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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 %
ASN
526
Advisory Services Network
Georgia
$2.7M -$750K -10,274 -22%
ETI
527
Enterprise Trust & Investment
California
$2.7M -$36.5K -500 -1%
BC
528
Bartlett & Co
Ohio
$2.69M +$2.69M +36,841 New
SCA
529
Snowden Capital Advisors
New York
$2.68M -$251K -3,441 -9%
SIC
530
Salem Investment Counselors
North Carolina
$2.64M -$4.38K -60 -0.2%
FTIOP
531
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.61M -$32.1K -440 -1%
VAS
532
Vestmark Advisory Solutions
Massachusetts
$2.6M -$34K -466 -1%
CAN
533
Cetera Advisor Networks
California
$2.59M -$65.2K -894 -2%
UIM
534
USS Investment Management
United Kingdom
$2.58M – – –
SC
535
Searle & Co
Connecticut
$2.55M – – –
VFP
536
Verus Financial Partners
Virginia
$2.55M -$10.4K -142 -0.4%
NAM
537
NorthCoast Asset Management
Connecticut
$2.54M +$1.1K +15 +0%
SFFS
538
Stonehage Fleming Financial Services
Jersey
$2.51M +$426K +5,854 +20%
PR
539
Payden & Rygel
California
$2.51M -$3.8M -52,100 -60%
MYLI
540
Meiji Yasuda Life Insurance
Japan
$2.5M -$498K -6,824 -17%
ACM
541
Alpha Capital Management
Texas
$2.47M +$23.4K +321 +1%
SWP
542
Stratos Wealth Partners
Ohio
$2.47M -$314K -4,301 -11%
VI
543
Vestcor Inc
New Brunswick, Canada
$2.43M +$462K +6,332 +23%
BOTW
544
Bank of the West
California
$2.43M -$43.1K -591 -2%
SA
545
Shilanski & Associates
Alaska
$2.4M +$104K +1,415 +5%
HC
546
Hendley & Co
Ohio
$2.4M +$23.7K +325 +1%
ZB
547
Zions Bancorporation
Utah
$2.39M +$561K +7,693 +31%
GWM
548
Geneos Wealth Management
Colorado
$2.39M -$205K -2,964 -8%
XSC
549
X-Square Capital
Puerto Rico
$2.38M +$22.9K +314 +1%
HKIM
550
Hayek Kallen Investment Management
Alabama
$2.38M -$52.7K -722 -2%
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