PM icon

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 %
AC
1301
Abbrea Capital
California
$290K -$45.6K -615 -14%
HFS
1302
Howard Financial Services
Texas
$290K -$7.6K -104 -3%
RWP
1303
RWA Wealth Partners
Massachusetts
$289K -$1.76M -24,037 -86%
TA
1304
TFG Advisers
Michigan
$289K -$3.93K -54 -1%
TI
1305
Tidal Investments
Wisconsin
$289K +$41.5K +569 +17%
DIA
1306
Dana Investment Advisors
Wisconsin
$288K +$288K +3,952 New
WKWM
1307
Walter & Keenan Wealth Management
Indiana
$287K -$752K -10,587 -72%
CCB
1308
Cutter & Co Brokerage
Missouri
$287K -$9.27K -127 -3%
BMA
1309
Brooks Moore & Associates
Tennessee
$287K – – –
AMCA
1310
Arthur M. Cohen & Associates
Illinois
$287K +$4.26K +60 +2%
SA
1311
Strategic Advisors
New York
$286K -$32.6K -436 -10%
CAM
1312
Carret Asset Management
New York
$285K -$45.9K -630 -14%
ESBC
1313
E.S. Barr & Co
Kentucky
$285K – – –
AF
1314
Allworth Financial
California
$285K +$10.1K +138 +4%
CNC
1315
Citizens & Northern Corp
Pennsylvania
$284K -$19.6K -269 -6%
PV
1316
Private Vista
Illinois
$283K +$17.4K +239 +7%
LJAC
1317
L.J. Altfest & Co
New York
$282K -$33.8K -462 -11%
IAN
1318
Integrated Advisors Network
Texas
$282K +$46.1K +632 +20%
PFGIA
1319
Patriot Financial Group Insurance Agency
Massachusetts
$281K -$5.7K -78 -2%
TF
1320
TimeScale Financial
Massachusetts
$281K +$291 +4 +0.1%
PWM
1321
PRW Wealth Management
Massachusetts
$280K +$280K +3,836 New
LIM
1322
Loudon Investment Management
New Hampshire
$279K – – –
PCG
1323
Private Capital Group
Connecticut
$279K +$36.4K +490 +15%
NAM
1324
NTV Asset Management
West Virginia
$279K +$93.7K +1,282 +51%
HIC
1325
Holderness Investments Company
North Carolina
$278K -$9.26K -127 -3%
51 52
53
54 55