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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 %
1WA
1226
180 Wealth Advisors
Washington
$340K -$134K -1,807 -28%
EDRIA
1227
Edmonds Duncan Registered Investment Advisors
Kansas
$340K -$3.65K -50 -1%
BFG
1228
Beacon Financial Group
Texas
$340K +$4.57K +63 +1%
WWM
1229
Willingdon Wealth Management
North Carolina
$338K -$671K -9,206 -67%
SIA
1230
Soltis Investment Advisors
Utah
$338K +$59.4K +815 +21%
FCFC
1231
First Commonwealth Financial Corp
Pennsylvania
$338K +$161K +2,215 +91%
JC
1232
Jacobs & Co
California
$337K – – –
BS
1233
Boenning & Scattergood
Pennsylvania
$336K -$7.29K -100 -2%
CIM
1234
Cambria Investment Management
California
$336K +$42K +576 +14%
MCWS
1235
McKinley Carter Wealth Services
West Virginia
$335K -$200K -2,743 -37%
CHA
1236
Carmichael Hill & Associates
Maryland
$335K – – –
GCM
1237
Grisanti Capital Management
New York
$334K – – –
BWM
1238
BCS Wealth Management
Tennessee
$334K +$126K +1,720 +60%
CCT
1239
Country Club Trust
Missouri
$331K -$21.6K -297 -6%
WFM
1240
Wolff Financial Management
Michigan
$330K – – –
EWM
1241
Empirical Wealth Management
Washington
$330K +$19.9K +273 +6%
FHA
1242
Flagship Harbor Advisors
Massachusetts
$329K -$178K -2,445 -35%
FIM
1243
Frontier Investment Management
Texas
$328K -$97K -1,332 -23%
LA
1244
LVW Advisors
New York
$328K -$75.2K -1,030 -19%
NG
1245
Northstar Group
New York
$328K -$10.9K -150 -3%
VIM
1246
Veritas Investment Management
United Kingdom
$328K – – –
BRWM
1247
B. Riley Wealth Management
Tennessee
$328K +$66.5K +910 +25%
CCG
1248
Ceeto Capital Group
Florida
$326K +$36.6K +493 +13%
RFN
1249
RDA Financial Network
Iowa
$325K -$5.69K -78 -2%
JA
1250
JOYN Advisors
Georgia
$322K -$19.1K -262 -6%
48 49
50
51 52