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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 %
OIS
726
Okabena Investment Services
Minnesota
$1.24M -$145K -1,993 -10%
BCM
727
Bluefin Capital Management
New York
$1.24M -$4.9M -67,172 -80%
CAM
728
Cozad Asset Management
Illinois
$1.24M – – –
SLT
729
St Louis Trust
Missouri
$1.23M – – –
MA
730
Montag & Associates
Georgia
$1.23M – – –
SC
731
Stolper & Co
Oklahoma
$1.23M +$1.23M +16,866 New
PNAA
732
Pictet North America Advisors
Switzerland
$1.23M +$51.2K +701 +4%
WA
733
Wealth Alliance
New York
$1.22M -$108K -1,481 -8%
SW
734
SVB Wealth
Massachusetts
$1.22M -$100K -1,373 -8%
GFA
735
Gifford Fong Associates
California
$1.22M – – –
GIP
736
Granite Investment Partners
California
$1.22M – – –
WP
737
WMS Partners
Maryland
$1.22M -$3.43K -47 -0.3%
WSC
738
Wellington Shields & Co
New York
$1.21M +$219K +3,000 +22%
IA
739
Icon Advisers
Colorado
$1.2M -$73K -1,000 -6%
CIM
740
Corda Investment Management
Texas
$1.2M -$602K -8,257 -33%
FHB
741
First Hawaiian Bank
Hawaii
$1.19M -$202K -2,763 -14%
MAM
742
Meeder Asset Management
Ohio
$1.19M -$199K -2,726 -14%
FA
743
FMA Advisory
Pennsylvania
$1.19M +$802 +11 +0.1%
EP
744
Eudaimonia Partners
Tennessee
$1.19M -$29.1K -399 -2%
WHG
745
Westwood Holdings Group
Texas
$1.19M -$219K -2,995 -16%
S
746
SignatureFD
Georgia
$1.18M -$194K -2,653 -14%
RMAM
747
Raab & Moskowitz Asset Management
New Jersey
$1.18M +$7.44K +102 +0.6%
KFGK
748
Keystone Financial Group (Kentucky)
Kentucky
$1.17M -$3.43K -47 -0.3%
NMIMC
749
Northwestern Mutual Investment Management Company
Wisconsin
$1.17M – – –
NA
750
NewEdge Advisors
Louisiana
$1.17M +$158K +2,159 +16%
28 29
30
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