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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 %
PA
851
Parallel Advisors
California
$842K -$407K -5,588 -33%
OIA
852
OneDigital Investment Advisors
Kansas
$841K +$39.9K +561 +5%
AIS
853
American Investment Services
Massachusetts
$840K +$840K +11,513 New
GIM
854
Guardian Investment Management
California
$839K +$839K +11,500 New
CCA
855
Cobblestone Capital Advisors
New York
$838K -$31K -425 -4%
CWM
856
Circle Wealth Management
New Jersey
$837K +$570K +7,815 +214%
CS
857
Cannell & Spears
New York
$835K -$37.7K -516 -4%
CAN
858
Claraphi Advisory Network
United States
$835K -$4.38K -60 -0.5%
EWM
859
Endurance Wealth Management
Rhode Island
$835K – – –
TSWM
860
Triangle Securities Wealth Management
North Carolina
$834K -$47.3K -648 -5%
LIM
861
Leavell Investment Management
Alabama
$832K -$146K -1,975 -15%
SFA
862
Sequoia Financial Advisors
Ohio
$831K +$436K +5,976 +110%
FWM
863
Frontier Wealth Management
Missouri
$830K +$104K +1,420 +14%
EWA
864
EP Wealth Advisors
California
$829K +$33.2K +455 +4%
IC
865
Inscription Capital
Texas
$828K -$19.4K -261 -2%
CP
866
Covenant Partners
Tennessee
$828K +$324K +4,448 +64%
MIA
867
MainStreet Investment Advisors
Illinois
$827K +$648K +8,883 +362%
AWM
868
Altavista Wealth Management
North Carolina
$821K +$72.9K +1,000 +10%
IBOK
869
Independence Bank of Kentucky
Kentucky
$818K +$559K +7,665 +216%
GRP
870
Global Retirement Partners
California
$816K +$8.61K +118 +1%
MRCM
871
M&R Capital Management
New Jersey
$814K -$2.7K -37 -0.3%
TCOO
872
Trust Company of Oklahoma
Oklahoma
$811K +$21.9K +300 +3%
AFP
873
Ausdal Financial Partners
Iowa
$809K -$99.5K -1,295 -11%
NRS
874
Neville Rodie & Shaw
New York
$809K -$5.11K -70 -0.6%
ISB
875
Iowa State Bank
Iowa
$809K -$4.74K -65 -0.6%
33 34
35
36 37