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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 %
CAL
1351
Capital Advisors Ltd
Ohio
$260K +$3.14K +43 +1%
WFPG
1352
Waller Financial Planning Group
Ohio
$259K -$39K -535 -13%
FIB
1353
First Interstate Bank
Montana
$259K -$3.28K -45 -1%
SWA
1354
Stratos Wealth Advisors
Ohio
$259K +$12.7K +175 +5%
WPP
1355
Whalerock Point Partners
Rhode Island
$259K +$25.6K +350 +11%
CRC
1356
Curi RMB Capital
Illinois
$257K -$219K -3,013 -46%
SFG
1357
Summit Financial Group
West Virginia
$257K – – –
AIA
1358
Angeles Investment Advisors
California
$256K -$32.1K -420 -11%
PFA
1359
Pure Financial Advisors
California
$255K -$7.58K -104 -3%
PBT
1360
Pictet Bank & Trust
Bahamas
$255K – – –
BWM
1361
BigSur Wealth Management
Florida
$255K – – –
PCP
1362
Proficio Capital Partners
Massachusetts
$255K +$255K +3,255 New
LF
1363
Lantz Financial
Illinois
$254K -$1.17K -16 -0.5%
FM
1364
Family Management
New York
$253K -$3.8K -52 -1%
RB
1365
Rodgers Brothers
Pennsylvania
$253K – – –
CCM
1366
Carlson Capital Management
Minnesota
$253K +$10.2K +138 +4%
OFG
1367
Oxford Financial Group
Indiana
$253K +$253K +3,472 New
OFS
1368
Orrstown Financial Services
Pennsylvania
$252K – – –
TCOT
1369
Trust Company of Toledo
Ohio
$252K – – –
MWPCG
1370
Measured Wealth Private Client Group
New Hampshire
$250K -$49K -673 -16%
RM
1371
Resource Management
Louisiana
$249K – – –
FPS
1372
Fieldpoint Private Securities
Connecticut
$249K +$11.7K +160 +5%
CCFCSB
1373
Cape Cod Five Cents Savings Bank
Massachusetts
$248K -$47.4K -649 -16%
SIG
1374
Sargent Investment Group
Maryland
$248K +$21.9K +300 +10%
LRIC
1375
Long Road Investment Counsel
Michigan
$248K +$248K +3,400 New
53 54
55
56 57