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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 %
LIA
1426
LBMC Investment Advisors
Tennessee
$222K -$80.1K -1,096 -27%
FNBOH
1427
First National Bank of Hutchinson
Kansas
$222K – – –
IAIM
1428
International Assets Investment Management
Florida
$222K +$222K +3,041 New
FFN
1429
Focus Financial Network
Minnesota
$222K -$205K -2,755 -48%
BEC
1430
Blue Edge Capital
Virginia
$221K -$219 -3 -0.1%
SFG
1431
SNS Financial Group
Minnesota
$221K -$149K -2,044 -40%
DA
1432
Detalus Advisors
Missouri
$221K -$90.2K -1,234 -29%
GWM
1433
Gray Wealth Management
Maine
$221K +$221K +3,038 New
WTFG
1434
Wells Trecaso Financial Group
Ohio
$220K -$46.3K -635 -17%
JWCA
1435
J.W. Cole Advisors
Florida
$219K -$1.37M -18,699 -86%
GC
1436
Garde Capital
Washington
$219K -$15.6K -213 -7%
KC
1437
Kingfisher Capital
North Carolina
$219K – – –
FMP
1438
Financial Management Professionals
Texas
$219K – – –
PGWM
1439
Parisi Gray Wealth Management
New Jersey
$218K -$2.92K -40 -1%
XWM
1440
Xcel Wealth Management
Florida
$218K – – –
MAM
1441
Madison Asset Management
Wisconsin
$218K +$218K +2,983 New
AMIM
1442
Aull & Monroe Investment Management
Alabama
$217K -$38.7K -530 -15%
CCMD
1443
Cypress Capital Management (Delaware)
Delaware
$217K – – –
KL
1444
KWMG LLC
Kansas
$216K – – –
WMA
1445
Wealth Management Associates
New Jersey
$215K +$8.46K +116 +4%
RCWMU
1446
Rothschild & Co Wealth Management (UK)
United Kingdom
$214K – – –
WA
1447
WealthTrust Axiom
Pennsylvania
$214K – – –
SIM
1448
Spark Investment Management
New York
$211K -$5.83M -80,100 -97%
RWM
1449
Ritholtz Wealth Management
New York
$211K -$265K -3,632 -56%
VWA
1450
Visionary Wealth Advisors
Illinois
$211K -$2.92K -40 -1%
56 57
58
59 60