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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 %
BWP
1051
Bernardo Wealth Planning
Pennsylvania
$511K +$5.03K +69 +1%
GIP
1052
Greatmark Investment Partners
Georgia
$508K -$5.48K -75 -1%
JIC
1053
Joel Isaacson & Co
New York
$507K -$6.79K -93 -1%
CSM
1054
CAMG Solamere Management
North Carolina
$506K -$49.3K -675 -9%
PFS
1055
Physicians Financial Services
North Carolina
$506K -$21.8K -298 -4%
OI
1056
Oakbrook Investments
Illinois
$503K -$1.51M -20,725 -75%
HGWM
1057
Harvest Group Wealth Management
Massachusetts
$503K +$33.3K +457 +7%
DY
1058
Dowling & Yahnke
California
$501K +$1.75K +24 +0.4%
FFG
1059
Frisch Financial Group
New York
$500K -$52.1K -716 -9%
PNC
1060
Park National Corp
Ohio
$500K -$1.39K -19 -0.3%
AWA
1061
Arete Wealth Advisors
Illinois
$499K -$31K -426 -6%
BFA
1062
Bragg Financial Advisors
North Carolina
$499K +$123K +1,691 +33%
FNBOSM
1063
First National Bank of South Miami
Florida
$498K -$3.72K -51 -0.7%
SSWM
1064
Sheets Smith Wealth Management
North Carolina
$495K +$169K +2,322 +52%
CAI
1065
Capital Advisors Inc
Oklahoma
$493K -$11.2K -154 -2%
CAAS
1066
Capital Asset Advisory Services
Michigan
$493K +$73.5K +1,068 +18%
PAI
1067
Pittenger & Anderson Inc
Nebraska
$492K – – –
TMAM
1068
Tokio Marine Asset Management
Japan
$491K +$105K +1,438 +27%
NA
1069
Navellier & Associates
Nevada
$490K -$4.59K -63 -0.9%
FMLI
1070
Fukoku Mutual Life Insurance
Japan
$489K – – –
SFS
1071
Strategic Financial Services
New York
$488K – – –
WA
1072
Wambolt & Associates
Colorado
$485K -$11.7K -160 -2%
CFG
1073
Cooper Financial Group
California
$484K +$133K +1,821 +38%
PL
1074
Plancorp LLC
Missouri
$480K -$51.3K -704 -10%
GC
1075
Grimes & Company
Massachusetts
$480K +$31.5K +432 +7%
41 42
43
44 45