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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 %
CGH
701
Crossmark Global Holdings
Texas
$1.31M +$90.2K +1,236 +7%
XF
702
XML Financial
Maryland
$1.31M +$46.8K +641 +4%
BCP
703
Blackhawk Capital Partners
Wisconsin
$1.3M +$1.3M +15,270 New
APA
704
American Portfolios Advisors
New York
$1.3M -$110K -1,514 -8%
ISL
705
Ingalls & Snyder LLC
New York
$1.3M -$12.3K -169 -0.9%
BDWM
706
Brewin Dolphin Wealth Management
Ireland
$1.3M -$14.6K -200 -1%
DPIM
707
Duff & Phelps Investment Management
Illinois
$1.3M +$31.4K +430 +2%
WI
708
WrapManager Inc
California
$1.29M -$17.4K -239 -1%
ANI
709
American National Insurance
Texas
$1.29M – – –
BPB
710
Badgley, Phelps & Bell
Washington
$1.28M -$71.4K -979 -5%
FMBTD
711
First Midwest Bank Trust Division
Illinois
$1.28M -$65.3K -895 -5%
BFEC
712
Benjamin F. Edwards & Company
Missouri
$1.28M +$3.72K +51 +0.3%
MIAN
713
Mariner Independent Advisor Network
Kansas
$1.28M -$298K -4,165 -19%
MPCG
714
Matrix Private Capital Group
New York
$1.28M -$82.7K -1,115 -6%
AG
715
Algert Global
California
$1.27M -$559K -7,660 -31%
MJRIC
716
Mogy Joel R Investment Counsel
California
$1.27M – – –
WI
717
Wintrust Investments
Illinois
$1.27M +$40.5K +555 +3%
TCOV
718
Trust Company of Vermont
Vermont
$1.27M +$79.6K +1,091 +7%
GAG
719
GM Advisory Group
New York
$1.27M +$1.27M +17,363 New
ACP
720
Ashfield Capital Partners
California
$1.26M -$14.6K -200 -1%
CAG
721
Csenge Advisory Group
Florida
$1.26M +$344K +4,712 +37%
BSW
722
Buckingham Strategic Wealth
Missouri
$1.26M -$30.8K -422 -2%
WG
723
Welch Group
Alabama
$1.25M +$824K +11,296 +195%
ST
724
Spinnaker Trust
Maine
$1.24M +$7.44K +102 +0.6%
FVWA
725
Foster Victor Wealth Advisors
South Carolina
$1.24M +$270K +3,731 +28%
27 28
29
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