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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 %
PI
1651
PEAK6 Investments
Illinois
$7K -$231K -2,966 -97%
CI
1652
CX Institutional
Indiana
$7K -$45.2K -587 -87%
AIS
1653
Accurate Investment Solutions
Pennsylvania
$7K -$24.6K -362 -78%
EWA
1654
Evolution Wealth Advisors
Florida
$7K -$13K -165 -65%
EWP
1655
Engrave Wealth Partners
Texas
$7K -$7.07K -100 -50%
BEI
1656
Benjamin Edwards Inc
Missouri
$7K – – –
ANBT
1657
American National Bank & Trust
Texas
$7K – – –
FPB
1658
First PREMIER Bank
South Dakota
$7K – – –
PP
1659
Pacifica Partners
Canada
$7K – – –
WAS
1660
Winch Advisory Services
Wisconsin
$7K – – –
HWM
1661
HighMark Wealth Management
Minnesota
$7K +$143 +2 +2%
FCH
1662
Freestone Capital Holdings
Washington
$6.83K -$47 -648 -0.7%
SC
1663
Stralem & Co
New York
$6K +$6K +78 New
FWM
1664
FSA Wealth Management
Massachusetts
$5K – – –
CWA
1665
Core Wealth Advisors
Florida
$5K +$5K +62 New
MIM
1666
Macroview Investment Management
Maryland
$4K – – –
BCM
1667
Bourgeon Capital Management
Connecticut
$4K +$4K +49 New
MF
1668
Manchester Financial
California
$3K -$10.5K -140 -78%
CAM
1669
ClariVest Asset Management
California
$2K -$1.11K -15 -36%
HCM
1670
Horrell Capital Management
Arkansas
$2K – – –
EWM
1671
Edge Wealth Management
New York
$2K – – –
TI
1672
tru Independence
Oregon
$1.08K – – –
PW
1673
Price Wealth
Texas
$1K -$5.73K -86 -85%
DI
1674
Disciplined Investments
Oklahoma
$1K +$1K +12 New
CCT
1675
Capital City Trust
Florida
$911 +$50 +679 +6%
65 66
67
68 69