +776,739 +15%
Swiss National Bank
37
Swiss National Bank
Switzerland
$435M -$21.1M -247,500 -5%
UBS AM
38
UBS AM
Illinois
$409M +$23.1M +271,958 +6%
PPA
39
Parametric Portfolio Associates
Washington
$403M +$37.8M +443,856 +10%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$400M -$29.7M -348,612 -7%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$392M +$66.4M +780,572 +20%
AIG
42
American International Group
New York
$369M -$23.9M -280,552 -6%
Diamond Hill Capital Management
43
Diamond Hill Capital Management
Ohio
$366M -$4.75M -55,782 -1%
UBS Group
44
UBS Group
Switzerland
$359M -$6.6M -77,526 -2%
CSIA
45
Charles Schwab Investment Advisory
California
$355M +$14M +164,749 +4%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$326M -$4.89M -57,477 -1%
AI
47
Ariel Investments
Illinois
$324M +$3.53M +41,534 +1%
Harris Associates
48
Harris Associates
Illinois
$323M +$603K +7,090 +0.2%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$317M -$4.36M -51,200 -1%
IFP
50
Independent Franchise Partners
United Kingdom
$316M -$33.6M -395,176 -10%
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