PM icon

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 %
TCM
551
Twin Capital Management
Pennsylvania
$2.37M -$808K -11,070 -25%
HSA
552
HBK Sorce Advisory
Pennsylvania
$2.34M +$37.1K +508 +2%
VCA
553
Verdence Capital Advisors
Maryland
$2.34M +$146K +2,003 +7%
HKAM
554
Horizon Kinetics Asset Management
New York
$2.33M +$21.9K +300 +0.9%
CCM
555
Chickasaw Capital Management
Tennessee
$2.31M -$335K -4,585 -13%
FL
556
Fort LP
Maryland
$2.3M +$85.6K +1,174 +4%
WANY
557
Wealthspire Advisors (New York)
New York
$2.3M +$623K +8,540 +37%
CA
558
Cetera Advisors
Colorado
$2.28M +$38.6K +529 +2%
FIM
559
Fernwood Investment Management
Massachusetts
$2.27M -$18.2K -250 -0.8%
BT
560
Brandywine Trust
Delaware
$2.25M – – –
S
561
Surevest
California
$2.24M +$665K +9,117 +42%
TI
562
Trexquant Investment
Connecticut
$2.24M -$5.78M -79,204 -72%
CCM
563
Covington Capital Management
California
$2.23M +$185K +2,531 +9%
FBT
564
First Bank & Trust
South Dakota
$2.22M +$419K +5,745 +23%
PMG
565
ProVise Management Group
Florida
$2.22M -$43.7K -599 -2%
ACA
566
Aptus Capital Advisors
Alabama
$2.21M +$138K +1,885 +7%
AL
567
Arnhold LLC
New York
$2.18M – – –
TC
568
Telemus Capital
Michigan
$2.17M -$56.9K -776 -3%
PIA
569
Piedmont Investment Advisors
North Carolina
$2.17M +$29.8K +408 +1%
CLOS
570
Compagnie Lombard Odier SCmA
Switzerland
$2.17M -$27.1K -372 -1%
KPCM
571
Kings Point Capital Management
New York
$2.17M -$46K -631 -2%
LIA
572
LS Investment Advisors
Michigan
$2.16M -$306K -4,188 -12%
SYBT
573
Stock Yards Bank & Trust
Kentucky
$2.15M -$39.3K -538 -2%
CEP
574
Chicago Equity Partners
Illinois
$2.15M -$41.9K -575 -2%
WC
575
Winmill & Co
New York
$2.12M – – –
21 22
23
24 25