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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 %
AMC
1176
Asset Management Corp
Illinois
$371K +$1.09K +15 +0.3%
CBT
1177
Central Bank & Trust
Kentucky
$370K -$14.6K -200 -4%
WPIC
1178
White Pine Investment Company
Michigan
$370K – – –
RMC
1179
Resources Management Corp
Connecticut
$369K – – –
SWP
1180
Summit Wealth Partners
Florida
$368K -$44.4K -609 -11%
ZCA
1181
Zeke Capital Advisors
Pennsylvania
$368K -$1.09M -14,953 -75%
SCM
1182
Southport Capital Management
Tennessee
$368K +$8.76K +120 +2%
WA
1183
WP Advisors
California
$368K +$13.3K +183 +4%
SCM
1184
Schnieders Capital Management
California
$366K -$6.57K -90 -2%
BC
1185
Burney Company
Virginia
$365K -$64.5K -883 -15%
MPI
1186
Mairs & Power Inc
Minnesota
$365K -$7.3K -100 -2%
WHRC
1187
W.H. Reaves & Co
New Jersey
$365K – – –
NQWM
1188
Northwest Quadrant Wealth Management
Oregon
$364K -$38.9K -555 -10%
B
1189
Bellecapital
Switzerland
$364K +$3.57K +49 +1%
AP
1190
Americana Partners
Texas
$364K +$65.6K +892 +22%
HBT
1191
Hills Bank & Trust
Iowa
$363K -$3.66K -50 -1%
PCM
1192
Parsons Capital Management
Rhode Island
$363K -$656 -9 -0.2%
PWM
1193
PBMares Wealth Management
Virginia
$363K +$24.3K +334 +7%
FNFDCM
1194
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$362K – – –
CF
1195
Corrigan Financial
Rhode Island
$361K – – –
DJSG
1196
D.J. St. Germain
Massachusetts
$361K -$36.2K -497 -9%
EDRH
1197
Edmond de Rothschild Holding
Switzerland
$361K – – –
BHWM
1198
Bay Harbor Wealth Management
Maryland
$360K +$13.4K +183 +4%
WAM
1199
Weatherly Asset Management
California
$359K -$14.5K -198 -4%
BCP
1200
Blue Chip Partners
Michigan
$359K -$9.2K -126 -2%
46 47
48
49 50