PM icon

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 %
AF
951
Arrow Financial
New York
$647K – – –
SIA
952
Strategic Investment Advisors
Michigan
$647K +$41.8K +573 +7%
DAM
953
Delta Asset Management
Tennessee
$646K -$35.7K -490 -5%
GVAG
954
Great Valley Advisor Group
Delaware
$645K -$365 -5 -0.1%
FFBTD
955
First Financial Bank - Trust Division
Ohio
$643K -$7.87K -108 -1%
APP
956
Avantax Planning Partners
Iowa
$642K -$1.22M -16,690 -65%
PFBT
957
Parkside Financial Bank & Trust
Missouri
$642K -$36.3K -497 -5%
ST
958
Smithfield Trust
Pennsylvania
$638K -$33.5K -459 -5%
SBH
959
Segall Bryant & Hamill
Illinois
$638K -$28.2K -388 -4%
KA
960
Kovack Advisors
Florida
$635K -$212K -2,902 -25%
EPWM
961
Essex Private Wealth Management
Massachusetts
$632K +$8.68K +119 +1%
FMC
962
First Merchants Corp
Indiana
$631K -$72.7K -997 -10%
DAM
963
Diamant Asset Management
Connecticut
$631K -$31.4K -430 -5%
UB
964
UMB Bank
Missouri
$629K -$265K -3,630 -30%
DWM
965
Dakota Wealth Management
Florida
$628K -$480K -6,584 -43%
SIM
966
Sterling Investment Management
Arizona
$628K -$14.7K -201 -2%
SJL
967
Shayne & Jacobs LLC
Tennessee
$627K – – –
MSA
968
Marino Stram & Associates
Massachusetts
$626K +$186K +2,544 +42%
SHA
969
Seneca House Advisors
Virginia
$621K -$7.47K -102 -1%
NAS
970
Nicolet Advisory Services
Wisconsin
$621K +$145K +1,983 +30%
PIMG
971
Patriot Investment Management Group
Tennessee
$620K +$137K +1,876 +28%
CST
972
Charles Schwab Trust
Nevada
$618K +$310K +4,251 +101%
GLA
973
Good Life Advisors
Pennsylvania
$615K -$13.3K -183 -2%
SXL
974
Summit X LLC
Missouri
$611K -$421K -5,836 -41%
BAC
975
Boys Arnold & Co
North Carolina
$606K -$730 -10 -0.1%
37 38
39
40 41