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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 %
State of Wisconsin Investment Board
101
State of Wisconsin Investment Board
Wisconsin
$83.9M -$20.3M -278,008 -19%
Public Employees Retirement Association of Colorado
102
Public Employees Retirement Association of Colorado
Colorado
$83.6M -$605K -8,287 -0.7%
State of New Jersey Common Pension Fund D
103
State of New Jersey Common Pension Fund D
New Jersey
$82.4M – – –
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$80.3M +$9.14M +125,294 +13%
PAMU
105
Pictet Asset Management (UK)
United Kingdom
$79.5M -$5.63M -77,214 -7%
Caisse de Depot et Placement du Quebec (CDPQ)
106
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$75.8M +$7.18M +98,400 +10%
First Trust Advisors
107
First Trust Advisors
Illinois
$75.7M -$49.6M -679,577 -40%
VanEck Associates
108
VanEck Associates
New York
$75.2M -$6.3M -86,333 -8%
Barclays
109
Barclays
United Kingdom
$74.2M -$151M -2,073,452 -67%
Asset Management One
110
Asset Management One
Japan
$74.2M +$1.05M +14,444 +1%
CBT
111
Capital Bank & Trust
California
$73.9M -$942K -12,910 -1%
Kovitz Investment Group Partners
112
Kovitz Investment Group Partners
Illinois
$72.6M +$7.99M +109,513 +12%
Artisan Partners
113
Artisan Partners
Wisconsin
$72.1M +$21.6M +296,177 +43%
Aviva
114
Aviva
United Kingdom
$71.7M -$2.64M -36,215 -4%
Bank of Nova Scotia
115
Bank of Nova Scotia
Ontario, Canada
$66.2M -$67.7M -928,267 -51%
SOMRS
116
State of Michigan Retirement System
Michigan
$65.3M -$1.43M -19,600 -2%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$64.7M -$5.5M -75,421 -8%
M&T Bank
118
M&T Bank
New York
$63.7M -$4.19M -57,361 -6%
US Bancorp
119
US Bancorp
Minnesota
$63.7M -$1.47M -20,145 -2%
LCOV
120
London Company of Virginia
Virginia
$63M -$1.12M -15,417 -2%
CB
121
Cooke & Bieler
Pennsylvania
$61.9M -$6.86M -94,053 -10%
Royal London Asset Management
122
Royal London Asset Management
United Kingdom
$61.7M +$779K +10,739 +1%
SO
123
STRS Ohio
Ohio
$60.8M -$4M -54,790 -6%
ELI
124
Empire Life Investments
Ontario, Canada
$60.4M +$10.7M +146,561 +22%
CFC
125
Cincinnati Financial Corp
Ohio
$60.2M – – –
3 4
5
6 7