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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 %
LNB
751
Ledyard National Bank
$1.16M -$34K -466 -3%
FNT
752
First National Trust
Pennsylvania
$1.15M -$63K -864 -5%
AIM
753
Anchor Investment Management
South Carolina
$1.15M +$71.1K +975 +7%
FNBTCON
754
First National Bank & Trust Co of Newtown
Pennsylvania
$1.14M -$47.6K -652 -4%
SSWM
755
Smith Salley Wealth Management
North Carolina
$1.13M -$31.5K -432 -3%
Fisher Asset Management
756
Fisher Asset Management
Washington
$1.13M -$3.31M -45,391 -75%
TPA
757
Trivium Point Advisory
Connecticut
$1.12M -$9.03K -121 -0.8%
RMSCM
758
R.M. Sincerbeaux Capital Management
New York
$1.12M – – –
PAM
759
Paradigm Asset Management
New York
$1.12M – – –
WDA
760
Wendell David Associates
New Hampshire
$1.12M -$36.6K -502 -3%
ACS
761
Archford Capital Strategies
Illinois
$1.12M -$29.2K -400 -3%
OPS
762
Orion Portfolio Solutions
Nebraska
$1.11M -$217K -2,972 -16%
NCM
763
Northside Capital Management
Oregon
$1.11M -$27.8K -381 -2%
CFA
764
CWS Financial Advisors
Michigan
$1.11M -$550K -6,462 -33%
Cetera Investment Advisers
765
Cetera Investment Advisers
Illinois
$1.1M -$6.49K -89 -0.6%
AAS
766
Annex Advisory Services
Wisconsin
$1.1M +$14.8K +203 +1%
CB
767
CNB Bank
Pennsylvania
$1.1M +$97K +1,329 +10%
ARMT
768
Amica Retiree Medical Trust
Rhode Island
$1.1M +$268K +3,666 +32%
SACTSONJ
769
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.09M – – –
NFG
770
Next Financial Group
Texas
$1.09M -$820K -11,183 -43%
CBN
771
Cadence Bank NA
Texas
$1.09M -$49.5K -678 -4%
WSCM
772
Wellington Shields Capital Management
New York
$1.08M -$36.4K -499 -3%
LA
773
Lynch & Associates
Indiana
$1.08M +$28.5K +391 +3%
NCM
774
Noesis Capital Mangement
Florida
$1.08M -$21.9K -300 -2%
Carson Wealth (CWM LLC)
775
Carson Wealth (CWM LLC)
Nebraska
$1.08M – – –
29 30
31
32 33