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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 %
ABTD
1276
Arvest Bank Trust Division
Oklahoma
$307K -$17.5K -240 -5%
SWA
1277
SFMG Wealth Advisors
Texas
$306K -$67.9K -931 -18%
FMTCOCP
1278
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$306K -$8.76K -120 -3%
CAW
1279
Cornerstone Advisors (Washington)
Washington
$306K -$1.02K -14 -0.3%
CA
1280
Callahan Advisors
Texas
$305K -$17.1K -235 -5%
ST
1281
Sabal Trust
Florida
$304K -$30.9K -423 -9%
GIA
1282
GHP Investment Advisors
Colorado
$304K -$4.52K -62 -1%
AIM
1283
Allen Investment Management
New York
$304K – – –
PIM
1284
Provident Investment Management
Michigan
$303K – – –
PWM
1285
Perigon Wealth Management
California
$303K +$303K +4,022 New
UF
1286
Univest Financial
Pennsylvania
$301K -$2.26M -30,978 -88%
FSA
1287
Franklin Street Advisors
North Carolina
$299K -$195K -2,667 -39%
LAS
1288
Lloyd Advisory Services
Georgia
$298K -$19.8K -272 -6%
AAP
1289
Aristotle Atlantic Partners
Florida
$298K – – –
CW
1290
CreativeOne Wealth
Kansas
$297K +$2.55K +35 +0.9%
NFG
1291
Nations Financial Group
Iowa
$296K -$29.3K -401 -9%
MMPW
1292
Mitchell McLeod Pugh & Williams
Alabama
$296K – – –
EWA
1293
ERTS Wealth Advisors
Michigan
$293K -$50K -685 -15%
BCM
1294
Breiter Capital Management
Florida
$293K -$30.6K -419 -9%
GIM
1295
Goelzer Investment Management
Indiana
$293K +$14.6K +200 +5%
BA
1296
Birinyi Associates
Connecticut
$292K -$73K -1,000 -20%
PG
1297
Patten Group
Tennessee
$292K -$28K -384 -9%
NJBEST
1298
New Jersey Better Educational Savings Trust
New Jersey
$292K – – –
CIA
1299
CSat Investment Advisory
Michigan
$291K +$41.2K +564 +16%
PP
1300
Pegasus Partners
Wisconsin
$291K +$59.3K +812 +26%
50 51
52
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