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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 %
SWP
801
Strategic Wealth Partners
Ohio
$997K – – –
NSIM
802
North Star Investment Management
Illinois
$992K -$155K -2,121 -13%
DT
803
Diversified Trust
Tennessee
$991K +$23.5K +322 +2%
CC
804
Cedar Capital
Illinois
$989K -$59.3K -812 -6%
RCAG
805
Rehmann Capital Advisory Group
Michigan
$988K +$988K +13,535 New
PA
806
Planning Alternatives
Michigan
$987K – – –
LNC
807
Lincoln National Corp
Pennsylvania
$978K +$190K +2,606 +24%
IA
808
IFG Advisory
Georgia
$976K -$49.6K -680 -5%
BP
809
BBR Partners
New York
$976K – – –
ACM
810
Adalta Capital Management
New York
$969K -$90.7K -1,225 -9%
BCP
811
Berkeley Capital Partners
Georgia
$966K -$300K -4,115 -24%
MC
812
Miles Capital
Iowa
$963K +$86.4K +1,185 +10%
BJL
813
Brighton Jones LLC
Washington
$956K -$41.7K -572 -4%
BCM
814
Brookstone Capital Management
Illinois
$947K -$596K -8,171 -39%
TI
815
Truehand Inc
New Hampshire
$947K – – –
PI
816
Putnam Investments
Massachusetts
$944K -$246K -3,367 -21%
CWM
817
Cornerstone Wealth Management
Missouri
$939K +$50.8K +697 +6%
VAS
818
Valicenti Advisory Services
New York
$930K -$23.3K -320 -2%
CT
819
Coastline Trust
Rhode Island
$930K -$10.6K -145 -1%
WS
820
Wedbush Securities
California
$929K +$45.1K +618 +5%
WPW
821
Waldron Private Wealth
Pennsylvania
$928K -$456K -6,153 -33%
TRCT
822
Tower Research Capital (TRC)
New York
$921K +$776K +10,632 +534%
RIM
823
Rampart Investment Management
Connecticut
$918K -$399K -5,474 -30%
BAM
824
Barrett Asset Management
New York
$917K -$98.4K -1,348 -10%
CG
825
Cutler Group
California
$914K -$519K -7,118 -36%
31 32
33
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