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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 %
JT
1026
Jump Trading
Illinois
$548K +$25.4K +348 +5%
AWM
1027
Avior Wealth Management
Nebraska
$546K -$82.3K -1,129 -13%
CAM
1028
Columbia Asset Management
Michigan
$545K -$4.89K -67 -0.9%
RIM
1029
Regent Investment Management
Kentucky
$545K – – –
PFM
1030
Parsec Financial Management
North Carolina
$542K -$52.8K -723 -9%
GC
1031
Gilbert & Cook
Iowa
$537K +$8.68K +119 +2%
SOAMC
1032
Spirit of America Management Corp
New York
$536K – – –
APWM
1033
Atlas Private Wealth Management
New York
$536K +$5.54K +76 +1%
SAM
1034
Security Asset Management
New York
$535K – – –
SBSB
1035
Sullivan, Bruyette, Speros & Blaney
Virginia
$534K +$76.6K +1,050 +17%
PFS
1036
Prospera Financial Services
Texas
$532K -$121K -1,662 -19%
CPA
1037
Capital Planning Advisors
California
$530K +$41.6K +570 +9%
WCAMG
1038
Woodard & Company Asset Management Group
North Carolina
$528K – – –
PVWM
1039
Point View Wealth Management
New Jersey
$527K -$35K -479 -6%
EFS
1040
Essex Financial Services
Connecticut
$525K -$361K -4,947 -41%
SFA
1041
Souders Financial Advisors
Ohio
$524K +$524K +7,187 New
1SB
1042
1ST Source Bank
Indiana
$523K -$70.3K -964 -12%
RMDI
1043
R.M. Davis Inc
Maine
$523K -$21.9K -300 -4%
WQ
1044
Wealth Quarterback
New Jersey
$521K -$1.78M -24,390 -77%
FBA
1045
Front Barnett Associates
Illinois
$518K -$19.9K -273 -4%
KWM
1046
Keebeck Wealth Management
Illinois
$517K – – –
BIM
1047
Barton Investment Management
Pennsylvania
$517K – – –
MW
1048
Marcum Wealth
Ohio
$515K +$9.99K +137 +2%
PIG
1049
Pantheon Investment Group
California
$511K -$37.9K -519 -7%
PBCM
1050
Point Break Capital Management
Florida
$511K – – –
40 41
42
43 44