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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 %
CRC
26
Cedar Rock Capital
United Kingdom
$675M +$4.83M +66,202 +0.7%
GRQ
27
Gardner Russo & Quinn
Pennsylvania
$623M -$23.7M -324,298 -4%
Legal & General Group
28
Legal & General Group
United Kingdom
$596M +$4.18M +57,264 +0.7%
Federated Hermes
29
Federated Hermes
Pennsylvania
$570M -$2.6M -35,654 -0.5%
AllianceBernstein
30
AllianceBernstein
Tennessee
$561M +$37.1M +509,061 +7%
VAM
31
Veritas Asset Management
United Kingdom
$471M -$292K -4,000 -0.1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$464M -$28M -383,440 -6%
Swiss National Bank
33
Swiss National Bank
Switzerland
$457M +$83.6M +1,146,200 +22%
Ninety One (UK)
34
Ninety One (UK)
United Kingdom
$450M +$25.2M +344,939 +6%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$449M +$16M +219,876 +4%
Wells Fargo
36
Wells Fargo
California
$421M -$51.9M -710,818 -11%
Goldman Sachs
37
Goldman Sachs
New York
$392M -$432M -5,926,553 -52%
UBS AM
38
UBS AM
Illinois
$371M +$20.2M +276,908 +6%
PPA
39
Parametric Portfolio Associates
Washington
$365M +$19M +260,611 +6%
Franklin Resources
40
Franklin Resources
California
$358M +$223M +3,057,886 +165%
IFP
41
Independent Franchise Partners
United Kingdom
$353M +$81.9M +1,122,574 +30%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$317M -$19.4M -265,871 -6%
AI
43
Ariel Investments
Illinois
$305M +$28M +383,098 +10%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$300M -$55.6M -734,492 -16%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$281M +$1.71M +23,442 +0.6%
UBS Group
46
UBS Group
Switzerland
$278M -$30.1M -412,465 -10%
Aberdeen Group
47
Aberdeen Group
United Kingdom
$272M +$1.59M +21,732 +0.6%
Harris Associates
48
Harris Associates
Illinois
$270M -$7.37M -101,065 -3%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$270M -$1.74M -23,800 -0.6%
TAM
50
Troy Asset Management
United Kingdom
$262M +$98.1M +1,344,776 +60%
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