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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 %
EFSCE
1076
Enterprise Financial Services Corp (EFSC)
Missouri
$480K +$37.1K +508 +8%
TGAM
1077
TBH Global Asset Management
Tennessee
$480K +$228K +3,125 +91%
GSBTD
1078
Glenview State Bank Trust Department
Illinois
$478K – – –
PWAP
1079
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$478K +$24.6K +336 +5%
CPIG
1080
Chicago Partners Investment Group
Illinois
$477K -$5.85K -75 -1%
MSS
1081
Mitchell Sinkler & Starr
Pennsylvania
$477K – – –
TBA
1082
Tower Bridge Advisors
Pennsylvania
$477K -$101K -1,390 -18%
LOAMS
1083
Lombard Odier Asset Management (Switzerland)
Switzerland
$476K -$91.7K -1,255 -16%
RA
1084
RFG Advisory
Alabama
$473K +$84K +1,150 +22%
CIA
1085
Choate Investment Advisors
Massachusetts
$472K -$76.5K -1,050 -14%
BW
1086
Bison Wealth
Georgia
$472K +$1.9K +26 +0.4%
LWM
1087
Laidlaw Wealth Management
New York
$470K +$19.5K +267 +4%
SG
1088
StoneX Group
New York
$469K +$79.3K +1,070 +20%
V
1089
VeraBank
Texas
$465K – – –
CFS
1090
CRA Financial Services
New Jersey
$465K +$36.1K +495 +8%
DWT
1091
Dorsey & Whitney Trust
South Dakota
$461K -$5.47K -75 -1%
MGAM
1092
McGowan Group Asset Management
Texas
$459K – – –
BCA
1093
Berman Capital Advisors
Georgia
$459K +$114K +1,567 +33%
NIM
1094
Northeast Investment Management
Massachusetts
$457K -$17.4K -239 -4%
MPM
1095
Meritage Portfolio Management
Kansas
$457K +$146 +2 +0%
DAC
1096
Dividend Assets Capital
South Carolina
$456K – – –
RCA
1097
Ranch Capital Advisors
Florida
$456K – – –
SC
1098
SRB Corp
Massachusetts
$449K – – –
SIA
1099
Sit Investment Associates
Minnesota
$445K – – –
CWM
1100
Chesapeake Wealth Management
Virginia
$443K -$12.8K -175 -3%
42 43
44
45 46