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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 %
CAM
1401
Congress Asset Management
Massachusetts
$235K -$31.9K -436 -12%
9WM
1402
9258 Wealth Management
Ohio
$235K -$22.1K -294 -9%
AWE
1403
Avidian Wealth Enterprises
Texas
$235K -$2.12K -29 -0.9%
CA
1404
Cornerstone Advisory
Maryland
$234K -$74.6K -1,021 -24%
CA
1405
Calton & Associates
Florida
$234K -$63K -864 -21%
KPW
1406
Kore Private Wealth
New York
$234K -$24K -329 -9%
FBB
1407
Fulton Breakefield Broenniman
Maryland
$233K -$31.2K -428 -12%
FMT
1408
First Mercantile Trust
Tennessee
$233K +$24.3K +334 +12%
EWM
1409
Elmwood Wealth Management
California
$232K +$232K +2,336 New
SFG
1410
SevenBridge Financial Group
Pennsylvania
$232K -$2.55K -35 -1%
GIA
1411
Gladstone Institutional Advisory
Florida
$232K +$6.21K +85 +3%
LC
1412
Lavaca Capital
Texas
$231K -$2.16M -29,649 -90%
HSWM
1413
Hubbell Strickland Wealth Management
Louisiana
$230K -$26.6K -364 -10%
GI
1414
Gradient Investments
Minnesota
$230K +$22.7K +312 +11%
JIP
1415
JBJ Investment Partners
South Carolina
$229K -$44.9K -615 -16%
WAAG
1416
Wealth Alliance Advisory Group
Kansas
$229K -$23.5K -322 -9%
TFGT
1417
TS Financial Group (TSFG)
Illinois
$229K +$19.3K +265 +9%
SS
1418
Sunbelt Securities
Texas
$228K -$7.16M -89,491 -97%
HFA
1419
Hoover Financial Advisors
Pennsylvania
$226K – – –
FMII
1420
Farmers & Merchants Investments Inc
Nebraska
$224K +$8.02K +110 +4%
GFS
1421
GYL Financial Synergies
Connecticut
$223K -$17.5K -240 -7%
SWM
1422
Sanctuary Wealth Management
Idaho
$223K -$8.37K -115 -4%
ANRIA
1423
American National Registered Investment Advisor
Texas
$223K – – –
BOPW
1424
Brandywine Oak Private Wealth
Pennsylvania
$223K – – –
HCMT
1425
Highland Capital Management (Tennessee)
Tennessee
$223K +$73 +1 +0%
55 56
57
58 59