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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 %
HIA
1201
Harbor Investment Advisory
Maryland
$359K -$5.11K -70 -1%
ESB
1202
Essex Savings Bank
Connecticut
$359K +$2.27K +31 +0.6%
BCM
1203
Bayesian Capital Management
New York
$358K -$1.96M -26,800 -85%
ATFA
1204
All Terrain Financial Advisors
Minnesota
$358K -$7.3K -100 -2%
PIA
1205
Pinion Investment Advisors
Kansas
$358K +$66.6K +913 +23%
MWM
1206
Mission Wealth Management
California
$357K -$159K -2,176 -31%
PJSIMP
1207
P.J. Schmidt Investment Management (PJS)
Wisconsin
$357K -$16.7K -229 -4%
WA
1208
Waverly Advisors
Alabama
$357K +$36.7K +503 +11%
MWM
1209
Modera Wealth Management
New Jersey
$356K +$115K +1,572 +48%
OWD
1210
Osborn Williams & Donohoe
Ohio
$355K -$7.15K -98 -2%
IC
1211
InterOcean Capital
Illinois
$354K -$80.3K -1,100 -18%
DIM
1212
Delta Investment Management
California
$354K -$38.2K -525 -10%
TIA
1213
Traphagen Investment Advisors
New Jersey
$353K – – –
BHIA
1214
Birch Hill Investment Advisors
Massachusetts
$350K – – –
AP
1215
Atwood & Palmer
Missouri
$350K +$14.6K +200 +4%
FNBOO
1216
First National Bank of Omaha
Nebraska
$349K -$254K -3,478 -42%
MWM
1217
Madison Wealth Management
Ohio
$349K -$30.6K -420 -8%
SWA
1218
Sutton Wealth Advisors
Florida
$348K -$26.3K -360 -7%
WAP
1219
Wealthcare Advisory Partners
Pennsylvania
$347K -$125K -1,709 -26%
PMFA
1220
Plante Moran Financial Advisors
Michigan
$347K -$49.3K -675 -12%
APW
1221
Acima Private Wealth
Virginia
$347K -$27K -370 -7%
RDWM
1222
Red Door Wealth Management
Tennessee
$344K -$17.1K -235 -5%
OSAM
1223
O'Shaughnessy Asset Management
Connecticut
$344K +$177K +2,430 +106%
FANJ
1224
Financial Architects (New Jersey)
New Jersey
$342K -$41.4K -568 -11%
STA
1225
Summit Trail Advisors
New York
$341K +$341K +4,597 New
47 48
49
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