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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 %
EAM
501
Eagle Asset Management
Florida
$2.97M – – –
TCA
502
Transcend Capital Advisors
New Jersey
$2.97M -$37.8K -518 -1%
BFO
503
Boston Family Office
Massachusetts
$2.97M -$193K -2,650 -6%
PSUF
504
People's United Financial
Connecticut
$2.97M -$97.6K -1,338 -3%
SFO
505
Stokes Family Office
Louisiana
$2.96M +$83.6K +1,146 +3%
EWM
506
Evercore Wealth Management
New York
$2.94M -$269K -3,691 -8%
PF
507
Phoenix Financial
Israel
$2.94M -$33.6M -470,252 -92%
WB
508
WesBanco Bank
West Virginia
$2.94M +$745K +10,203 +34%
GIA
509
Guyasuta Investment Advisors
Pennsylvania
$2.93M +$292K +4,006 +11%
CCM
510
Canal Capital Management
Virginia
$2.93M +$636K +8,714 +28%
VV
511
Verity & Verity
South Carolina
$2.92M -$1.53K -21 -0.1%
PAM
512
Panagora Asset Management
Massachusetts
$2.9M -$78.3K -1,073 -3%
IAA
513
Independent Advisor Alliance
North Carolina
$2.9M +$97.3K +1,334 +3%
Wealth Enhancement Advisory Services
514
Wealth Enhancement Advisory Services
Minnesota
$2.86M +$501K +6,491 +21%
IRF
515
IBM Retirement Fund
New York
$2.86M +$1.01M +13,875 +55%
FA
516
FDx Advisors
Illinois
$2.84M +$237K +3,248 +9%
FBC
517
Fairfield, Bush & Co
Connecticut
$2.83M -$2.63K -36 -0.1%
FAAS
518
First Allied Advisory Services
California
$2.81M +$69.6K +954 +3%
PL
519
Parthenon LLC
Kentucky
$2.78M – – –
SS
520
Simplicity Solutions
Minnesota
$2.77M +$66.4K +910 +2%
AIA
521
Affinity Investment Advisors
California
$2.77M +$358K +4,913 +15%
AMM
522
American Money Management
California
$2.77M +$522K +7,152 +23%
BL
523
BCWM LLC
Kansas
$2.76M +$803 +11 +0%
NB
524
NBT Bank
New York
$2.73M -$38.7K -530 -1%
BCWM
525
Bartlett & Co Wealth Management
Ohio
$2.73M -$243K -3,283 -8%
19 20
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