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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 %
LF
651
Lee Financial
Texas
$1.57M +$315K +4,322 +25%
SW
652
SteelPeak Wealth
California
$1.57M +$447K +6,128 +40%
P
653
Pitcairn
Pennsylvania
$1.56M +$358K +4,903 +30%
HFM
654
Hartford Financial Management
Connecticut
$1.55M -$1.53K -21 -0.1%
WF
655
Welch & Forbes
Massachusetts
$1.53M -$134K -1,839 -8%
HI
656
Human Investing
Oregon
$1.53M -$107K -1,468 -7%
SC
657
Sepio Capital
Utah
$1.52M +$695K +9,528 +84%
MCG
658
MACRO Consulting Group
New Jersey
$1.52M +$64.5K +916 +4%
EIP
659
Easterly Investment Partners
Massachusetts
$1.5M +$1.23M +16,875 +461%
MC
660
Moors & Cabot
Massachusetts
$1.49M -$75K -1,027 -5%
TCPWM
661
Traverso Chambers Private Wealth Management
California
$1.48M -$273K -3,740 -16%
MA
662
Mutual Advisors
Nebraska
$1.47M +$271K +3,721 +23%
AAIM
663
American Assets Investment Management
California
$1.46M – – –
AR
664
Advisory Research
Illinois
$1.46M +$316K +4,332 +28%
BHBT
665
Burke & Herbert Bank & Trust
Virginia
$1.46M -$2.19K -30 -0.2%
CNBT
666
Canandaigua National Bank & Trust
New York
$1.44M -$396K -5,432 -22%
LMAM
667
Legg Mason Asset Management
Japan
$1.44M +$79K +1,082 +6%
BMC
668
Beaton Management Company
Massachusetts
$1.43M -$105K -1,433 -7%
NCM
669
Narwhal Capital Management
Georgia
$1.43M -$56.8K -778 -4%
SFA
670
Semmax Financial Advisors
North Carolina
$1.42M +$126K +1,720 +10%
LWAC
671
Laurel Wealth Advisors (California)
California
$1.42M -$150K -2,059 -10%
HH
672
Hilltop Holdings
Texas
$1.42M +$155K +2,120 +12%
BWM
673
Buckley Wealth Management
Nevada
$1.41M +$217K +2,970 +18%
BFS
674
Bradley Foster & Sargent
Connecticut
$1.41M -$77K -1,055 -5%
CG
675
Caprock Group
Idaho
$1.4M +$514K +6,963 +58%
25 26
27
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