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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 %
LPIC
1151
LeJeune Puetz Investment Counsel
Michigan
$398K -$50.8K -696 -11%
FTC
1152
Farmers Trust Company
Ohio
$397K -$70.5K -967 -15%
MIM
1153
Marco Investment Management
Georgia
$397K -$2.63K -36 -0.7%
SMFS
1154
Squar Milner Financial Services
California
$397K +$74.1K +1,018 +23%
BHTS
1155
Bar Harbor Trust Services
Maine
$393K -$8.45K -116 -2%
LSAG
1156
Lake Street Advisors Group
New Hampshire
$393K +$109K +1,501 +39%
WIC
1157
Whitegate Investment Counselors
New Hampshire
$390K -$68.8K -942 -15%
TBNY
1158
Trustco Bank (New York)
New York
$387K -$69.1K -946 -15%
CGA
1159
Crescent Grove Advisors
Illinois
$387K +$74 +1 +0%
H
1160
HoyleCohen
California
$387K +$3.13K +43 +0.8%
BWP
1161
Baldwin Wealth Partners
Massachusetts
$385K -$383K -5,245 -50%
GIM
1162
Greylin Investment Management
Virginia
$385K – – –
FAIM
1163
Financial Advocates Investment Management
Washington
$385K +$109K +1,492 +39%
LWA
1164
Lenox Wealth Advisors
New York
$384K -$292 -4 -0.1%
CTA
1165
Colonial Trust Advisors
South Carolina
$383K -$7.37K -101 -2%
SP
1166
Symmetry Partners
Connecticut
$381K -$283K -3,881 -43%
HWA
1167
HCR Wealth Advisors
California
$381K -$2.19K -30 -0.6%
HB
1168
Horizon Bancorp
Indiana
$380K +$31.3K +429 +9%
EGA
1169
E&G Advisors
Texas
$379K -$29.2K -400 -7%
IPW
1170
Inlet Private Wealth
Florida
$379K – – –
TFO
1171
Tarbox Family Office
California
$378K +$14.3K +196 +4%
CHC
1172
City Holding Co
West Virginia
$377K -$10.4K -143 -3%
DHFB
1173
Dixon Hubard Feinour & Brown
Virginia
$375K +$13.9K +191 +4%
PA
1174
Procyon Advisors
Connecticut
$372K -$11.4K -156 -3%
CPSAC
1175
Chas P. Smith & Associates (CPS)
Florida
$371K -$9.57K -131 -3%
45 46
47
48 49