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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 %
AMG
1476
Advisors Management Group
Wisconsin
$203K – – –
SAM
1477
SignalPoint Asset Management
Missouri
$202K -$14.3K -196 -7%
KF
1478
Krilogy Financial
Missouri
$202K -$3.42K -47 -2%
OPCM
1479
Osborne Partners Capital Management
California
$201K -$52.9K -727 -21%
CC
1480
Courier Capital
New York
$201K +$290 +4 +0.1%
MLFP
1481
MPS Loria Financial Planners
Illinois
$201K +$1.89K +26 +1%
HC
1482
HNP Capital
New York
$201K +$201K +2,777 New
HCM
1483
Howland Capital Management
Massachusetts
$200K +$5.48K +75 +3%
GSWM
1484
Golden State Wealth Management
California
$199K +$199K +2,730 New
LC
1485
Lindbrook Capital
California
$191K -$50.6K -693 -21%
RFA
1486
Reilly Financial Advisors
California
$188K -$28.4K -390 -13%
LFASL
1487
Lugano Financial Advisors SA (LFA)
Switzerland
$182K – – –
FCB
1488
First Command Bank
Texas
$182K +$4.6K +63 +3%
FCFS
1489
First Command Financial Services
Texas
$182K +$4.6K +63 +3%
MFT
1490
Moisand Fitzgerald Tamayo
Florida
$181K +$171K +2,342 +1,661%
JWM
1491
Janiczek Wealth Management
Colorado
$180K – – –
TL
1492
TrueWealth LLC
Georgia
$176K – – –
JGIA
1493
Jackson Grant Investment Advisers
Connecticut
$173K -$13.4K -184 -7%
Cohen & Steers
1494
Cohen & Steers
New York
$170K -$254K -3,482 -60%
FWM
1495
Focused Wealth Management
New York
$168K -$17.2K -236 -9%
SC
1496
Steph & Co
Wisconsin
$166K +$35.8K +491 +27%
AWM
1497
AllSquare Wealth Management
New York
$164K – – –
CS
1498
Capital Square
Tennessee
$164K +$583 +8 +0.4%
BWA
1499
BDO Wealth Advisors
Florida
$157K +$22.8K +312 +17%
EWM
1500
EPG Wealth Management
Georgia
$156K +$27.9K +382 +22%
58 59
60
61 62