PM icon

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 %
SC
1626
Sawyer & Company
Massachusetts
$22K – – –
ECM
1627
EII Capital Management
New York
$22K – – –
MWC
1628
MBM Wealth Consultants
Missouri
$21K – – –
JSC
1629
Jackson Square Capital
California
$19K – – –
OAJ
1630
Ogorek Anthony Joseph
New York
$17K – – –
NEIRG
1631
New England Investment & Retirement Group
Massachusetts
$17K +$17K +230 New
CCA
1632
Column Capital Advisors
Indiana
$16K -$8.62K -119 -35%
CMBA
1633
C.M. Bidwell & Associates
Hawaii
$16K – – –
JPLA
1634
Joseph P. Lucia & Associates
New York
$15K – – –
FRA
1635
Front Row Advisors
California
$15K +$3.32K +44 +28%
BII
1636
Bainco International Investors
Massachusetts
$15K +$15K +202 New
SQA
1637
Simon Quick Advisors
New Jersey
$14K -$2.58K -35 -16%
SWM
1638
Selective Wealth Management
Virginia
$14K – – –
BCM
1639
Brooktree Capital Management
Michigan
$13K – – –
PCTC
1640
Perkins Coie Trust Company
Washington
$12K +$900 +12 +8%
EI
1641
Ellevest Inc
New York
$11K -$14.4K -196 -57%
CP
1642
Corbenic Partners
Pennsylvania
$10K – – –
MWA
1643
Moser Wealth Advisors
Washington
$10K – – –
MAWCM
1644
Mine & Arao Wealth Creation & Management
California
$9K – – –
RWG
1645
Regal Wealth Group
California
$9K – – –
FGAM
1646
Financial Gravity Asset Management
Texas
$8.67K -$12.5K -172 -59%
GI
1647
GS Investments
Minnesota
$8.24K -$1.82K -25 -18%
TC
1648
Trust Company
Kansas
$8K – – –
WLPWM
1649
Walled Lake Planning & Wealth Management
Illinois
$8K +$151 +2 +2%
LSA
1650
Lion Street Advisors
Texas
$8K +$8K +109 New
64 65
66
67 68