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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 %
GIBU
601
Gulf International Bank (UK)
United Kingdom
$1.88M – – –
ZIG
602
Zurich Insurance Group
Switzerland
$1.86M -$17.4M -238,977 -90%
KMWM
603
Keudell/Morrison Wealth Management
Oregon
$1.86M -$18.4K -252 -1%
BNP Paribas Asset Management
604
BNP Paribas Asset Management
France
$1.86M -$564K -7,736 -23%
PA
605
Profund Advisors
Maryland
$1.85M -$314K -4,302 -14%
MCM
606
Mengis Capital Management
Oregon
$1.85M -$14.2K -194 -0.8%
BC
607
Blackhill Capital
New Jersey
$1.84M -$111K -1,524 -6%
RT
608
Rockland Trust
Massachusetts
$1.84M -$84.2K -1,154 -4%
DIA
609
Dean Investment Associates
Ohio
$1.84M -$17.7K -243 -1%
CFA
610
Carroll Financial Associates
North Carolina
$1.83M +$12.6K +173 +0.7%
SVWAG
611
Sound View Wealth Advisors Group
Georgia
$1.83M -$76.2K -1,044 -4%
VFA
612
Valeo Financial Advisors
Indiana
$1.83M +$32.2K +427 +2%
AAI
613
American Assets Inc
California
$1.82M +$1.82M +25,000 New
DA
614
Doliver Advisors
Texas
$1.82M -$191K -2,547 -9%
AAS
615
Avantax Advisory Services
Texas
$1.81M -$8.81K -121 -0.5%
SSG
616
Summit Securities Group
New York
$1.8M -$1.97M -27,000 -52%
NWP
617
Northstar Wealth Partners
Connecticut
$1.8M +$34.8K +477 +2%
RL
618
Ruffer LLP
United Kingdom
$1.79M +$182K +2,500 +11%
THWM
619
Taylor Hoffman Wealth Management
Virginia
$1.78M -$136K -1,860 -7%
KCPG
620
Kavar Capital Partners Group
Kansas
$1.76M -$272K -3,725 -13%
SSB
621
Sandy Spring Bank
Maryland
$1.73M -$579K -7,935 -25%
CS
622
Comerica Securities
Michigan
$1.73M +$113K +1,526 +7%
HAIM
623
Hunter Associates Investment Management
Pennsylvania
$1.73M +$60K +822 +4%
LNWWM
624
Laird Norton Wetherby Wealth Management
California
$1.72M -$8.61K -118 -0.5%
RC
625
RegentAtlantic Capital
New Jersey
$1.72M -$3.5K -48 -0.2%
23 24
25
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