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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 %
KTC
926
Kistler-Tiffany Companies
Pennsylvania
$690K – – –
OFW
927
Omnia Family Wealth
Florida
$690K +$11.2K +151 +2%
MPWT
928
MassMutual Private Wealth & Trust
Connecticut
$689K -$91.4K -1,253 -12%
LCM
929
Landscape Capital Management
New Jersey
$684K +$306K +4,199 +81%
FI
930
FormulaFolio Investments
Michigan
$683K -$34.4K -472 -5%
BSB
931
Bangor Savings Bank
Maine
$683K -$13.3K -182 -2%
FCA
932
FLC Capital Advisors
California
$683K +$53.9K +725 +9%
DF
933
Donoghue Forlines
Massachusetts
$682K -$4.05M -55,523 -86%
WLIM
934
White Lighthouse Investment Management
Massachusetts
$682K – – –
PA
935
Probity Advisors
Texas
$679K -$3.87K -53 -0.6%
WP
936
WealthSource Partners
California
$679K +$26.6K +365 +4%
CWA
937
Carolina Wealth Advisors
South Carolina
$678K +$211K +2,884 +45%
DS
938
DRW Securities
Illinois
$676K +$676K +9,290 New
MHIC
939
Marble Harbor Investment Counsel
Massachusetts
$674K +$182K +2,500 +37%
FG
940
Fiduciary Group
Georgia
$671K +$33.8K +463 +5%
SIM
941
Sonora Investment Management
Arizona
$665K +$6.13K +84 +0.9%
Koshinski Asset Management
942
Koshinski Asset Management
Illinois
$663K +$31.3K +429 +5%
FDCDDQ
943
Federation des caisses Desjardins du Quebec
Quebec, Canada
$662K -$58.7K -805 -8%
SAM
944
Strategy Asset Managers
California
$658K +$16.9K +232 +3%
ISWM
945
Independent Solutions Wealth Management
New York
$658K -$7.22K -99 -1%
EF
946
Exeter Financial
Arizona
$657K -$7.15K -98 -1%
EF
947
Empirical Finance
Pennsylvania
$656K +$235K +3,216 +56%
UBV
948
United Bank (Virginia)
Virginia
$654K -$137K -1,876 -17%
CA
949
Claro Advisors
Massachusetts
$653K +$23.4K +321 +4%
AWM
950
Adams Wealth Management
Utah
$648K -$2.04K -28 -0.3%
36 37
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