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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 %
WOC
1251
West Oak Capital
California
$320K – – –
VWA
1252
V Wealth Advisors
Kansas
$320K +$53.9K +740 +20%
PPSG
1253
Princeton Portfolio Strategies Group
New Jersey
$319K -$9.12K -125 -3%
MGIA
1254
Moneta Group Investment Advisors
Missouri
$319K -$6.86K -94 -2%
CFFP
1255
Center for Financial Planning
Michigan
$318K -$57.3K -785 -15%
AA
1256
Ancora Advisors
Ohio
$317K -$65.6K -898 -17%
MFG
1257
Magnus Financial Group
New York
$317K +$20.6K +282 +7%
TW
1258
Transform Wealth
Colorado
$317K +$74.1K +1,017 +31%
LK
1259
Lumbard & Kellner
New Hampshire
$316K – – –
NICM
1260
Neo Ivy Capital Management
New York
$316K +$316K +4,328 New
FPCG
1261
Fort Pitt Capital Group
Pennsylvania
$315K -$537K -7,346 -63%
SBWIC
1262
Schaper Benz & Wise Investment Counsel
Wisconsin
$315K – – –
BCM
1263
Bienville Capital Management
New York
$315K +$118K +1,595 +60%
CA
1264
Commerzbank Aktiengesellschaft
Germany
$314K -$14.2M -194,982 -98%
NDSI
1265
Newman Dignan & Sheerar Inc
Rhode Island
$314K -$13.6K -180 -4%
GCM
1266
Gables Capital Management
Florida
$313K +$7.07K +97 +2%
BCM
1267
Becker Capital Management
Oregon
$312K -$10.2K -140 -3%
SC
1268
Schulhoff & Co
Ohio
$311K +$145 +2 +0%
VPIM
1269
Vanguard Personalized Indexing Management
California
$311K +$311K +4,257 New
RWA
1270
Ropes Wealth Advisors
Massachusetts
$310K – – –
CBFP
1271
Cedar Brook Financial Partners
Ohio
$310K +$45K +618 +17%
PAMG
1272
Patton Albertson Miller Group
Tennessee
$309K -$60.3K -828 -16%
LI
1273
Lafayette Investments
Maryland
$309K -$21.4K -293 -6%
SFG
1274
StrategIQ Financial Group
Indiana
$308K +$3.95K +54 +1%
ACG
1275
Allen Capital Group
Nebraska
$307K -$32.7K -449 -10%
49 50
51
52 53