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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 %
DBRC
826
D.B. Root & Company
Pennsylvania
$914K +$41.7K +572 +5%
ET
827
Equitable Trust
Tennessee
$914K +$42.7K +585 +5%
IC
828
IEQ Capital
California
$912K +$193K +2,648 +27%
DAS
829
Dynamic Advisor Solutions
Arizona
$910K -$336K -4,609 -27%
WTB
830
Washington Trust Bank
Washington
$910K -$80.4K -1,101 -8%
HB
831
Homrich & Berg
Georgia
$909K -$53.9K -738 -6%
PP
832
Paloma Partners
Connecticut
$908K -$314K -4,298 -26%
NO
833
Ninety One
South Africa
$908K – – –
MCM
834
Monarch Capital Management
Indiana
$906K -$127K -1,738 -12%
IIA
835
ICW Investment Advisors
Arizona
$905K +$55.4K +760 +7%
SCM
836
Shelton Capital Management
Colorado
$899K – – –
EHC
837
Everett Harris & Co
California
$896K +$411K +5,637 +85%
TPWA
838
TRUE Private Wealth Advisors
Oregon
$886K -$242K -3,268 -21%
ZF
839
Zhang Financial
Michigan
$879K -$21.6K -296 -2%
CIC
840
Canal Insurance Company
South Carolina
$876K – – –
CPR
841
CSU Producer Resources
Ohio
$876K – – –
CCM
842
Coldstream Capital Management
Washington
$874K -$62.1K -851 -7%
WCM
843
Weik Capital Management
Pennsylvania
$869K -$29.2K -400 -3%
IFAM
844
Institutional & Family Asset Management
Colorado
$862K -$73 -1 -0%
FQ
845
First Quadrant
California
$849K -$81.4K -1,115 -9%
MFG
846
MidWestOne Financial Group
Iowa
$849K – – –
IWP
847
Icon Wealth Partners
Texas
$848K +$2.48K +34 +0.3%
SLF
848
Sun Life Financial
Ontario, Canada
$846K +$1.9K +26 +0.2%
WAM
849
Wealthspire Advisors (Maryland)
Maryland
$845K -$215K -2,943 -20%
AHB
850
Abner Herrman & Brock
New Jersey
$844K +$40.9K +561 +5%
32 33
34
35 36