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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 %
OPTFSNA
776
Old Point Trust & Financial Services N A
Virginia
$1.08M -$1.09K -15 -0.1%
KCM
777
Kanawha Capital Management
Virginia
$1.07M +$35K +480 +3%
FIM
778
Freedom Investment Management
Connecticut
$1.07M -$30.8K -352 -3%
MCM
779
Murphy Capital Management
New Jersey
$1.07M -$45.6K -625 -4%
CFG
780
Citizens Financial Group
Rhode Island
$1.07M +$256K +3,485 +32%
PWW
781
Pettyjohn Wood & White
Virginia
$1.07M +$16.8K +230 +2%
WSTAM
782
Wilbanks Smith & Thomas Asset Management
Virginia
$1.06M -$424K -5,811 -29%
GT
783
Greenleaf Trust
Michigan
$1.05M -$110K -1,505 -9%
KA
784
KLCM Advisors
Wisconsin
$1.05M +$365 +5 +0%
TW
785
TrinityPoint Wealth
Connecticut
$1.05M +$34.1K +467 +3%
Loomis, Sayles & Company
786
Loomis, Sayles & Company
Massachusetts
$1.04M -$1.07M -14,642 -51%
FHA
787
First Horizon Advisors
Tennessee
$1.04M -$209K -2,861 -17%
DSC
788
Duncker Streett & Co
Missouri
$1.04M -$5.76K -79 -0.5%
IB
789
Intrust Bank
Kansas
$1.04M +$354K +4,846 +52%
TNB
790
TCF National Bank
South Dakota
$1.04M -$18.2K -250 -2%
CRIG
791
Charter Research & Investment Group
Connecticut
$1.03M – – –
BAM
792
Belpointe Asset Management
Nevada
$1.03M -$228K -3,121 -18%
CIP
793
Convergence Investment Partners
Florida
$1.03M +$815K +11,181 +386%
MHS
794
M Holdings Securities
Oregon
$1.03M +$1.03M +14,078 New
JIR
795
James Investment Research
Ohio
$1.02M -$1.13M -15,423 -52%
CFGS
796
Concourse Financial Group Securities
Alabama
$1.02M +$219K +2,951 +27%
SC
797
SouthState Corp
Florida
$1.02M -$13.6K -187 -1%
SDWIA
798
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.01M +$8.02K +110 +0.8%
RIL
799
Rothschild Investment LLC
Illinois
$1.01M -$84.7K -1,160 -8%
PP
800
Palladium Partners
Virginia
$1.01M -$1.02K -14 -0.1%
30 31
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