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 %
WAM
1326
Winslow Asset Management
Ohio
$275K -$14.7K -201 -5%
GWMIA
1327
Global Wealth Management Investment Advisory
Florida
$274K -$95.7K -1,313 -26%
BFG
1328
Bouchey Financial Group
New York
$274K – – –
PAIM
1329
Punch & Associates Investment Management
Minnesota
$274K – – –
CTA
1330
Chesley Taft & Associates
Illinois
$274K +$10.6K +146 +4%
TF
1331
Tompkins Financial
New York
$272K +$9.92K +136 +4%
SWM
1332
Sugarloaf Wealth Management
Georgia
$271K -$22.5K -308 -8%
TW
1333
Towerpoint Wealth
California
$271K -$13K -178 -5%
EWA
1334
Exencial Wealth Advisors
Oklahoma
$269K -$2.63K -36 -1%
WWM
1335
Western Wealth Management
Colorado
$269K +$80.5K +1,118 +43%
PB
1336
Pinnacle Bancorp
Nebraska
$268K – – –
CT
1337
Cambridge Trust
Massachusetts
$267K -$133K -1,823 -33%
CT
1338
Clearstead Trust
Maine
$265K -$53K -725 -17%
Rafferty Asset Management
1339
Rafferty Asset Management
New York
$265K -$44.6K -612 -14%
SCA
1340
Stonebridge Capital Advisors
Minnesota
$265K -$30.9K -424 -10%
CG
1341
CFO4Life Group
Texas
$265K +$5.04K +69 +2%
BMC
1342
Benin Management Corp
Connecticut
$264K -$9.84K -135 -4%
WCM
1343
Windsor Capital Management
Arizona
$264K – – –
PTP
1344
Platform Technology Partners
New York
$264K +$264K +3,620 New
PAM
1345
Pegasus Asset Management
New York
$263K – – –
VCP
1346
Verus Capital Partners
Arizona
$263K +$186K +2,550 +240%
BFM
1347
Boston Financial Management
Massachusetts
$262K -$94.9K -1,300 -27%
CA
1348
Clearstead Advisors
Ohio
$262K +$11.8K +162 +5%
IWA
1349
Intercontinental Wealth Advisors
Texas
$261K +$90.7K +1,242 +53%
NAMP
1350
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$260K -$51K -698 -16%
52 53
54
55 56