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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 %
FCCM
1001
First City Capital Management
Georgia
$572K -$189K -2,595 -25%
BPCA
1002
Bank Pictet & Cie (Asia)
Singapore
$571K -$33.6K -460 -6%
LFAS
1003
Level Four Advisory Services
Texas
$570K -$198K -2,724 -26%
TCM
1004
Traynor Capital Management
Pennsylvania
$569K -$68.2K -935 -11%
PWPS
1005
Pinnacle Wealth Planning Services
Ohio
$569K +$93.3K +1,281 +20%
SRC
1006
Sage Rhino Capital
California
$567K -$28.4K -389 -5%
CB
1007
Community Bank
New York
$566K – – –
CPO
1008
Cerity Partners OCIO
New York
$563K -$31.7K -435 -5%
GC
1009
Grace Capital
Massachusetts
$562K -$51.1K -700 -8%
LTI
1010
Laffer Tengler Investments
Tennessee
$561K -$16.9K -231 -3%
FLPIM
1011
F.L. Putnam Investment Management
Massachusetts
$560K -$375K -5,134 -40%
PC
1012
Permit Capital
Pennsylvania
$558K – – –
BDF
1013
Balasa Dinverno & Foltz
$557K -$134K -1,839 -19%
EIP
1014
Ellis Investment Partners
Pennsylvania
$555K +$12.2K +171 +2%
CCM
1015
Chilton Capital Management
Texas
$554K -$43.7K -600 -7%
LBD
1016
Landsberg Bennett & Dubbaneh
Florida
$554K +$76.6K +1,031 +16%
JAFL
1017
Jay A. Fishman Ltd
Michigan
$553K -$22.5K -308 -4%
HR
1018
Hayden Royal
North Carolina
$553K +$194K +2,611 +54%
IA
1019
IFG Advisors
Missouri
$551K – – –
MCM
1020
Manchester Capital Management
Vermont
$551K – – –
CCM
1021
Crossvault Capital Management
Texas
$551K – – –
BAS
1022
Brown Advisory Securities
Maryland
$551K +$23.1K +305 +4%
VCS
1023
Vaughan & Co Securities
New Jersey
$550K – – –
TWA
1024
TCI Wealth Advisors
Arizona
$550K +$34.4K +472 +7%
ACM
1025
AlphaCrest Capital Management
New York
$549K -$26.9K -369 -5%
39 40
41
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