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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 %
YAM
626
Yacktman Asset Management
Texas
$1.72M -$96.7K -1,325 -5%
IAMOG
627
Investors Asset Management of Georgia
Georgia
$1.69M -$14.6K -200 -0.9%
1IA
628
1834 Investment Advisors
Wisconsin
$1.69M +$106K +1,450 +7%
CCP
629
Corient Capital Partners
California
$1.69M +$156K +2,143 +10%
OFG
630
OmniStar Financial Group
North Carolina
$1.69M +$23.3K +320 +1%
Luther King Capital Management (LKCM)
631
Luther King Capital Management (LKCM)
Texas
$1.68M -$96.5K -1,323 -5%
IA
632
IFP Advisors
Florida
$1.67M -$13.4K -189 -0.8%
DWA
633
Douglass Winthrop Advisors
New York
$1.67M -$1.26M -17,304 -43%
MNBTD
634
Moody National Bank Trust Division
Texas
$1.67M +$16.6K +227 +1%
PTC
635
Private Trust Company
Ohio
$1.65M -$944K -12,952 -36%
HPC
636
Hobart Private Capital
North Carolina
$1.64M +$93.8K +1,286 +6%
VA
637
Valmark Advisers
Ohio
$1.64M -$66K -905 -4%
BAM
638
Berkshire Asset Management
Pennsylvania
$1.63M +$67.8K +929 +4%
GBT
639
Grove Bank & Trust
Florida
$1.63M -$102K -1,394 -6%
TAM
640
Todd Asset Management
Kentucky
$1.62M +$2.63K +36 +0.2%
TYCC
641
Texas Yale Capital Corp
Florida
$1.62M +$298K +4,085 +23%
WT
642
Washington Trust
Rhode Island
$1.61M +$282K +3,860 +21%
PCM
643
Poehling Capital Management
Wisconsin
$1.61M -$1.46K -20 -0.1%
GP
644
Greenline Partners
New York
$1.6M -$1.64M -22,528 -51%
GJIC
645
Gamble Jones Investment Counsel
California
$1.6M -$59.1K -810 -4%
AC
646
Addison Capital
Pennsylvania
$1.6M +$622K +8,523 +64%
RCM
647
Radnor Capital Management
Pennsylvania
$1.59M -$76.6K -1,050 -5%
JWBC
648
J.W. Burns & Co
New York
$1.58M -$158K -2,160 -9%
PHS
649
Pekin Hardy Strauss
Illinois
$1.58M +$11.8K +162 +0.8%
ED
650
Exane Derivatives
France
$1.58M -$156K -2,138 -9%
24 25
26
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