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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 %
PWSG
876
Pacific Wealth Strategies Group
California
$805K -$4.38K -60 -0.5%
EH
877
Equitable Holdings
New York
$796K +$40.9K +561 +5%
CSC
878
Cove Street Capital
California
$795K – – –
EGM
879
Engineers Gate Manager
New York
$793K +$135K +1,854 +21%
CGL
880
Clarius Group LLC
Washington
$784K +$23K +316 +3%
EM
881
Excalibur Management
Massachusetts
$783K -$21.9K -300 -3%
EH
882
Employers Holdings
Nevada
$781K – – –
HIC
883
Harvey Investment Company
Kentucky
$778K – – –
SNT
884
Security National Trust
West Virginia
$778K +$66.6K +914 +9%
FAM
885
Fred Alger Management
New York
$776K +$776K +10,631 New
BPCE
886
Bank Pictet & Cie (Europe)
Germany
$774K -$118K -1,620 -13%
RIA
887
Realta Investment Advisors
Delaware
$772K -$6.64K -91 -0.9%
MCM
888
Maryland Capital Management
Maryland
$771K -$654K -8,974 -46%
WJWM
889
Williams Jones Wealth Management
New York
$770K +$24.6K +337 +3%
MAM
890
Martingale Asset Management
Massachusetts
$768K – – –
XS
891
XR Securities
Illinois
$766K -$62.2K -853 -8%
PP
892
Patten & Patten
Tennessee
$766K +$219 +3 +0%
AIM
893
Alambic Investment Management
California
$765K +$765K +10,488 New
HPCM
894
High Pointe Capital Management
Illinois
$762K +$45.9K +630 +6%
SW
895
SkyOak Wealth
Michigan
$761K -$73 -1 -0%
MSAM
896
Moloney Securities Asset Management
Missouri
$760K +$73 +1 +0%
NB
897
Nicolet Bankshares
Wisconsin
$757K – – –
ALAM
898
Asahi Life Asset Management
Japan
$757K +$614K +8,410 +429%
QCG
899
Quadrant Capital Group
Ohio
$755K -$175K -2,404 -19%
IIM
900
Ipswich Investment Management
Massachusetts
$753K -$10.9K -150 -1%
34 35
36
37 38