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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 %
BWA
1526
Burt Wealth Advisors
Maryland
$110K – – –
PCC
1527
Park Circle Company
Maryland
$107K -$2.22M -30,530 -95%
IRC
1528
Investors Research Corp
Georgia
$107K – – –
DWM
1529
Darwin Wealth Management
Florida
$107K +$107K +1,478 New
RBC
1530
Roble Belko & Company
Pennsylvania
$105K – – –
TCM
1531
Tradewinds Capital Management
Washington
$103K -$4.76K -65 -4%
BWM
1532
BerganKDV Wealth Management
Minnesota
$103K +$1.02K +14 +1%
FCM
1533
Firestone Capital Management
Florida
$101K – – –
PG
1534
Proffitt & Goodson
Tennessee
$98K – – –
CAL
1535
Capital Analysts LLC
Pennsylvania
$96K +$44.3K +607 +86%
PCIA
1536
Prime Capital Investment Advisors
Kansas
$93K +$7.37K +101 +9%
NSB
1537
Norway Savings Bank
Maine
$91K – – –
ETC
1538
Exchange Traded Concepts
Oklahoma
$90K +$82.6K +1,130 +1,119%
LWM
1539
Liberty Wealth Management
California
$89K +$7.66K +105 +9%
EW
1540
Evoke Wealth
California
$87.1K -$292K -3,953 -77%
PCM
1541
Penserra Capital Management
California
$84K +$574 +8 +0.7%
FA
1542
Forefront Analytics
Pennsylvania
$83.7K +$83.7K +1,147 New
RFM
1543
Royal Fund Management
Florida
$83K +$2.16K +30 +3%
PGAM
1544
Princeton Global Asset Management
New Jersey
$83K +$31K +423 +59%
TC
1545
Truvestments Capital
Florida
$81K -$226K -3,132 -74%
PP
1546
PrairieView Partners
Minnesota
$79K +$79K +1,082 New
CAGAS
1547
Capital Advisory Group Advisory Services
Minnesota
$78K +$78K +1,057 New
BWM
1548
Baystate Wealth Management
Massachusetts
$77K – – –
GWS
1549
Glassman Wealth Services
Virginia
$76K -$113K -1,543 -60%
CPA
1550
Cowen Prime Advisors
New York
$73K – – –
60 61
62
63 64