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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 %
TAM
1376
Townsend Asset Management
North Carolina
$247K -$83.3K -1,142 -25%
FA
1377
FCG Advisors
New Jersey
$247K -$947 -13 -0.4%
BBA
1378
BLB&B Advisors
Pennsylvania
$247K +$6.2K +85 +3%
MC
1379
Maverick Capital
Texas
$247K +$247K +3,389 New
ECG
1380
Edge Capital Group
Georgia
$245K -$75.9K -1,041 -24%
PWP
1381
Private Wealth Partners
California
$245K – – –
CF
1382
Centaurus Financial
California
$244K -$36.3K -498 -13%
WPA
1383
Winning Points Advisors
Florida
$244K -$14.6K -200 -6%
BAM
1384
Bellevue Asset Management
Washington
$244K – – –
SCM
1385
Stonebridge Capital Management
California
$243K – – –
SP
1386
Successful Portfolios
Florida
$242K -$23.3K -319 -9%
BCWM
1387
Blue Chip Wealth Management
Florida
$242K +$1.46K +20 +0.6%
COF
1388
Capital One Financial
Virginia
$241K +$241K +3,301 New
CA
1389
Corrado Advisors
New Jersey
$240K – – –
FFA
1390
Fragasso Financial Advisors
Pennsylvania
$240K +$22.2K +305 +10%
WorldQuant Millennium Advisors
1391
WorldQuant Millennium Advisors
New York
$239K -$44.4K -608 -16%
ECM
1392
Evergreen Capital Management
Washington
$239K -$16.5K -227 -6%
CAC
1393
Certified Advisory Corp
Florida
$239K -$1.9K -26 -0.8%
SCM
1394
Silvant Capital Management
Georgia
$238K – – –
FCFC
1395
First Citizens Financial Corp
Iowa
$238K +$47.9K +658 +25%
AA
1396
Advisory Alpha
Michigan
$238K -$25.8K -359 -10%
PGA
1397
Portland Global Advisors
Maine
$237K – – –
AI
1398
AdvisorShares Investments
Maryland
$236K -$186K -2,547 -44%
PIA
1399
Powell Investment Advisors
Florida
$236K – – –
SBL
1400
Sargent Bickham Lagudis
Colorado
$236K +$138K +1,883 +140%
54 55
56
57 58